Bookkeeping & Financial Coaching for Canadian Entrepreneurs

Feeling behind on your bookkeeping but not sure where to start?
This free Bookkeeping Checklist for Canadian Business Owners walks you through the essential monthly tasks that keep your books accurate, compliant, and stress-free.

Designed for service-based sole proprietors and small business owners, this checklist covers the fundamentals, from gathering statements and receipts to reconciling accounts and staying on top of payroll and sales tax obligations.

Use it monthly, quarterly, or whenever things feel a little messy. It’s a simple, practical tool to help you regain clarity and confidence in your numbers.

This free, easy-to-use reference is designed to outline which business expenses are commonly deductible in Canada. It’s built specifically for service-based businesses and sole proprietors.

This template is intended for reference purposes only. Always consult an accounting professional if you are ever in doubt.

This customizable template allows you to efficiently track medical costs throughout the year, including any insurance claim payouts. At year-end, a comprehensive report that clearly shows your total private pay expenses is perfect for tax season and potential write-offs.

Key Features:

• Detailed Tracking: Record each medical expense along with corresponding insurance claim payouts, ensuring nothing is overlooked.

• User-Friendly Design: Simple formatting, no advanced skills required.

• Customizable Fields: Tailor the categories to fit your unique needs and medical expenses.

• Year-Round Organization: Stay on top of your expenses, avoid the year-end scramble, and maximize your savings.

Stay organized and stress-free this holiday season with the Gift Countdown Tracker! Designed to help you plan for any upcoming event that involves gift-giving (like Christmas or birthdays), this easy-to-use Google Sheets template counts down the days until your event, helps you manage your budget, and tracks your spending in real-time.

Our Home Office Expense Tracker is designed to help you accurately calculate the deductible amount for your home office used for business purposes. This easy-to-use tool allows you to track eligible expenses such as utilities, rent, mortgage interest, and maintenance costs, and automatically calculates the portion you can write off based on the size of your office relative to your home.