Owner’s Resources
Practical tools and checklists for Edmonton small-business owners. Download, use, and if you want it tailored to your numbers, book a quick call.
Downloads & Templates
Actionable, owner-friendly files. Each one is audit-ready and field-tested.
Small Business Expense Tracker (Excel)
Filterable log with GST split-out and monthly summaries.
GST Filing Checklist (PDF)
Step-by-step prep to avoid missed ITCs and late-filing headaches.
Cash Flow Projection (Excel)
12-month model with opening cash, GST, and simple scenarios.
Year-End Preparation Checklist (PDF)
Exactly what I need from you to close the year cleanly and fast.
Personal Tax Organizer (PDF)
Fillable checklist for slips, deductions, credits, and capital items.
Need a Custom Template?
I’ll build one for your workflow—no fluff, only what you’ll use.
How-To Guides
- Small Business Deductions — what’s legit, what’s not, and how to document.
- Read Your Financials — quick owner’s guide to the BS, IS, and CF statement.
- Common GST Mistakes — registration, ITCs, mixed-use, and late filings.
- Sole Prop vs. Corporation — when to incorporate, with simple break-evens.