Let's start the journey!

Stop the Audit Traps: Get the 7-Minute Bookkeeping Health Check + Clean-Books Checklists (Free)

Score your books in minutes, fix the right things first, and stay GST/HST-ready—without hiring a bookkeeper.

What you'll get

(Free "Clean Books Starter Bundle")

  • 7-Minute Bookkeeping Health Check & Quick Scorecard—Instantly see where you stand across separation, receipts, reconciliation, sales tax, owner funds, backups, and month-end. Includes Quick Wins, GST/HST Readiness, T2125 mapping, 60-minute month-end close, and a 1-page receipts policy.

  • Master Checklist: Keep Personal & Business Money Separate— 20 pro-level actions to prevent audit risk and messy books (dedicated accounts, monthly reconciliations, SOPs, investor-ready reports, red-flag monitoring, "No-Mix Policy," and more).

  • Quick 10-Step Separation Checklist -The fast start: open the right accounts, route every dollar correctly, set auto-recs, store receipts, educate your team, and review monthly.

Why This Is an Utmost Necessity (Right Now)

  • Avoid costly mixing mistakes. Clean separation protects your write-offs and keeps audits painless.

  • Be compliant with sales taxes. Track the $30,000 small supplier threshold, charge the right rate, and capture valid ITCs with receipts.

  • Close your books in an hour. A proven 60-minute month-end process keeps cash, margin, AR/AP, and tax tidy every month.

  • Map expenses correctly for tax time. T2125 cheat-sheet categories stop last-minute chaos.

Why Grab It Here

  • Built for Canadian small businesses and non-accountants, it is concise and easy to use.

  • Includes a receipt policy you can adopt today and a master checklist to lock discipline into your team.