Your Bookkeeper
Built You
a Portal.
Most bookkeepers send a PDF once a month and go quiet. CDL Accounting gives every client Docket™ — a live portal showing missing receipts, CRA deadlines, and exactly where your month-end stands. Receipt Control™ is built right in. Included in every plan.
One Missing Receipt Can Trigger an Audit
"I think it's right" isn't a strategy. You need numbers you can trust — and a system that doesn't depend on memory.
The Problem
Receipts lost in the truck. Uncategorized transactions. Month-end scrambles. Books that are "mostly right" but hide the truth and leave you exposed.
Our Solution
Docket™ gives you live visibility into your books, missing receipts, and CRA deadlines. Receipt Control™ captures every document automatically. Rigorous monthly close with a documented checklist.
Your Result
Audit-defensible books every month. Reliable numbers for your decisions. Full compliance confidence when you file your returns.
Every CDL client gets a private portal with live visibility into their books, documents, and CRA & MRQ obligations. No other bookkeeper at this price point gives you this.
Get Access — Book a CallMissing Receipt Dashboard
Every transaction flagged for a missing document. Submit by photo, file, or email directly from the portal.
Includes Receipt Control™CRA Deadline Tracker
GST/QST, payroll remittances, filing deadlines — surfaced automatically before they become a problem.
Never miss a dateMonth-End Checklist
See exactly where your monthly close stands — what's done, in progress, and waiting on you.
Full transparencyQuickBooks Sync
Transactions pulled live from QBO. No manual entry. Your books and portal always in sync.
Live dataReceipt Control™
No more lost receipts. No more delayed closes. Our proprietary system captures, archives, and syncs your documents automatically — with zero effort on your part.
📱 Snap & Upload
Take a photo, select multiple files, or email receipts to your personal Receipt Control address — including forwarding directly from your inbox. Our portal works in any browser. No app to install.
☁️ Auto-Archive
Every receipt saved to your shared cloud folder — organized by date, accessible 24/7.
🔄 QuickBooks Sync
A copy is sent directly to QuickBooks Online for review and posting. Zero manual entry.
✅ Human Review
Our team matches transactions, catches exceptions, and ensures accuracy before delivery.
3-Second Upload
Snap a photo, pick multiple files, or email receipts — even forward directly from your inbox. Works on any phone, Mac, or PC. No app required.
Always Archived
Every receipt automatically saved to the cloud and organized by date.
Monthly Checklist
Documented process every month. Reconciliations, classification review, consistency checks.
Audit-Ready
Complete documentation trail. Traceable procedures. Always defensible.
Book a 15-Minute Call. That's It.
No commitment. No pressure. Just clear answers about what your bookkeeping should look like.
Volume Assessment
How many bank accounts, monthly transactions, payroll needs, and what system you're currently using.
Fit Validation
Exact scope of services, our limitations, realistic timelines, and best setup for your business.
Clear Next Steps
You leave with exact pricing, detailed scope, and the roadmap to compliant books. No surprises.
What Our Clients Say
Real reviews from real business owners on Google.
Docket™ + Receipt Control™. Included in Every Plan.
QuickBooks Plus included in every plan. No hidden fees. No long-term contract.
Frequently Asked Questions
What exactly is Receipt Control™?
Is QuickBooks Online included?
Where are my receipts stored?
Do you offer payroll services?
Can you clean up months of backlog?
Is there a minimum commitment?
Ready to Stop
Chasing Receipts?
Book a 15-minute call. If we're not the right fit, we'll tell you honestly. No pressure. Just clear answers.