How to Master Your Biz Finances! 💸
Are you DIY’ing your business bookkeeping? Have a bookkeeper on hand?
After years of being an entrepreneur, learning all about bookkeeping, and getting my business accountancy degree, I strongly wanted to do more! This document will help you if you’re currently doing your bookkeeping OR even if you have someone to help you. It’ll allow you to understand your business better and save you time and money with bookkeeping fees by having a fully functioning system and customized bookkeeping to-do list.
This is why I created a 30+ page PDF that goes over my 4 Bs of Business: to help Canadian business owners quickly and confidently navigate the side of bookkeeping. Find a cozy outfit, sit at your desk or with your laptop on the couch, and follow this document page by page (oh, and you’ll get a 2-HOUR of me going over the guide page by page along with you! 😉)
I’ll help you create a bookkeeping system that works for YOUR business and understand topics that usually leave you with question marks. You’ll feel confident about what needs to be done with your business bookkeeping. Here’s what we’ll go over:
Business Entities: Are you a sole proprietor? Are you thinking of incorporating your business? We’ll go over the different types of business entities.
Business Licences: Confused about a Business Identification Number and a Business Number? You thought those were the same? That’s why this guide is here!!
We’ll go over IN DETAIL with scenarios and examples I give my clients of GSTs and PSTs and if you need to charge sales taxes to the USA. We’ll review when to register for a GST/HST account, the benefits of registering voluntarily, and more.
Business Obligations: Did you know that specific industries have special requirements? If you own an e-commerce business, you’ll need a privacy of personal information section on your website. I've got everything you need for your industry to be entirely legit.
Business Logistics: This section is all about bookkeeping. I’ll first break down the fancy accounting terms you might’ve heard before and explain them digestibly. Then, I’ll explain how the following six pages of worksheets will help you know ALL the business expenses you can claim for your business and other things you probably didn’t think about!
We’re not done! I’ll give you my favourite paper and electronic systems for storing your receipts, what your bookkeeping system should include, whether a spreadsheet or a QuickBooks subscription, and why having this solid foundation before building the house is essential.
The most important part of this guide will be the last part: creating your CUSTOMIZED bookkeeping SOP (a fancy way of saying a to-do list). Having a to-do list every time you complete your bookkeeping is essential: REPETITION LEADS TO REMEMBERING. I provide an example of an SOP and what it will look like after you follow my lead and go through my template. You’ll customize it to fit YOUR schedule and YOUR needs.
For only $129.99 (tax inclusive), you get access to the same knowledge and expertise that would typically cost +$400 (+ tax) for a custom ZOOM session and bookkeeping system reconstruction with my System Setup Service. This means you save more while still receiving top-notch results. It's a win-win! Note: This is a digital product; you'll receive immediate access upon purchase.
“Having to navigate this side of business ownership is scary and your PDF feels like a huge sigh of relief. It’s frustrating that something so imperative to being an entrepreneur in Canada has this barrier to entry. Your document is like a one-stop-shop for first-timers who have no experience with business in any capacity.”
- Tina, Wild Pines Glass
