Dumps

Indoor shot of mixed race coworkers at a business meeting. They use laptops to share ideas and collaborate while seated next to a desk.

Values

Integrity, Client focus, and a commitment to excellence are at the heart of everything we do.

Simplify the complex

We speak your language, not accountant jargon. We’ll make sense of the numbers without the jargon, giving you clear insights into your financial health.

A transgender woman smiling while working at a computer desk with one of her colleagues.

Expertise You Can Rely On

Our pool of experiences cuts across many industries; at any given time, our team of bookkeepers and  accountants has combined over 60 years of experience with SMEs, business insight and experience.

Industries

Specialized Accounting for Your Industry

We understand the unique challenges and opportunities in various industries. Our current clients cut across the following sectors:

Construction & Trades

Building a solid foundation (without the headaches).

You know how to lay the perfect foundation, wire up a building, or turn a blueprint into reality—but when it comes to your finances, do things feel a little…unfinished?

Contractors, subcontractors, and trade professionals face challenges with fluctuating material costs, labor shortages, compliance with tax regulations, and navigating complex contracts.

At Kelly Richard Accounting & Consulting, we help contractors, tradespeople and construction businesses build strong, stress-free financial systems so you can focus on getting the job done (without getting buried in paperwork).

We handle GST/HST, payroll, and corporate taxes, so you can avoid costly surprises (unlike that time your client changed the design again). We make sure your crew gets paid on time, and allow you to focus on the blueprint without the stress!

Let’s hammer out the details—

E-Commerce & Retail Your Finances Should not be Out of Stock

You’ve got a thriving store—whether it’s a bustling brick-and-mortar shop or an online empire—but are your finances as smooth as your checkout process? If inventory tracking, sales tax compliance, and cash flow management have you feeling like you’re juggling too many shopping carts, don’t worry—we’re here to help

We help retailers and e-commerce entrepreneurs keep their finances in stock, sales tax sorted, and profits maximized with expert accounting solutions. By integrating seamless accounting systems with Shopify, Amazon, Etsy, and other platforms for real-time financial tracking, we can help you manage your inventory (so you know exactly what’s selling and what’s just collecting dust), Stay compliant with sales taxes (GST/HST, PST, US Nexus Issues), and stay on top of your margins with cash flow and profitability analysis.

Running a retail or e-commerce business is a whirlwind of orders, customers, and ever-changing trends—but your finances? They should be steady, predictable, and as reliable as your best-selling product.

start-up

Tech Startups & SaaS

Accounting services that scale as fast as you do!

 You’re disrupting industries, launching MVPs, and pitching investors—but are your financials as future-proof as your tech? If burn rate, revenue recognition, and funding compliance feel more confusing than debugging someone else’s spaghetti code, don’t worry—we’ve got the solution.

At our firm, we help startups, SaaS companies, and tech innovators keep their finances lean, scalable, and investor-ready, so they can focus on what they do best—building the next big thing.

At Kelly Richard Accounting and Consulting, we can support you with financial models and cash flow management tools, help you understand your runway, and manage burn rate, Our accounting solutions ensure accurate financial tracking and reporting for subscription-based and recurring revenue models, providing you with Investor-ready financial Reporting a& KPI analysis.

Whether you’re a bootstrapped startup, a venture-backed company, or a scaling SaaS business, our expertise ensures your finances remain structured, compliant, and optimized for growth. Let us help you streamline your financial operations so you can focus on building the next big thing.

Ready to optimize your financial stack?

room-service

Restaurants, Travel and Hospitality

Independent restaurants, Restaurant franchises, travel agencies and tour operators need precise financial management to stay competitive and profitable.

Our payroll solutions can help streamline employee compensation, including tax-efficient tip reporting and payroll processing. Our accounting solutions help provide real-time insight into your Company’s performance so you can plan for seasonal fluctuations and maintain stability. We help you stay on top of tax obligations and track accurate tax collection and remittance for multi-location companies selling across different provinces.

Whether you’re serving up gourmet meals, booking dream vacations, or welcoming guests from around the world, we’ll make sure your numbers stay as polished as your customer reviews!

helmet

Professional Services (Lawyers, Consultants, etc.)

Keeping your numbers as sharp as your expertise!

As a lawyer, consultant, architect, or other professional, you’re busy solving client problems, winning cases, and delivering expert advice. Your financials deserve the same expert attention. If managing the numbers is taking up more time than your billable hours, we can help!

