“My goal is to customize an effective bookkeeping system for your business, save you time and headaches, and transform your view on finances so that you can be confident surrounding numbers to help your business thrive.”

Roxanne Marchand,
Owner and Bookkeeper of Open Book CA

Behind
Open Book

  • Owner, Bookkeeper, Business-Accounting Graduate

    Introducing Roxanne Marchand, the heart and soul behind Open Book, your trusted partner in bookkeeping services.

    With a strong foundation in business accounting and a certification as a QuickBooks ProAdvisor since 2021, Roxanne brings a variety of new ideas and expertise to the table.

    But what truly sets Roxanne apart is her genuine passion for connecting with fellow business owners. She loves hearing their stories, learning about their unique journeys, and understanding the ins and outs of their businesses.

    Roxanne's friendly and approachable nature creates a welcoming space where clients feel comfortable discussing their financial needs. As the owner of Open Book, Roxanne is committed to providing personalized solutions and going the extra mile to ensure the success of every client she serves.

    Entrust your bookkeeping to Roxanne and experience a partner who understands the numbers and your vision and goals. Contact Roxanne today and let her help you write the financial chapter of your business's success story.

  • Cambrian College of Applied Arts and Technology - Business Accountancy Degree

    Intuit Quickbooks - Platinum Pro Advisor 2025-2026

    H&R Block - Certified Federal Income Tax Level 1

    Sage 50 Accounting Canada - Training completed in 2018

  • Other Areas of Expertise - Canva, QuickBooks Online, Square, Stripe, Shopify, Etsy, Wix, Squarespace, Microsoft Software, and so much more.

  • We specialize in providing tailored bookkeeping solutions for driven entrepreneurs in Canada. Our services are designed to assist individuals starting their business journey or looking to elevate their mid-sized enterprises. Whether you're a business owner seeking reliable financial management, prioritizing work-life balance, or simply passionate about growing your venture, our support is crafted to meet your needs. We understand the importance of a well-balanced life, allowing you to focus on your business while we take care of the financial intricacies. Let's work together to ensure your business thrives!

How OB can help you thrive

I’m dedicated to empowering you to take control of your bookkeeping and understand your financials. Here's how you can work with OB:

Build Your Bookkeeping System

System Setup Service

Perfect for business owners who want to manage their own bookkeeping but need help setting up a proper system in QuickBooks.

I’ll help you create a clean bookkeeping structure so you can confidently maintain your records moving forward.

Includes:

  • QuickBooks system setup

  • Chart of Accounts structure

  • GST/HST configuration

  • Bank and credit card connections

  • Automation rules

  • A simple monthly bookkeeping checklist

  • A walkthrough of your system

  • 2-week assistance after the setup

This option is best if you want to do your own bookkeeping with a solid foundation.

Options:

  1. DIY System Setup Kit - $65 Tax Inclusive (Purchase here)

  2. Review My Setup - starting at $165 Tax Inclusive (fill the form below)

  3. Done-For-You System Setup - starting at $445 Tax Inclusive (fill the form below)

Check Your Bookkeeping

Bookkeeping Review Service

For business owners who manage their own bookkeeping but want peace of mind that everything is accurate.

I’ll review your records and identify any issues before they become bigger problems.

Includes:

  • Review of categorized transactions

  • GST/HST checks

  • Financial report review

  • Identification of errors or inconsistencies

  • Recommendations for corrections

Review services are available after completing a System Setup to ensure your bookkeeping system is structured properly.

Let Me Handle It

Ongoing Bookkeeping

If you’d rather not deal with bookkeeping at all, I can manage it for you.

This service includes ongoing bookkeeping support so you can focus on running your business.

Includes:

  • Monthly or quarterly bookkeeping

  • Transaction categorization

  • Bank and credit card reconciliation

  • GST/HST tracking

  • Financial reports

System setup and onboarding are included in this service.

FILL IN OUR INTAKE FORM TO GET A QUOTE >
FILL IN OUR INTAKE FORM TO GET A QUOTE >

Our Clients’ Industries

  • A woman receiving an facial treatment, lying down with her eyes closed, while a practitioner uses a facial roller on her face, in a spa or wellness setting.
  • Person pouring pink liquid into a glass at a skincare or beauty station with bottles and containers on a wooden tray.
  • Woman using a blue dental floss pick to clean her teeth in front of a mirror.
  • Person in a yellow sweater taking a photo with a camera of a printed coffee cup on a table, with a laptop and some magazines or photographs in the background.
  • A woman with curly hair whisking ingredients in a bowl in a kitchen.
  • Person holding a color swatch fan with various shades of gray, yellow, and brown in a modern office or studio setting.
  • Two women and a woman are sitting around a wooden table, looking at a smartphone together. The table has a decorative wire basket and a white candle, with a woven placemat underneath.
  • A woman with long blonde hair wearing a white cap and black shirt paddles a canoe on a lake surrounded by mountains and dense green trees, with partly cloudy sky overhead.
  • A woman shopping for fruit at a grocery store's produce section.

