SMALL BUSINESS CONSULTATION

Description: All our work together begins with a one-on-one consultation where we explore your situation and discuss questions relating to your business. Questions can be about starting your business, whether or not to incorporate, what you need to know about sales tax or hiring employees, how to set up your accounting or a collaborative review of your Quickbooks Online file or tax return. The session is usually around one hour and since it is conducted online you can be located anywhere in Canada. Also, you can share your computer screen with me in case you would like to refer to your QuickBooks file, tax, accounting or any documents.

Note: My consultation services are geared towards anyone located in Canada, including Quebec.

Typical questions that might you have include:

• How to ensure that you start your business correctly?

• Should you register or incorporate your business, startup or as a freelancer, independent contractor or self employed worker?

• Do you need to register for and charge sales taxes i.e. GST/HST and/or QST? In what situations do you charge sales taxes?

• How should you pay yourself and/or how to hire employees. This includes discussions around salary, dividends and withdrawals from your business?

• What type of accounting system should you use. Is a spreadsheet enough or should you use software such as QuickBooks Online?

• What types of expenses are deductible for your business and how to ensure that you maximize what you are entitled to?

• Do you already use QuickBooks Online or QuickBooks Desktop and need help sorting out challenges that you are having with it ?

• How do you ensure that you save enough for taxes, how to invest your funds, what are RRSPs and TFSAs and how do they apply to you and other personal finance/tax queries that you might require clarity on?

• What are your tax obligations for your registered or incorporated business and how to ensure that you are properly set up?

• Questions relating to your small business tax returns (both incorporated and unincorporated)

What you get:

• expert analysis and advice.

• concrete solutions and recommendations personalized to your situation

• a recording of our session for your reference.

• a customized summary based on our discussion along with pertinent links to additional resources.

• Estimate for additional services (see add-ons below)

Price: $175 USD (Inclusive of Sales Tax)

Next Steps: You can book a consultation directly or if you would like more details relating to the consultation , please complete our contact form

If you are in the early stages of starting your business or transitioning to self employment , I recommend picking up a copy of my book “FastStart Your Business” for sole proprietorships or “FastStart Your Corporation” if you think incorporation might be more suitable . Both books take you step by step through the process of starting a business or becoming self employed and will help you with each decision you have to make along the way.

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 $1,367 +tax

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

ADD-ONS

Quickbooks Setup, Cleanup, and Training

Description: There are numerous reasons why your QBO file may not be working as it should. I can help diagnose the issues and provide you with detailed recommendations for fixing it OR I can do the clean up for you.

Price: Starting at $497+ tax

Next Steps: Estimate to be provided following our Small Business Consultation.

Description: As your business grows, so do your accounting and reporting needs. There are powerful reporting capabilities and integration options that can help take your business analysis to the next level. I can help you identify your requirements and set up a system that works for you and your current accounting system.

Price: Starting at $797+ tax

Next Steps: Estimate to be provided following our Small Business Consultation.