Expert Guidance to Help You Start, Understand, and Manage Your Small Business Finances

Many of my clients including freelancers, contractors, self-employed individuals, and small business owners come to me feeling unsure about

  • starting their businesses,

  • filing taxes or claiming tax deductions,

  • managing their accounting, or

  • simply trying to make sense of their finances.

I offer practical, one-on-one guidance to help you :

  • get clarity,

  • reduce stress, and

  • make smarter decisions with your money.

Whether you're just starting out or facing a specific financial challenge, I’ll answer your questions, explain what you need to know, and provide clear, actionable steps to help you move forward with confidence.

My Approach

Personalized Solutions
I tailor every consultation to your specific needs, goals, and challenges so the advice you receive is directly relevant and actionable.

Expert Guidance
As a CPA and CFA, I’ve worked closely with small business owners, freelancers, and solopreneurs for nearly two decades. I combine technical expertise with practical insight to help clients simplify their finances and gain clarity on what matters most. Most clients finish our consultation feeling clearer, more confident, and ready to move forward decisively.

Clarity and Simplicity
Finance and tax don’t have to be overwhelming. I break down complex topics into straightforward steps, helping you feel informed, in control, and better equipped to make smart decisions for your business.

What You Get

Session Length: Each session lasts about 1 hour

Session Format: Conducted via Zoom or phone, based on your preference

Expert Analysis & Advice: Clear answers and actionable solutions to your most pressing financial or tax concerns

Tailored Recommendations: A personalized plan with next steps and relevant resources

Session Recording & Summary: You’ll receive a recording of our call and a detailed summary for future reference

Add-Ons: Ongoing support and additional services are available if needed

Let's Get Started

Whether you're launching a business or need help with a specific financial issue, I’m here to help.

Price: CAD $197 + Sales Tax

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

Areas of Focus

I offer consulting support across a range of topics, depending on where you are in your business journey and what you need help with. Below are some of the most common areas I work on with clients. Each session is tailored to your specific questions and goals.

Business Start-Up Support

Perfect for: New entrepreneurs, freelancers, and solopreneurs or anyone ready to take the next step in their business journey.

I’ll help you:

  • Decide whether to register as a sole proprietor or incorporate

  • Understand your GST/HST and QST registration requirements

  • Set up your accounting system, whether you’re using spreadsheets or QuickBooks Online

  • Identify deductible expenses to reduce your tax bill

  • Help you to plan and save for taxes and avoid year-end surprises

Why this matters: Starting your business with the right financial foundation helps you avoid costly mistakes, meet your obligations, and make informed decisions with confidence.

QuickBooks Online Set-Up & Optimization

Perfect for: Business owners who need help getting their accounting software organized and working properly.

I’ll help you:

  • Set up QuickBooks Online for the first time

  • Learn best practices to keep your books accurate and consistent

  • Fix existing issues (and clean up messes) like bank reconciliations, tax accounts, and adjusting entries

  • Get personalized training for you and your team to confidently use QuickBooks

  • Access ongoing support for troubleshooting and clean-up

Why this matters: Accurate, organized bookkeeping is essential for making sound business decisions, tracking performance, and staying compliant with tax requirements.

Corporate & Small Business Tax Support

Perfect for: Incorporated business owners or those considering incorporation.

I’ll help you:

  • Analyze salary vs. dividends to determine the best way to pay yourself

  • Understand and manage your ongoing tax obligations as a registered or incorporated business

  • Determine what you can deduct so that you can save money while avoiding raising red flags

  • Review your finances with an eye on tax planning and investment strategies (RRSPs, TFSAs, etc.)

Why this matters: Structuring your business finances properly can lead to significant tax savings and provide a solid foundation for long-term growth.

Personal Financial Review

Perfect for: Business owners who want to align their personal and business finances.

I’ll help you:

  • Review your personal finances in the context of your business

  • Develop strategies for saving, investing, and managing cash flow

  • Create a personalized plan that connects your business goals with your personal financial priorities

Why this matters: Taking a holistic approach helps you make smarter decisions, reduce financial stress, and ensure you’re on track both personally and professionally.

What Clients are Saying

Incorporation and Business Registration Services

If you’ve decided that incorporating is the right next step for your business, I recommend using Ownr—a trusted platform that makes business registration quick and easy. You can incorporate online in minutes and get support along the way.

Ownr walks you through the process step by step and provides the legal documents you need to get started. It’s an affordable and efficient way to incorporate—especially if you don’t need full legal support.

Use my referral link to get a discount on your incorporation fee.