Expert Guidance to Help You Start, Understand, and Manage Your 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, 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 challenge, I’ll answer your questions, explain things in plain language, and provide concrete next steps you can act on with confidence.

My Approach

Personalized Solutions
No two businesses are the same. I offer advice tailored to your specific needs, goals, and challenges—so you get support that actually applies to your situation.

Expert Guidance
As a CPA, CA, and CFA with years of experience working with small business owners, freelancers, and solopreneurs, I bring both technical knowledge and practical insight. I’ve helped hundreds of business owners simplify their finances and move forward with clarity.

Clarity & Simplicity
Finance and tax don’t have to feel overwhelming. I break down complex topics into clear, straightforward steps—so you feel informed, confident, and in control of your business decisions.

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.

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.

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.