Tool to Support Your Business

What Biz Owners are Saying!

I’m excited to introduce the Ultimate Biz Tracker for Canadian Business Owners—a meticulously crafted and refined spreadsheet perfected over the years. This tool is highly trusted by my clients (I also used it at the start of OB), making it ideal for business owners who aren’t ready to jump into bookkeeping software just yet.

i need this biz tracker!
i need this biz tracker!

✨ The Open Book DIY QuickBooks Setup Kit

If you’re the kind of business owner who keeps saying “I’ll set up QuickBooks this weekend” and then immediately closes the tab because it feels overwhelming… this is for you.

The Open Book DIY QuickBooks Setup Kit gives you the exact step-by-step system to set up your QuickBooks properly from the start, without the confusion, messy books, or GST/HST mistakes that lead to expensive cleanup later. From connecting your accounts and organizing your Chart of Accounts to properly recording income from sales platforms, creating bank rules, reconciling, and building your own monthly bookkeeping workflow, this kit helps you create a clean, CRA-friendly system that actually makes sense for your business. Plus, you’ll get bonus resources like GST/HST threshold guidance, explanations of cash vs. accrual, QuickBooks tutorials, and business-use-of-home and vehicle spreadsheets, so you feel fully supported every step of the way.

And if you want peace of mind once you’re done, you can upgrade to Review My Setup, where I personally review everything you built and make sure it’s structured correctly. Want to skip the DIY altogether? My Done-For-You System Setup is the next-level option where I build the entire QuickBooks system for you. You can fill out our intake form and let us know what you’d be interested in.

FILL IN OUR INTAKE FORM HERE IF YOU’RE INTERESTED IN OTHER SERVICES 👋

Ready to finally set up QuickBooks with confidence? A one-time investment of just $65 CAD to save hours of bookkeeping stress later.

DIY Setup Kit
DIY Setup Kit
$65.00

The Open Book DIY QuickBooks Setup Guide + Resources

Set up your bookkeeping system properly from the start, without the overwhelm.

This step-by-step guide was created for business owners who want to manage their own bookkeeping in QuickBooks, but need a clear system that actually makes sense.

Instead of guessing your way through setup and creating messy books you’ll need to fix later, this guide walks you through exactly how to build a clean, CRA-friendly bookkeeping workflow that saves time every month.

Inside, you’ll learn how to:

  • Set up QuickBooks Online the right way

  • Connect bank and credit card accounts

  • Clean up your Chart of Accounts

  • Configure your GST/HST profile

  • Create bank rules to automate your bookkeeping

  • Properly record sales from selling platforms (avoid the most common errors I see)

  • Build your own monthly bookkeeping SOP with my template

  • Record Business Use of Vehicle + Home expenses

  • Reconcile your business accounts

  • View useful reports in QuickBooks Online

🎁 Included Learning Tools + Resources

To make your QuickBooks setup easier and help you confidently manage your bookkeeping moving forward, this guide also includes:

  • 📘 Cash vs. Accrual Accounting Explanation
    Understand which bookkeeping method fits your business and how it impacts the way you record income.

  • 📄 GST/HST Threshold Explanation + Helpful Links
    Learn when you need to register, how the $30,000 threshold works, and access support resources to help you determine your status.

  • 🎥 QuickBooks Tutorial Video Links
    Follow along with step-by-step videos to help you navigate setup, workflows, and common bookkeeping tasks.

  • 🚗 Business Use of Vehicle Spreadsheet
    Easily track mileage and vehicle-related expenses to calculate your business-use percentage.

  • 🏠 Business Use of Home Spreadsheet + Space Calculator
    A simple tool to help you calculate eligible home office expenses and determine your business-use-of-home percentage.

This is perfect for the business owner who wants to feel confident doing their own books, while still having professional guidance behind the scenes.

Are you looking for ongoing bookkeeping assistance or assistance with fixing your current system? We’re currently taking on a few more clients. We’re reaching out to businesses in the order they’ve inquired.

Fill in our intake form

let's get started
let's get started