Retail

Bookkeeping for main-street shops and online stores.

Sales, stock, HST and a small team. We bring it together in one place, so you can see what's actually selling and what it costs you.

  • Certified Professional Bookkeeper
  • QuickBooks Online and Hubdoc
  • Rooted in Norfolk County

What we do for retailers

Sales, stock and HST in one place.

Sales reconciled

Point-of-sale reports and deposits matched every month, so your numbers add up.

Inventory and cost of goods

Stock purchases recorded properly, so your margins make sense.

HST and payroll

HST filed on time and your team paid correctly, without you chasing either.

Works with your tools

Your counter software, connected to your books

Your POS stays your front counter. We bring sales, inventory and payouts into QuickBooks Online.

  • QuickBooks Online
  • Hubdoc
  • Shopify
  • Square
  • Your POS

Using something else? We'll learn it.

Retail needs we plan for

  • Inventory and cost of goodsStock purchases tracked so your margins are real, with year-end counts that tie out.
  • Online and in-store salesShopify, Square and card payouts reconciled, including fees and refunds.
  • Gift cards and layawaysGift card sales and layaway deposits tracked as money owed to customers until they're redeemed, not counted as sales too early.
  • HSTHST collected and paid tracked every month, so your return is a quick check instead of a scramble.

What else you get

The Lakeside difference, in every file.

Retail questions

Good questions we hear a lot.

Do you work with my point-of-sale system?

Many point-of-sale systems connect to QuickBooks Online. We'll look at yours and set up the cleanest way to bring sales in.

Can you help me see which products make money?

Yes. We set up your books so sales and costs are grouped in a way that answers that question.

How often should my books be updated?

Monthly for most shops. It keeps HST simple and gives you numbers you can act on.

I'm behind on my books. Where do I start?

With a free call. Our catch-up service gets you current, with a clear quote before any work starts.

Let's talk

Book your free 30-minute discovery call.

Pick a time that works for you and tell us a little about where things stand. It's free, and there's no obligation.

Choose a day and time, then fill in a few quick details. Calls are on Google Meet. Prefer a phone call? Just say so in the booking form and we'll call you at the number you provide.

Thanks! Your request is in. We'll reply within one business day (Monday to Friday, 9 am to 4 pm) to set up your free call. Need us sooner? Call 519-900-0378.

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