Resources
Tools to keep your finances organized
Practical tools to help you organize your records and prepare for a useful conversation about your finances.
Bookkeeping health check
Where could your books use more attention?
Answer four questions about your bookkeeping routine to find a starting point for improving it. This is a general self-check; it does not inspect your records or assess your tax compliance.
The assessment is free. Any catch-up or clean-up bookkeeping is quoted separately.
How healthy are your books?
Four questions. A clearer sense of where to start.
Download & keep
Your monthly bookkeeping checklist.
Twenty practical checks for bank accounts, receipts, invoices, payroll records and your month-end handover. Use the plain-text file on screen or print it and work through the list with your bookkeeper.
- Gather and reconcile your records
- Review outstanding balances and reports
- Identify gaps before the next handover
Plain text · 20 checks · no sign-up required
Tax calendar
Find the dates that apply to your business.
Filing and payment deadlines depend on the account, reporting period and your circumstances. Check the Canada Revenue Agency’s current guidance and confirm the relevant dates for your business.
These resources provide general information and record-organizing prompts, not legal or tax advice for your circumstances.
Ready to turn a checklist into a plan?
Bring your questions to a free consultation. We’ll discuss your records, priorities and the support that would help.