Be ahead of
the crowd

Our annual checklists will get you there

The success of your business relies on grabbing an edge when you can and saving time wherever possible.

The success of your business relies on grabbing an edge when you can and saving time wherever possible. We’ve developed these checklists and worksheets to help you spend less time gathering information and make sure you’re getting every deduction possible.

Start by making sure you have all the documents you need, using our PDF checklist.

Then, read more about how to plan ahead for next year, based on the type of business you have.

It had a positive domino effect on his whole business portfolio. With three companies to run, Andrew’s accounting had become an afterthought. His books were a mess, he felt stressed about surprise CRA audits and he didn’t realize he was paying more than he needed to in tax. Here’s how we transformed his accounting and…

  When are your 2023 taxes due?      Personal Taxes (Individuals), Businesses and Corporations all have different due dates.  Let’s talk about the different tax deadlines for personal returns, small businesses, and corporations.   When are 2023 taxes due for Individuals? – In Canada, the personal tax deadline is April 30 of each year. …

Effectively managing employee time and integrating time tracking data with accounting processes is vital for operational success. The QuickBooks Time app (QBT) offers a comprehensive platform tailored to meet the needs of businesses seeking seamless time tracking, employee management, and integration with QuickBooks Online. Let’s explore the key features and benefits of QBT and how…

No one wants to spend time transferring data from app to app. In today’s digital world, integrating different platforms to streamline business processes has become crucial to managing your e-commerce business. One such integration that offers immense benefits is linking Shopify to QuickBooks Online. By utilizing the “Shopify Connector app by Intuit” in QuickBooks Online…

Have you heard about the recent introduction of the Canada Pension Plan 2 (CPP2)? If you haven’t, it’s time to pay attention. Did you asked yourself, how will the CPP2 affect my taxes? The CPP rates have been revised and an additional rate has been introduced, which means your contributions and benefits may be affected….