RESOURCES to fuel your FINANCIAL EMPOWERment

BOOKKEEPING SERVICES FOR THE ASPIRING 7 FIGURE BUSIneSS OWNER

These Resources are packed with value and tangible take-aways that you can implement today!

Financial Health Check-up Guide

A comprehensive downloadable guide that helps Business Owners like you, assess the Financial Health of your company. This resource includes checklists, key Financial Ratios, and tips for improving Financial Stability.


DOWNLOAD YOUR FREE FINANCIAL HEALTH GUIDE

Step-by-Step Instructions: Detailed steps on how to conduct a thorough Financial health check-up.

Checklists for Essential Financial Documents: Lists of documents you need to gather, such as income statements, balance sheets, cash flow statements, and tax returns.

Explanations of Key Financial Ratios: Clear explanations and formulas for calculating key financial ratios like current ratio, quick ratio, debt-to-equity ratio, gross margin, and net profit margins.

Tips for Improving Financial Stability: Practical advice on improving cash flow, managing debt, controlling expenses, and increasing revenue.

includes:

Feel Empowered to regularly assess and improve your Business's Financial Health, leading to more informed decision-making and better Financial Management.

resources

Payroll Compliance Checklist

A detailed checklist that helps your Business to ensure you are compliant with Canadian payroll regulations. This resource covers all critical aspects of payroll processing and compliance requirements.

Comprehensive Checklist: Covers employee classification, tax deductions, remittances, and records

Current Canadian Payroll Regulations: Information on the latest regulations and updates.

Common Payroll Mistakes: Tips for avoiding errors in payroll processing.

Payroll Systems Guidance: Recommendations on setting up efficient payroll systems and software.

includes:

Created to support you in staying compliant with payroll laws, avoiding penalties and ensuring accurate payroll processing, which builds trust with employees and maintains legal compliance.

DOWNLOAD YOUR FREE CHECKLIST NOW

Tax Planning Guide & Resources

Your Guide to important tax deadlines and planning tips. Perfect for the aspiring 7 figure canadian business owner.
This resource is designed to help you to stay organized in your Business and be proactive with your tax obligations.

Key Tax Deadlines: Important dates for filing returns, remitting taxes, and making installment payments.

Monthly Tax Planning Tips: Actionable tax planning advice and reminders.

Downloadable and Printable Formats: Available in both online and printable formats for convenience.

CRA Resources Links: Direct links to relevant Canada Revenue Agency forms and resources.

includes:

Designed to assist you in staying on top of your tax obligations, reducing the risk of missed deadlines and penalties, and providing valuable tax planning strategies throughout the year.

DOWNLOAD MY FREE TAX GUIDE & RESOURCES NOW

Professional Bookkeeper & QuickBooks ProAdvisor, ready to make your Financial Management a success focused, Stress-Free experience.