Tools for Business Owners
Practical templates and tools to help you stay organized and on track with your bookkeeping. These resources are designed for startups and small-medium sized businesses who want simple systems from day one. Whether you're tracking sales, organizing receipts, or preparing for year-end, these tools will help you keep your finances clear and manageable.
Business Startup Checklist
A step-by-step guide for starting your business on the right track. This checklist covers business registration, bank accounts, HST and payroll setup, and bookkeeping basics to help you stay organized from day one
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Monthly Bookkeeping Checklist
A simple monthly checklist to help you stay on top of your bookkeeping. Includes reminders for receipts, bank reconciliations, unpaid invoices, payroll, and HST tracking so nothing gets missed.
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Weekly Sales Tracking Example
Track your weekly sales and ensure deposits match your records. This template helps organize cash, debit, e-transfer, and online sales while keeping everything ready for bookkeeping. Customizable Tracking Templates can be requested.
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New Employee Payroll Information Form
A simple form to collect the information needed when hiring a new employee. Includes payroll details, contact information, and required documentation to ensure proper setup.
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