Financial Consulting for Canadian Small Businesses/Solopreneurs

Many small business owners, freelancers, self-employed individuals, contractors, and startups reach out to me with their questions and for clarity on accounting, finance, and tax. Whether you're just starting out or running an established business, I aim to provide advice tailored to your unique needs, answer your questions and provide you with advice and guidance. I've helped hundreds of clients like you gain a clear understanding of their finances, simplify complex processes, and make confident decisions. My goal is to reduce the stress that often comes with managing business finances, so you can focus on what you do best—growing your business.

My Approach

  • Personalized Solutions: Each business is unique. I provide custom advice tailored to your specific circumstances.

  • Expert Guidance: As a CPA, CA, and CFA, I bring years of experience in financial consulting for small/self employed businesses, freelancers, independent contractors, and solopreneurs.

  • Clarity & Simplicity: I try to make complex finance and tax topics easy to understand, so that you feel more informed and empowered.

What You Get

  • Session Length: Each session is about an hour

  • Session Format: The session is usually conducted via Zoom or if you prefer, by phone.

  • Expert Analysis & Advice: Clarity and concrete solutions to your most pressing financial and tax issues.

  • Tailored Recommendations: A personalized plan that includes next steps and resources.

  • Session Recording & Summary: You’ll receive a recording of our session and a detailed summary.

  • Add-Ons: Ongoing support and services based on your needs.

Let's Get Started

Whether you're just starting out or need help with a specific financial challenge, I’m here to help.

Price: CAD $197 + Sales Tax

Next Steps: Book a Consultation or Contact Me for More Information.

Business Start-Up Support

Perfect for: New entrepreneurs, freelancers, and solopreneurs or those looking to take the next step.

  • Determine whether you should register as a sole proprietor or incorporate.

  • Guidance on registering for GST/HST and/or QST (and other sales taxes).

  • Help with setting up your accounting systems (from spreadsheets to QuickBooks Online).

  • Identify deductible expenses to maximize tax savings.

  • Strategic advice on saving for taxes to avoid year-end surprises.

    Why this is important:     Starting your business on the right foot ensures you avoid costly mistakes and make informed decisions about your financial future.

QuickBooks Online Set-Up & Optimization

Perfect for: Businesses that need help getting their accounting software in order.

  • QuickBooks Online setup for first-time users

  • Best practices for new and ongoing users.

  • Fixing existing QuickBooks Online files and cleaning up mistakes including bank reconciliations, tax accounts and adjusting entries to agree to financial statements.

  • Personalized training for you and your team to confidently use QuickBooks.

  • Ongoing support for troubleshooting and maintenance.

Why this is important: Accurate and organized bookkeeping is critical to making informed business decisions and staying compliant with tax requirements.

Corporate & Small Business Tax Support

Perfect for: Incorporated businesses or those considering incorporation.

  • Salary vs. dividend analysis to determine the best way to pay yourself.

  • Corporate tax planning and filing services, ensuring compliance and maximizing tax efficiency.

  • Tax obligation management for registered or incorporated businesses.

  • Financial review services for businesses, including tax planning and investment strategies (RRSPs, TFSAs, etc.).

    Why this is important: Optimizing your financial structure can result in significant savings and help ensure a strong foundation for growth.

Personal Financial Review

Perfect for: Business owners seeking to integrate personal and business finances.

  • Comprehensive review of your personal finances in the context of your business.

  • Strategic advice on saving for taxes, investing, and managing cash flow.

  • Customized solutions that align both your personal and business financial goals.

Why this is important: A holistic approach to your finances ensures you’re covered on both personal and business fronts.

Testimonials of People Who Have Worked With Me

Incorporation / Registration Services

Description:  This is a complete, full-service registration/incorporation process.  All applications are made, all forms are filed, and all questions are answered.  You provide some details upfront, and everything is else is done for you.  At the end, you have a fully legally compliant business, ready to grow! 

Registration is required in most jurisdictions, while incorporation can help with tax planning efficiencies, limit your liability, and increase the authority and credibility of your enterprise.

What you get:

  • expert service and support

  • a one-stop, start-to-finish service

  • a legal business name

  • consumption tax (HST or GST & PST/QST) registration and numbers

  • government enterprise service registration and logins

  • organizational meeting minutes, constitutional documents, and bylaws (incorporation only)

Price: Registration $267+tax/Incorporation starting at $1,597 +tax

Next Steps: To start the incorporation or registration process, please complete our contact form