Our services can help you manage client trust accounts in compliance with provincial law society regulations to maintain financial integrity; and ensure steady cash flow through proper invoicing, receivables tracking, and financial forecasting. By integrating your professional practice with solutions such as Clio and HoneyBook, we can help improve your billing efficiency and resource allocation; help you identify what’s actually making you money and what’s just eating into your bottom line.

Let’s crunch the numbers while you focus on serving your clients. 

treadmill

Health & Wellness (Clinics, Gyms, etc.)

Keeping Your Finances in Shape While You Keep Others Fit

 Running a clinic, gym, spa, or wellness center means you spend your days helping clients reduce stress, get stronger, and feel their best—but what about your financial health? Are your books looking a little flabby? Is tax season giving you more anxiety than leg day? That’s where we come in.

At our firm, we specialize in helping health and wellness professionals flex their financial muscles with expert accounting and tax solutions, so you can focus on keeping your clients in top form. Our services include:

Cash Flow Management & Budgeting – Because running out of money is more painful than forgetting leg day.

GST/HST Compliance & Tax Planning – Make sure your tax obligations are as well-balanced as your clients’ macros.

Payroll & Contractor Payments – Whether it’s personal trainers, massage therapists, or clinic staff, we keep payroll running smoother than your yoga instructor’s breathing.

Membership & Recurring Revenue Tracking – So you can focus on building client loyalty while we handle the numbers.

Ready to lift some accounting weight off your shoulders? 

donation

Non-profits and Charities

Keeping Your Mission Strong and Your Finances Stronger You’re making an impact, and driving a mission that truly matters. But between donor reporting, grant compliance, and tax filings, the financial side of running a non-profit can feel more complicated than your last fundraising gala. That’s where we come in.

We help non-profits, charities, foundations, and religious organizations keep their books clean, funding secure, and financial reporting flawless—so you can focus on making a difference.

Our accounting services help with fund accounting and donor-restricted funds management, ensure proper allocation and tracking of funds for transparency and compliance, prepare and file the T3010 registered charity information return to maintain tax-exempt status, and help you maximize tax savings.

Our budgeting and financial planning expertise will help you keep your programs running smoothly without last-minute fundraising scrambles.

You work hard to serve the community — We work hard to make sure your finances serve you. 

treadmill

Holding Companies and Investment Funds

Our firm provides strategic accounting and advisory services tailored to the unique needs of Holdcos, family offices, and investment funds. Our services include providing accurate reporting for investment performance, managing financial consolidation for multiple entities, ensuring compliance with transfer pricing rules, and implementing tailored solutions for investment tracking. We will handle the small details so you can focus on managing and growing your investments.

Let’s talk about making your financials work as hard as your investments—ready?

treadmill

Canadian & US-based subsidiaries

Expert Financial Oversight for Cross-Border Operations.

Operating a cross-border business brings exciting growth opportunities, but it also presents challenges. Navigating multi-jurisdictional tax laws, Foreign exchange risks, and US state-level sales tax requirements can feel like a never-ending puzzle.

We provide payroll management and tax compliance for employees in both Canada and the U.S., including Form W-9, W-2, 1099, T4, and T4A filings.  We can help with annual franchise tax filings in US states and sales tax reporting and filing. Our expertise covers multi-currency accounting and financial reporting under US GAAP, IFRS, and Canadian GAAP – wherever the pain points exist for your team.

Whether you are a Canadian company with US-based sales and operations, or a Canadian subsidiary of a US Company, or part of a multinational corporate structure, our expert financial oversight ensures compliance, accuracy, efficiency, and long-term success.

Let’s simplify your cross-border financials— 

Need industry-specific advice?

Why Choose Us

At our accounting firm, we believe in personalized service. Your business is unique, and your financial strategies should be too. We offer tailored accounting services to fit your specific needs, ensuring you’re set up for success. Our approach means: 

– Streamlined Processes: Count on us to make your financial processes as seamless and efficient as possible, reducing your administrative burden.

Values

Integrity, Client focus, and a commitment to excellence are at the heart of everything we do.

Blog & Podcast

Stay Ahead with Expert Accounting Insights

Explore our latest blog posts and free resources to help you manage your business finances

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco nisi ut aliquip ex ea commodo consequat.

Specialized Accounting for Your Industry

We understand the unique challenges and opportunities in various industries. Our current clients cut across the following sectors:

Bookkeeping & Payroll Services in Canada

Meet Kelly

With over 25 years as a bookkeeper, Kelly brings a wealth of experience to every job. She has been a member of the Institute of Professional Bookkeepers since 2011 and received her Certified Professional Bookkeeper designation shortly after that. Kelly can also perform mobile accounting for those companies that require someone on site.

