Onboarding
We connect your tools, set up the app, handle migrations, and introduce your accounting team. We do our best to have you fully onboarded within a week. If you are behind, no worries, we will help get you caught up.
Bookkeeping services that keep your business current.
Agile combines onboarding, weekly bookkeeping, sales tax filings, year-end close support, and optional managed services into one CPA-managed bookkeeping plan. You get real accountants, a visible workflow, and simple ways to keep backup moving without turning bookkeeping into another job.
Less than five minutes a weekCPA-managed booksSales tax filings includedYear-end ready files
How it fits together
Get up and running quickly and easily with full support for your bookkeeping needs.
Agile starts by getting your systems connected and your file organized. From there, weekly bookkeeping keeps your books current, and optional managed services can support payroll or accounts payable when you need them.
Weekly Bookkeeping
Upload receipts on the go through Dext by snapping a photo or forwarding invoices by email. Your books are processed weekly, reconciled monthly, reviewed by real accountants, and organized for sales tax and year-end.
Add-on support
Managed payroll and managed accounts payable can be layered in when your team needs more hands-on operational support.
Onboarding
What happens when you sign up
We aim to complete most onboards within one week of signing up. The purpose is to get your systems connected, your bookkeeping environment ready, and your accounting team in place.
Set up and migrate
We create the bookkeeping environment, handle required system migrations, and organize the starting point for your file.
Connect your tools
We connect accounting software, bank feeds, cards, payroll, POS, sales channels, and the tools that hold your bookkeeping data.
Agile app access
Your team gets Agile App access for questions, tasks, reports, and quick weekly to-dos, with receipt and invoice uploads handled through Dext.
Start the handoff
Your day-to-day accounting team starts current books as soon as systems are connected (usually within a week). If you are behind, a catch-up team works on old months in parallel.
Core Bookkeeping
What your ongoing bookkeeping service includes
This is the day-to-day, week-to-week, month-to-month service once onboarding is complete. It is designed to keep you current with less than five minutes from you each week.
Daily visibility
The Agile App gives you a live place to see quick weekly to-dos, questions, reports, and what your accounting team needs from you. Receipt and invoice uploads are handled through Dext, so backup stays organized around the bookkeeping workflow.
Weekly bookkeeping
Your team processes the current bookkeeping weekly so transactions, backup, questions, and exceptions keep moving. Most weeks, staying current takes less than five minutes from you each week.
Monthly close
Every month, the books are reconciled and reviewed so reporting is built on a cleaner foundation. This includes bank and credit card reconciliations, CPA-managed accountant review, and GST, HST, and PST filings.
Year-end close
Agile completes CPA-managed reviews, reconciliations, and analytics so your year-end file is ready for a clean handoff. We coordinate with your year-end tax accountant so they get clean books and what they need to close smoothly while helping keep costs low.
Agile App
The app makes the accounting service feel simple.
Agile's app is the companion layer for the bookkeeping service. It keeps questions, documents, tasks, reports, and quick weekly to-dos in one place so the work feels visible without making you manage every detail.
Service areas
Looking for bookkeeping services near you?
Browse Agile bookkeeping services by city and region across Canada, including local pages for Toronto, Calgary, Vancouver, Ottawa, the Okanagan, and more.
If you are behind
Behind does not mean broken.
A lot of owners come to us embarrassed, frustrated, or stuck because the books are months behind, sometimes because a previous bookkeeper fell behind. You do not need to clean everything up before talking to us. Agile can step in wherever your books are today, start keeping the current work moving, and have our catch-up team work through the old months in parallel so you can get back to current quickly.
Add-ons
Layer in extra operational support when your business needs it.
Core Bookkeeping is the foundation. These managed services can be added when your workflow needs more hands-on support around payments or payroll.
Managed Accounts Payable
Agile keeps bills, due dates, and supporting documents organized, then helps you run secure semi-monthly pay runs through a digital payment platform.
- Vendor bills and payment due dates kept current
- Approval routing with multiple signatories when needed
- Secure EFT payments to vendors
- Less stress and admin around payment deadlines
Payroll Services
Agile can help manage payroll from processing through bookkeeping entries, while keeping you in control before anything is submitted.
- Regular payroll processing
- Monthly source deduction remittances
- Year-end T4 filings
- Payroll bookkeeping entries and payroll previews for approval
Next Step
Hand off the bookkeeping and stay in control.
Tell us where your books are today. We will map the fastest path to get you current, show what is included in Core Bookkeeping, and help you decide whether managed payroll or payables support belongs in the plan.