Professional Services + Calgary

AI Bookkeeping for Professional Services in Calgary

SortBooks automates Xero bookkeeping for professional services businesses in Calgary. Stop wrestling with GST/HST/PST/QST compliance and manual data entry - let AI handle your transaction categorisation, bank reconciliation and financial reporting so you can focus on running your Calgary professional services business.

Why Professional Services Businesses in Calgary Struggle with Bookkeeping

Running a professional services business in Calgary means dealing with GST/HST filing, CRA compliance and provincial tax on top of your day-to-day operations. Here are the bookkeeping challenges we solve:

WIP and unbilled revenue tracking

SortBooks eliminates this problem with AI-powered automation that learns how your Calgary professional services business operates.

Trust account compliance

SortBooks eliminates this problem with AI-powered automation that learns how your Calgary professional services business operates.

Partner distribution calculations

SortBooks eliminates this problem with AI-powered automation that learns how your Calgary professional services business operates.

Timesheet-to-invoice reconciliation

SortBooks eliminates this problem with AI-powered automation that learns how your Calgary professional services business operates.

How SortBooks Automates Bookkeeping for Professional Services

Purpose-built features for professional services businesses in Calgary, with full GST/HST/PST/QST compliance for CRA.

WIP and unbilled revenue tracking

Tailored for professional services businesses operating in Calgary, Alberta.

Trust/escrow account reconciliation

Tailored for professional services businesses operating in Calgary, Alberta.

Partner profit distribution

Tailored for professional services businesses operating in Calgary, Alberta.

Timesheet-to-invoice matching

Tailored for professional services businesses operating in Calgary, Alberta.

Disbursement tracking and recovery

Tailored for professional services businesses operating in Calgary, Alberta.

Practice management integration

Tailored for professional services businesses operating in Calgary, Alberta.

Canada Tax Compliance for Professional Services

SortBooks handles all Canada compliance requirements automatically, so your professional services business in Calgary stays on the right side of CRA.

GST/HST automatic categorisation
Provincial tax tracking (PST, QST)
CRA-ready GST/HST return reports
T2 Corporation Tax preparation support
Input Tax Credit (ITC) tracking
Multi-province compliance
Trust account compliance is non-negotiable for law firms. SortBooks reconciles our trust account daily and flags any discrepancies immediately. Peace of mind.

Andrew Barrett

Managing Partner, Barrett Law

Pricing

Less than your weekly coffee

Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts.

Solo

$19/month

Save 8+ hours/week on bookkeeping

  • 1 Xero organisation
  • Up to 200 transactions/month
  • AI categorises every transaction for you
  • P&L reports generated automatically
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days
Most Popular

Growth

$49/month

Your bookkeeper replacement for $49/month

  • 1 Xero organisation
  • Up to 1,000 transactions/month
  • 97%+ accurate AI categorisation
  • Ask your AI CFO anything (5/day)
  • BAS/GST/VAT reports done for you
  • Email support
  • 14-day free trial, no card needed
Try Free for 14 Days

Scale

$149/month

Replace $2,000/month bookkeeping for $149

  • Up to 3 Xero organisations
  • Up to 5,000 transactions/month
  • Premium AI (learns your chart of accounts)
  • Unlimited AI CFO questions
  • Cash flow forecasting included
  • Priority support
  • 14-day free trial, no card needed
Try Free for 14 Days

Practice

$299/month

Manage 100+ clients. Free your team for advisory.

  • Unlimited Xero organisations
  • Unlimited transactions
  • Premium AI across all clients
  • Unlimited AI CFO for every client
  • White-label reports (your brand)
  • Multi-client dashboard
  • Dedicated support
  • 14-day free trial, no card needed
Try Free for 14 Days

Ready to automate bookkeeping for your Calgary professional services business?

Join thousands of professional services businesses using SortBooks to save 10+ hours a week on bookkeeping.

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