Expert Guidance, Simplified: Your trusted growth partner

Expert Guidance, Simplified: Your trusted growth partner

Accouting & Consulting

Expert Guidance, Simplified: Your trusted growth partner

Running a business is challenging. You need a reliable partner who understands your unique needs and can provide expert guidance. At Kelly Richard Accounting, we’re more than just accountants – we’re your dedicated advisors, we are invested in the success of your business too.

We offer a full range of accounting services, from bookkeeping and tax preparation to strategic consulting and outsourced CFO/Controller functions to help drive your fundraising efforts and support your start-up; our tailored approach ensures you get exactly what your business needs!

Industries

Specialized Accounting for Your Industry

We understand the unique challenges and opportunities in various industries. Our current clients cut across the following sectors:

Construction & Trades

E-Commerce & Retail

room-service

Restaurants, Travel and Hospitality

helmet

Professional Services (Lawyers, Consultants, etc.)

start-up

Tech Startups & SaaS

treadmill

Health & Wellness (Clinics, Gyms, etc.)

donation

Non-profits and Charities

  • Unlimited support

    Support is free, whenever you need it.

  • Accounting. Anywhere.

    We use cloud-based solutions to help you run your business on the go.

  • Real-time financial data

    Nobody really likes surprises—especially when it comes to finances.

  • You're not a number

    We give each and every business professional TLC.

Unlock Financial Excellence With Kelly Richard Accounting & Consulting.

We provide in-house and on-site services.

Why Choose Us?

Our Values:

Integrity, Client focus and a commitment to excellence are at the heart of everything we do.

Friendly & Approachable:

We speak your language, not accountant jargon.

Expertise You Can Rely On:

Our pool of experiences cuts across many industries; at any given time, our team of bookkeepers and accountants has combined over 60 years of experience with SMEs and business concerns.

Personalized Service:

No cookie-cutter solutions—every business is unique.

Serving Businesses Across Canada:

From start-ups to established companies, we are a plug-in solution to your business needs.

Get in touch with us!

We provide in-house and on-site services.

Bookkeeping and back-office services that give you peace of mind

Accounting / Bookkeeping

Accounts Payable and Receivable
General Ledger Review Bank and Credit Card Reconciliations
Monthly and Year End Reports

Payroll Management

We ensure accurate and timely payroll processing and help you with ROE preparation, T4 management.

Personal Income Tax

Personal Income Tax Returns statutory remittances, and tax reporting.

Incorporations / Business Registrations

Government Reporting
WorkSafe NB Remittances

Business Plans / Budgets

Client Representative for the CRA

Training

Sage Consulting and Training
Bookkeeping Training

What sets us apart

"Committed to serve you because we care!"

Stitching together an online accounting and technology solution that is custom-tailored to fit your business is what we do.

 

  • Unlimited support

    Support is free, whenever you need it.

  • Accounting. Anywhere.

    We use cloud-based solutions to help you run your business on the go.

  • Real-time financial data

    Nobody really likes surprises—especially when it comes to finances.

  • You're not a number

    We give each and every business professional TLC.

Our latest news

Visit our blog section and stay tunned with latest news

Unlock Financial Excellence With Kelly A. Richard Bookkeeping Services!

Hi! I'm

Kelly A. Richard

With over 25 years as a bookkeeper, Kelly brings a wealth of experience to every job. 

She has been a member of the Institute of Professional Bookkeepers since 2011 and received her Certified Professional Bookkeeper designation shortly after that. Kelly can also perform mobile accounting for those companies that require someone on site. a personal success program for modern entrepreneurs.

Our Values:

Friendly & Approachable:

We speak your language, not accountant jargon.

Expertise You Can Rely On:

Our pool of experiences cuts across many industries; at any given time, our team of bookkeepers and accountants has combined over 60 years of experience with SMEs and business concerns.

Personalized Service:

No cookie-cutter solutions—every business is unique.

Serving Businesses Across Canada:

From start-ups to established companies, we are a plug-in solution to your business needs.

Get in touch with us!

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco nisi ut aliquip ex ea commodo consequat.

Services

Tailored Accounting Solutions for Growing Businesses

We offer a full suite of accounting services designed to support businesses at every stage.

Tired of wrestling with spreadsheets and receipts? Our bookkeeping services provide accurate and timely financial records, giving you information and insight into your business performance and future growth opportunities; and freeing you up to focus on what you do best.

