Bookkeeping, handled by our team.
Not everyone wants to run their own books — even automated ones. If you'd rather hand it off entirely, the LZ Financial team keeps your books current, accurate and accountant-ready every month, so you never have to think about them.
Real people on your books · Priced to your business · No long-term lock-in
Your books, done for you — end to end.
The team takes care of the full cycle so your financials are always current and ready when you, your accountant or a lender needs them.
Categorize & reconcile
Every transaction recorded and each account reconciled to the bank, monthly, so the numbers always tie out.
Payables & receivables
Track what you owe and what you're owed, so nothing slips and cash flow stays clear.
Financial statements
A monthly profit-and-loss, balance sheet and cash-flow snapshot — in plain language you can act on.
Payroll support
Wages, source deductions and remittances recorded correctly and kept in sync with your books.
GST/HST filing prep
Sales tax tracked and reconciled so filing is a hand-off, not a scramble.
Year-end ready
Clean, organized books handed to your accountant at year-end — no costly cleanup first.
AI bookkeeping or personal — which fits you?
Same disciplined result. The difference is who does the day-to-day: automated software you run, or our team running it for you.
AI bookkeeping
One-time setup · you run it
- Best if you want low ongoing cost and to stay in control
- One-time setup fee, no monthly retainer
- Automated categorization and reconciliation
- You review the exceptions; the routine runs itself
- Great for lean teams comfortable with their tools
Personal bookkeeping
Done for you · our team runs it
- Best if you'd rather hand the books off completely
- Priced to your volume and complexity (custom quote)
- The team categorizes, reconciles and reports each month
- A real person who knows your business and answers questions
- Great for owners who want their time back entirely
Hand it off in four steps.
Tell us about your business
Share your industry, tools and where the books stand today. We scope the work and send a custom quote — no surprises.
We get set up securely
You grant limited, read-appropriate access to your accounting and bank feeds. We never ask for passwords in ordinary email or forms.
We keep your books monthly
The team categorizes, reconciles and closes each month, then sends you clear financial statements — on a predictable schedule.
You get your time back
Open your books any day and they're current. At year-end, everything is clean and ready for your accountant.
You get the LZ Financial team on your books.
Personal bookkeeping means real people — the LZ Financial team — handling your financials with disciplined accounting controls. Founded by finance and accounting professional Lochlin Zhao, the team brings full-cycle bookkeeping, reconciliation, financial reporting, payroll and nonprofit and property-accounting experience across dental practices, clinics, veterinary clinics, local eateries, nonprofits and property management firms.
Whatever your industry, someone who understands your numbers is keeping them right.
Ready to hand off the books?
Tell us about your business and we'll send a custom quote. No obligation, no passwords or sensitive records required to start.