Resources for business owners
Free guides, tools, and straightforward answers to help you run a financially healthy business.
Featured resources
Practical guides to help you spot problems, stay organized, and better understand your business finances.
Free tools and downloads
Practical resources you can download and use right away — no sign-up required.
PDF Guide
Newly Incorporated: Getting Started Guide
A practical guide to setting up the financial side of your corporation properly from the beginning — from banking and CRA accounts to bookkeeping systems and your fiscal year-end.
Excel Template
Invoice Template
A simple, customizable invoice template with automatic totals and editable GST/HST.
Excel Template
Business Expense Tracker
Track expenses, GST/HST, payment methods, receipts, and spending by category in one organized workbook.
Excel Template
Basic Chart of Accounts
A practical starting chart of accounts for a small incorporated business, with plain-language explanations.
From the blog
Practical resources you can download and use right away — no sign-up required.
FINANCIAL CLARITY
A healthy balance can still hide taxes owed and bills coming due. Here is what to look at instead.
Why Your Bank Balance Doesn't Tell the Full Story
FINANCIAL CLARITY
How to Read a P&L Statement Without an Accounting Background
FINANCIAL CLARITY
The handful of signs that tell you your numbers are in good shape, and the ones worth watching.
What a Healthy Business Looks Like Financially
Glossary
Terms you will hear from us, in plain language.
Accounts payable
Money your business owes to suppliers but has not paid yet.
Reconciliation
Matching your books against your bank statement so both agree.
Input tax credit
The GST you paid on business purchases and can claim back on your return.
Accrual accounting
Recording income and expenses when they happen, not when cash moves.
Accounts receivable
Money your customers owe you for work already invoiced.
Shareholder loan
The running tally of money moving between you and your corporation.
Fiscal year end
Money your customers owe you for work already invoiced.
Source deductions
Money your customers owe you for work already invoiced.
Frequently asked questions
What does bookkeeping with you cost?
Monthly packages are priced on the volume and complexity of your books, not by the hour, so you know the amount before the month starts. Most incorporated clients land in a predictable monthly range, and we quote it after a short conversation about your transactions, payroll, and filings.
What is the difference between bookkeeping and a Diagnostic Review?
Bookkeeping is the ongoing monthly work that keeps your financial records accurate, reconciled, and up to date. New monthly bookkeeping clients begin with a Diagnostic Review. It gives us a detailed look at your existing books so we can identify what is accurate, what needs attention, and what ongoing bookkeeping will require before recommending the appropriate service.
Do you work with businesses outside Burnaby?
Yes. We are a virtual firm, so we work with incorporated businesses across British Columbia and the rest of Canada. Everything happens over secure file sharing, email, and scheduled video calls.
Do you file my corporate tax return?
We prepare year-end ready books and work directly with your accountant, who files the T2. If you do not have an accountant yet, we can point you to ones we work with regularly.
My books are behind. Is that a problem?
It is common and it is fixable. Catch-up work is quoted separately from your monthly package so the cost is clear up front, and we handle the backlog before moving you onto a regular schedule.
One email a month with a practical tip, useful resources, and anything new in the resource library.