What We Offer:

  • Monthly, Quarterly and Catch-up Bookkeeping
  • Accounts Receivables & Accounts Payables management
  • Payroll Processing, T4 and T4A processing, ROEs, Filings and Remittances
  • HST/GST/PST Filing & Compliance
  • Audit support and Assistance
  • Bank & Credit Card Reconciliations
  • Financial Statements & Reports
  • Accounting setup and support (Sage, QuickBooks, Xero, etc)

Stay on top of your books— Get in touch with us!

Minimize taxes, maximize savings, and stay CRA-compliant.

What We Offer:

  • Personal Tax Returns for Individuals and Business Owners
  • Corporate & Small Business Tax Returns
  • Trust Returns
  • Compilation Financial Statements

Let’s reduce your tax burden — Get in touch with us!

Get Strategic financial leadership without the overhead. We’ll provide strategic financial management, budgeting, and reporting to help you make informed decisions.

What We Offer:

  • Business Plans, Budgeting & Forecasting
  • Financial Analysis and KPI Reporting
  • Profitability & Growth consulting
  • Support with grants and applications
  • Financial Planning & Analysis

Scale your business with expert guidance — Get in touch with us!

Helping you make informed financial decisions and optimize operations.

What We Offer:

  • Business Incorporation & Dissolution
  • CRA Audit Support & Representation
  • Business Process Improvement
  • Financial due diligence for Mergers and Acquisitions
  • IFRS Consulting, preparation of IFRS-compliant financial statements for private and listed SMEs

Let’s build a solid financial foundation— Get in touch with us!

Address

880 Hanwell Road Unit 105 Fredericton NBE3B 6A3

Tax Preparation & Planning

Minimize taxes, maximize savings

Tax Preparation & Planning

Minimize taxes, maximize savings, and stay

Tax Preparation & Planning

Minimize taxes, maximize savings, and stay

Tax Preparation & Planning

Minimize taxes, maximize savings, and stay

Newsletters
Newsletters
Newsletters

Construction & Trades

Building a solid foundation (without the headaches).

You know how to lay the perfect foundation, wire up a building, or turn a blueprint into reality—but when it comes to your finances, do things feel a little…unfinished?

Contractors, subcontractors, and trade professionals face challenges with fluctuating material costs, labor shortages, compliance with tax regulations, and navigating complex contracts.

At Kelly Richard Accounting & Consulting, we help contractors, tradespeople and construction businesses build strong, stress-free financial systems so you can focus on getting the job done (without getting buried in paperwork).

We make sure your crew gets paid on time, and allow you to focus on the blueprint without the stress!

Let’s hammer out the details—

Kelly Richard Accounting & Consulting has gained a lot of experience working with a wide arrange of industries and Non-profits in the Fredericton area. The best part of our job is our clients. They value the work we do and refer us to other small business owners….

Newsletters

Tired of wrestling with spreadsheets and receipts? Our bookkeeping services provide accurate and timely financial records, giving you information and insight into your business performance and future growth opportunities; and freeing you up to focus on what you do best. Our custom-made solutions include monthly recurring, quarterly, project-based, catch-up, and fully outsourced options.

Before you book

From immunizations to checkups and  preventive care,  exams, our primary care physicians and providers work to keep you and your whole family healthy and strong each and every day.

Setup Your Profile

We fight the hardest conditions with hardest resources.

Import Records

Not only the brain, but the whole neuro-system of your body.

Choose a Doctor

Help your most hard working muscle keep working.

step 1

Get the app

From immunizations to checkups and  preventive care,  exams, our primary care physicians and providers work to keep you and your whole family healthy and strong each and every day.

We're good at what we do.

Access a nationwide network

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Approved prescriptions

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Awards & recognition

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Frequently Asked Questions

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Accounting, Bookkeeping & Payroll

Tired of wrestling with spreadsheets and receipts? 

Business Advisory & Consulting

Helping you make informed financial decisions and optimize operations.

Tax Preparation & Planning

Minimize taxes, maximize savings, and stay

Outsourced Controller & CFO Services

Get Strategic financial leadership without the overhead. We'll provide strategic financial

What sets us apart

"Committed to serve you because we care!"

Stitching together an online accounting and technology solution that is custom-tailored to fit your business is what we do.

 

  • Unlimited support

    Support is available, whenever you need it.

  • Accounting. Anywhere.

    We use cloud-based solutions to help you run your business on the go.

  • Real-time financial data

    Nobody really likes surprises—especially when it comes to finances.

  • You're not a number

    We give each and every business professional TLC.

TOP