End-to-End Financial Peace
Financial clarity, without the guesswork
We handle the back office — bookkeeping, reconciliations, payroll, and compliance — so you keep momentum with fewer bumps.
What would we do for you — and what would it cost?
Pick your business, then slide to your revenue
Getting the foundation right
Specific to real estate
Every property gets its own clean income and expense trail from the start. That way you always know which unit is actually pulling weight, not just how the portfolio looks as a whole.
What We Do
A complete finance function, without the full-time cost.
Most growing businesses outgrow their bookkeeping setup before they notice — books fall behind, reporting turns manual, and tax season becomes a scramble. QuickViewBooks handles the full back office under one roof, so nothing falls through the cracks. And because we're AI-powered — automated receipt tracking, database cleaning, even AI-built websites — we bring automation into the parts of the process where it saves you real time, not just the books.
Services
Everything your books need, in one place.
Four groups of work, one point of accountability — handled by someone who already knows the business.
Bookkeeping & Reconciliation
The monthly close, done right — every account tied out before it becomes your problem.
- Monthly P&L (Profit and Loss) Statement
- Balance Sheet Reconciliation
- Bank and Credit Card Reconciliation
- General Ledger Maintenance
- Trial Balance Review
Payables, Receivables & Payroll
The money moving in and out, tracked so nothing slips between invoices and paydays.
- Accounts Payable & Receivable Management
- Payroll Processing
- Expense Tracking
- Debt and Loan Tracking
Planning & Reporting
The forward-looking side — reports built to help you make a decision, not just file a number.
- Cash Flow Forecasting
- Budget Preparation and Variance Analysis
- Financial Statement Preparation
- Inventory Reconciliation
- Fixed Asset Management
- Depreciation Calculation
Compliance & Audit Support
Tax filing and audit-readiness handled on schedule, so it never becomes a scramble.
- GST/QST Sales Tax Reporting
- Internal Audit Support
Why QuickViewBooks
Bookkeeping plus leadership, not one or the other.
Most bookkeepers hand you reports. We stay accountable to what those reports mean for your next move.
One touch point, start to finish
No handoffs, no relearning your business every quarter — one dedicated contact who already knows it.
Compliance you can rely on
GST/QST and year-end filings handled on schedule, every time.
Plain language reporting
Numbers built to be read by an owner, not just an accountant.
Scales with you
From monthly bookkeeping up to fractional CFO-level oversight.
We work with your people, not just your files
We sit down with you and your team to walk through the numbers, so the knowledge stays in-house — not locked in a report.
The Client Portal
Your numbers, in your own software.
Most clients keep QuickBooks for payroll and filings. What they actually use day to day is this: their books, built for the decisions they make, with us in it alongside them.
- Your books, the day they change
- Not a PDF emailed at month-end. Sign in and the profit & loss, balance sheet and trial balance are current — every figure derived from the same journal, so they always agree with each other.
- Click any number, see what is behind it
- A total opens into the transactions that made it: who, when, which account, the bank memo, the cheque number, the statement it came from.
- Ask, and it is answered in the books
- Flag a transaction you do not recognise or ask for a reclassification. We apply it, and every report moves together — with an audit trail of what changed and who changed it.
- Only your books, only your people
- Each login sees one client's books and nothing else. That is enforced by the database, not by hiding a menu.
The demo runs on invented books — nothing in it belongs to a client.
Books
Sample Holdings Inc.
August 2026 · books current
Cash on hand
$126,480.00
Net income, month
$48,210.44
Open questions
3
Hydro-Québec
Utilities · Aug 14
Bell Canada
Telephone · Aug 12
Deposit — 4318 Queen Mary
Rental income · Aug 01
Sample figures — a real client sees their own books here.
Looking for an assistant to help run your company?
Meet QuickView OS - the QuickView Operating System, built on QuickViewBooks.
“QuickViewBooks was built because too many business owners are left waiting on their own numbers.”
Clarity, on schedule.
The Person Behind Your Books
David Slapochnik
Founder & CEO
With over a decade in bookkeeping, CFO advisory, e-commerce operations, and real estate finance, he brings a hands-on view of how businesses actually run. A background in databases and automation shapes how QuickViewBooks puts AI to work behind the scenes.
David Slapochnik will be your direct point of contact, bringing the right people and expertise to your business.
Working across Montreal, New York, and Florida means dealing with different tax systems and different currencies on a regular basis. To keep up, we've built our own AI tools for tracking receipts, cleaning up messy data, and putting reports together faster.
$100M+
in revenue reconciled
Thousands
of monthly reconciliations completed
Hundreds
of hours in one-on-one owner guidance
Dozens
of employees trained in best-practice bookkeeping
Secure Payments
Make a one-time or monthly payment.
Choose the amount, add your invoice number or a note, then pay securely on Stripe. Your card number is never stored by us.
FAQs
Questions, answered plainly.
What does QuickViewBooks' bookkeeping service include?
Monthly reconciliations, a current P&L, accounts payable and receivable management, and a clean month-end close — the full day-to-day, handled on schedule.
What is a fractional CFO?
A fractional CFO gives you the same financial oversight, planning, and strategy as an in-house CFO — but only for the time your business actually needs. You get senior-level judgment without a senior-level salary.
What happens when my business outgrows you?
That's the goal, not a problem. Past a certain size, we help you structure and hire your own in-house finance team, train them on your systems — using AI tools to help them ramp up faster — and then shift into an external audit and oversight role, checking the work so you know it's being done right.
Can you help clean up or catch up books that are behind?
Yes — catch-up and clean-up work is common. We'll assess where things stand and bring your books current before moving to regular monthly service.
What accounting software do you work with?
QuickBooks, QBO, and Sage, including setup, training, and ongoing auditing.
Do you handle payroll and sales tax filings?
Yes — payroll processing and GST/QST filings are both part of the core service, kept current alongside your books.
How does pricing work?
Pricing depends on the scope and complexity of your books. Book a consult and we'll walk through what your business actually needs before quoting anything.
What does onboarding look like?
A short consult to understand your business, a review of your current books and systems, and a clear plan for what gets handled and when.
Contact Us
Ready for books you don't have to think about?
Schedule a call, book a virtual meeting, visit our offices, or invite us down to yours — we'd love to talk through how best to help.
Book a ConsultSpeak to David directly
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