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resources & tools

Great tools for you to use in your own bookkeeping for your company.

Home Based Expenses

Home Based Expenses

Here is a popular form that clients will use to record their home based expenses for the year. Easy and simple to record and submit to your accountant.
You? Or a bookkeeper?

Travel Expenses

Travel has unique requirements, and you can get some exclusive write offs for meals and accomodation.  Use this simple form to track your travel dates, and give to your accountant to get maximum write offs at the end of the year.

DIY Expense Tracker

DIY Expense Tracker

DIY Expense Tracker helps you track your income and expenses in a spreadsheet format without the drama of complicated accounting software.
How to prepare for your accountant

How to prepare for your accountant

This checklist will help you determine what you need to do before you go to your accountant to get your taxes done. Use this checklist to make sure you haven’t forgotten anything!

How to organize your shoebox

How to organize your shoebox

Learn how to organize your paperwork to save money on bookkeeping and accounting fees. Yes, there is a way to save money on fees and be more prepared.
Navigating Canada Revenue Agency

Navigating Canada Revenue Agency

Many ask me how to navigate the Canada Revenue Agency, before you get into trouble, and what to do if you can’t pay them. This worksheet will help!

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Many courses available to teach you the small things about starting and running your own business in Canada.

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    Join our monthly group to get group coaching and learning. Hear from others with similar issues and challenges. Learn from your peers.

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    Simple Bookkeeping Software

    Why go through the drama of accounting software?  If you are very small, keep it easy with DIY Expense Tracker.

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    DIY Expense Tracker is a simple software meant to mock a spreadsheet to make it easy for you to record receipts.

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    Using your vehicle for business?

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