How do you want your books handled?
We set up AI bookkeeping that categorizes and reconciles every transaction for you. Your books stay current on their own — one-time setup, no monthly retainer.
No long-term contract. No monthly bookkeeper retainer.
Hand them off entirely. The LZ Financial team keeps your books current every month — reconciling, statements, payroll and year-end. Real people on your numbers, your time back.
Real people on your books · Priced to your business · No lock-in.
Sales platforms, payment processors and your accounting software — we connect them so the data flows into your books automatically.
If any of this sounds familiar, your books and your bank are quietly drifting apart.
One deposit hides dozens of orders, fees and refunds. Matching it by hand is guesswork.
Exporting CSVs and reconciling in spreadsheets burns a full weekend every month.
It piles up until the deadline — then you pay to clean up a year of mess.
If any of this sounds familiar, it's time to hand the books to someone else.
The books slip to nights and weekends — or they just don't get done at all.
Months behind means you can't see how the business is really doing until someone digs in.
A year of catch-up hits all at once, right when the filing deadline does.
We connect your platforms, build the rules once, and surface only the uncertain items — so you're never matching transactions by hand.
Every transaction is pulled in and categorized correctly — no manual tagging.
Each payout ties back to its orders, fees and refunds — down to the penny.
Reconciled daily and ready any time — for you, your accountant, or tax season.
No setup work on your end. Give the LZ Financial team access, and we keep your books current for you — month after month.
Give us read-only access to your accounts and whatever you have — however far behind or messy.
Each month the team categorizes, reconciles and prepares your financial statements.
Monthly statements and year-end, accountant-ready — you review, we do the work.
A 60-second look at a sample Shopify payout going from tangled deposit to fully reconciled books.
Illustrative walkthrough using sample transaction data.
Behind, messy or never set up? The LZ Financial team takes it from wherever you are and returns organized, accountant-ready books every month.
Every business is different — we scope the work to your volume and complexity.
Tell us how your tools fit together. We'll review it and reply personally with the likely gaps and the best next step.
Same clean, accountant-ready result — you choose how hands-on to be.
Set it up once and it runs automatically — no monthly bookkeeping retainer.
CAD $2,500 + applicable tax · Secure checkout by Stripe · Any optional third-party software is quoted before setup
Rather hand it off entirely? The LZ Financial team keeps your books current for you, every month.
Tell us about your business and we'll scope it · Learn more about personal bookkeeping →
Plain-language guides for the problems business owners hit most.
Connect Seller Central sales, fees, refunds and reserves to the exact QuickBooks deposit.
Read the guide →A weekly, monthly and yearly routine that keeps any business's books current.
Use the checklist →What it is, why the books and bank differ, and a simple worked example.
Read the guide →Get months or years of behind books current, one period at a time.
Read the guide →Find why Shopify costs and QuickBooks inventory value do not match.
Read the guide →How orders, fees, refunds, clearing accounts and bank deposits fit together.
Read the guide →Read your P&L, balance sheet and cash flow with confidence.
Read the guide →Book a free 30-minute demo. We'll show you exactly how your payouts would reconcile — no pressure, no commitment.
Book a 30-min demo →Calendar not loading? Open Calendly in a new tab.