Ke Wang CPA - Cloud Bookkeeping

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Ke Wang CPA

Cloud Bookkeeping

Accurate financials. Total peace of mind.

Limited-Time Promotion from February 24 to March 21

Are you looking to streamline your business finances and focus more on growth? We specialize in providing top-notch bookkeeping services tailored to your unique needs.

As a special offer, new clients who sign up for our bookkeeping services will receive 3 months of QuickBooks software FREE. This powerful tool, combined with our expertise, ensures your financial records are accurate and accessible, giving you peace of mind.

Note: The final price is determined by the company's specific service needs.

Disclaimer: Wang Ke Professional Corporation reserves the right to make additions, deletions, or modifications to the contents of the event at any time without prior notice. The offer is only valid during the event and cannot be exchanged for cash or vouchers. The software version and service content are customized and provided by Wang Ke Professional Corporation.

What needs to be prepared?

Financial Records

Bank Statements: 13 months' worth of bank statements (PDF or Excel format) for all company bank accounts, including checking, savings, investment, GIC, and operating accounts.

Credit Card Statements: 13 months' worth of credit card statements (PDF or Excel format) for all company credit cards, including personal cards used for business purposes.

Sales Records: Sales slips, POS receipts, and detailed records of all sales transactions.

Payment Records:

- Electronic Funds Transfer (EMT) payment history.
- Canceled checks.
- Cash disbursement records.
- Shareholder transactions: deposits, withdrawals, capital contributions, dividends, salaries, etc.
- Other operating expenses: advertising, insurance, interest, office supplies, professional fees, consulting fees, rent, management fees, travel expenses, conference fees, etc.

Vehicle Expenses:

- Business use percentage.
- Gas/diesel expenses.
- Insurance, repairs, monthly lease payments, parking fees, and other vehicle-related costs for each vehicle.
- Purchase contracts for vehicles purchased in the current year.

Home Office Expenses:

- Home office square footage.
- Utilities (gas, electricity, water).
- Office repairs and maintenance.
- Mortgage interest, property taxes, internet, and phone expenses.

Additional Documents

- Home office square footage.
- Utilities (gas, electricity, water).
- Office repairs and maintenance.
- Mortgage interest, property taxes, internet, and phone expenses.

Why Choose Us？

One-on-one expert support

Ke Wang CPA gives you a dedicated bookkeeping team so you have a direct line to your own experts on desktop or mobile–professional support is just a few swipes, taps, or clicks away.

Powerful financial reporting

Ke Wang CPA platform gives you monthly financial statements and expense overviews to keep you in control of your money. At-a-glance visual reports help you see the big picture and give you actionable insights to help you grow your business. You’ll never be in the dark again.

Real-time insights at your fingertips

Easily see your updated financial data every time you log in. With real-time insights, you can make on-the-fly decisions about where to spend and where to save, helping your business stay on budget.

Tax season, minus the stress

A year end package with everything you need to file comes standard with Ke Wang CPA. Upgrade your plan, and cross even more off your to-do list. With Premium, you get expert tax prep, filing, and year-round tax advisory support.

We partner with the world’s best

Explore over 600 resources for managing small business finances

Frequently Asked Questions

Does Ke Wang CPA sync with QuickBooks or other accounting software?

We don’t sync your financial data from any other bookkeeping software.

We use our own proprietary software to complete your books. You won’t need any other software to work with Bench—we do everything within our easy-to-use platform.

QuickBooks, Xero and other do-it-yourself bookkeeping software give you a tool to do your own bookkeeping and taxes. Bench does your bookkeeping and taxes for you.

If you’re switching from QuickBooks, we’ll work from your closing balances to do your bookkeeping going forward. If you’re not sure whether your closing balances are accurate, we recommend chatting with one of our Onboarding Specialists about Catch Up bookkeeping.

What does my bookkeeper do?

Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant. Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.

You can also book a call with your bookkeeper (or send them a message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.

I’m behind on my bookkeeping and taxes. Can you get me caught up?

Yep! You can add any amount of Catch Up bookkeeping to a standard plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.

If you’re several years behind on your bookkeeping and taxes, you can get caught up and filed with Catch Up Bookkeeping.

How do you receive my documents? Do I need to give you my receipts?

We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents.

We connect with Stripe, Square, Shopify, PayPal, and Amazon. By connecting your payment processor, all of your transactions are automatically synced to Bench’s platform.

We also support clients that use other merchant processors. We’ll work with you to connect accounts and pull the data we need to reconcile your books.

There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file. We’ll take care of the rest.

Where are your bookkeepers located? What are their qualifications?

Each customer's main point of contact is a dedicated in-house, professionally-trained bookkeeper, based in Canada. Part of what makes us unique is that we blend together the human touch with modern technology. Our in-house team is also supported by machine learning technology, which allows us to automatically process large amounts of financial data instantly, and close your books faster and accurately.

Does Ke Wang CPA support personal accounts used for business purposes?

To maintain accurate books and capture more tax deductions, we make it easy to add business transactions from your personal accounts to Ke Wang CPA.

With our resources and expert team, you’ll also get a full understanding of CRA requirements for mixing personal and business transactions based on your corporate entity.

Trusted by 25,000+ American small business owners

Start working with Ke Wang CPA that can provide everything you need to

generate revenue, make a profit, grow your business.

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