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TAKE CONTROL OF YOUR SMALL BUSINESS FINANCES

Learn how to do your own bookkeeping

Prep for tax time

Make the numbers work for you

 ++ save thousands of dollars in accounting fees and potential CRA penalties while we’re at it!

 
 
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 The numbers can be daunting

THAT’S WHY I WILL BE WITH YOU THROUGHOUT THE PROGRAM TO PROVIDE SUPPORT, SIMPLIFY YOUR SMALL BUSINESS ACCOUNTING AND GET YOU ON TRACK TO SUCCESS.  

Let’s take a look at the process + what you will learn:

■ Weeks 1 - 5 : Bookkeeping

Learn how to do your own bookkeeping, stay on top of it and understand the numbers

I'll get you set up with Quickbooks Online and introduce you to Financial Statements.

I’ll ensure the setup is tailored to your business needs so that the monthly process is easy and can be completed like clockwork.

■ Weeks 6-9 : Budgeting

Learn how to make a budget for your business that you can plan around - with clear revenue goals to work toward!

Are you not making as much money as you’d like from your business?

You need a budget to work toward so that there is a specific, realistic goal that you’re after!

We’ll break your revenue goal into steps that are clear and less overwhelming.

We’ll also be able to determine what expenses your business can afford and how much $$ needs to be put aside for taxes.

■ Weeks 10-12 : Taxes

Learn how to minimize accounting fees and small business taxes, understand what taxes you are responsible to pay as a small business and learn to keep proper records for the CRA

Learn what a write off is and how you can use it to reduce your small business taxes (psst - this program is a write off 😉 ).

I’ll teach you the differences between HST, Income Tax and CPP - how they work and what you need to have ready to file them.

 

Am I right for this progRam?

This program is for you if:

  • You’ve recently started your own business and would like to learn to do your own bookkeeping

  • You want to understand small business taxes – no more handing stuff off to your accountant and being left in the dark

  • You believe in investing in yourself and understand the importance of financial health in having a successful business

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What are others saying?

 
 
 

This could be you…

Alex had been running her consulting business for over a year when we met. Filing taxes for the first time was daunting as she had a full year of backlogged transactions to review.

She missed the tax filing deadline and ended up having to pay an accounting firm over $2,000 to clean everything up and file for her. This does not include the penalties and fees she paid after filing late! She was surprised at what she owed to the CRA and did not have the cash ready to pay. Also, she had no idea what the accounting firm reported to the government on her behalf.

She completed the bootcamp in her second year of business. We set up Quickbooks Online and worked to get her bookkeeping up to date. Then we estimated how much she was going to have to pay in tax so that she could start putting aside the money ahead of time.

When it came time to file, we completed Alex’s taxes before the deadline and she didn’t have to dish out a ton of unnecessary accounting fees to clean up her books. She also had the cash ready to pay for her taxes - a major relief!

Also, at the end of the year Alex knew how her business performed financially! She was able to identify what clients were bringing in the most revenue and what kind of work was the most lucrative for her to continue doing. 

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THE VALUE…

  • Bi-weekly coaching calls with Jami  ($1,200)

  • Weekly Content and Workbooks -  yours to keep ($2,000)

  • Annual bookkeeping fees saved ($2,000 - $3,600)

  • Penalties and interest saved from filing on time and preparing ahead of time

Total value : $5,200 - $6,800 +  

This does not include the savings you have year over year from the knowledge gained in this course. 

READY FOR THE EXCITING NEWS!?!

The total investment for the program is a small fraction of this value!

 

 Got a question? I have answers!

WHAT IS THE TIME COMMITMENT?

You should budget between around 2 hours per week to read materials and do homework + 1 hour every second week for our coaching call.

WHY SHOULD I INVEST?

Because you want to be an entrepreneurial superstar! Haha, but really, finance is the language of business and without an understanding of financial statements it is very difficult to navigate as an entrepreneur.   

 Oh, also because you want to minimize taxes, accounting fees and surprise penalties down the line.  

WHAT IF I NEED EXTRA SUPPORT?

The one on one coaching in the course ensures we are focusing on what’s important to you and your specific pain points.  If you need extra assistance outside of the one-hour calls, we can arrange that easily and it will be billed at an hourly rate.

HOW DO I SIGN UP?

Book a free initial call with me so we can see if we are a good fit!

WHAT IF I HAVE ALREADY SET UP AN ACCOUNTING SYSTEM (QUICKBOOKS ONLINE, WAVE, ZERO)?

This is not a problem.  We can look at what you have already set up and decide what is the easiest way to clean it up and move forward.

WHEN ARE THE ONE-ON-ONE CALLS AND HOW LONG ARE THEY?

The one-on-one calls are booked in advance according to your schedule.  They are one hour long each, and happen every two weeks.

I’VE HAD MY BUSINESS FOR A FEW YEARS, CAN I STILL TAKE THE PROGRAM?

Yes! Book a free consult call with me and we can discuss further.


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