Resources

Unlock a Wealth of Knowledge and Tools for Your Business

Welcome to our Resources page, your ultimate destination for valuable insights, practical tools, and expert guidance. Whether you're seeking the latest industry trends, comprehensive guides, or actionable strategies, our curated collection of resources is designed to empower you and your business. Dive in and discover how you can enhance your financial management, streamline operations, and achieve sustainable growth. Explore, learn, and equip yourself with the knowledge to thrive in today's dynamic business landscape.

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Our Free Resources

Some of Our Free Tools

Discover a variety of free tools designed to support your business needs. From financial planning templates to compliance checklists, we offer resources to help you succeed. Explore our selection and find the right tool to streamline your operations and boost your business growth.

  • Profit Builder Audit

  • Chart of Accounts Guide

  • Business and Finance Plan

  • CRA Cheat Sheet

  • Payroll Compliance Cheat Sheet

  • Future-Proofing Your Business

Top CRA Links

Everyday Links for Business Owners

Access essential links for business owners, curated to simplify your compliance with the Canada Revenue Agency (CRA). These resources provide valuable information and support for your financial and regulatory needs, ensuring you stay informed and compliant.

Additional Links

Additional Links For Small Businesses

Access essential links for business owners, curated to simplify your compliance with the Canada Revenue Agency (CRA). These resources provide valuable information and support for your financial and regulatory needs, ensuring you stay informed and compliant.

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Discover Your Financial Success Score

Financial Navigator Blog

A Resource With Business And Personal Financial Wisdom and Growth

Is It Time to Upgrade from Spreadsheets to an Accounting Software?

Is It Time to Upgrade from Spreadsheets to an Accounting Software?

Are you still relying on spreadsheets to manage your business finances? While they may work for a while, as your business grows, so do the risks of errors, inefficiencies, and missed opportunities. ...more

Financial Planning ,Bookkeeping Business Growth Tools and Resource Business Advise &Maria Mejia

November 30, 20241 min read

Tips to Improve Your Financial Statements for Better Business Insights

Tips to Improve Your Financial Statements for Better Business Insights

Your financial statements are more than just numbers—they’re a powerful tool to gain insights into your business’s health and performance. ...more

Financial Planning ,Business Growth Tools and Resource Business Advise &Maria Mejia

November 20, 20241 min read

Debunking Common Bookkeeping Myths That Could Hurt Your Business

Debunking Common Bookkeeping Myths That Could Hurt Your Business

We’re breaking down some of the biggest bookkeeping myths that could be slowing down your business growth. ...more

Financial Planning ,Bookkeeping Business Growth Tools and Resource Business Advise &Maria Mejia

November 10, 20242 min read

Essential Cybersecurity Tips for Protecting Your Business Finances

Essential Cybersecurity Tips for Protecting Your Business Finances

Cyberattacks can compromise your financial data, disrupt operations, and cause significant losses. ...more

Risk & Liabilities ,Tools and Resource Business Advise &Maria Mejia

October 30, 20241 min read

Behind on Your Books?  Top Tips to Catch Up Quickly!

Behind on Your Books? Top Tips to Catch Up Quickly!

Falling behind on your bookkeeping can feel overwhelming, but catching up doesn’t have to be stressful. ...more

Bookkeeping ,Tools and Resource Business Advise &Maria Mejia

October 20, 20241 min read

Top Bookkeeping Errors That Could Be Hurting Your Bottom Line

Top Bookkeeping Errors That Could Be Hurting Your Bottom Line

Keeping your books in order is key to maintaining a healthy business, but even small errors can have a big impact on your bottom line. ...more

Bookkeeping ,Business Growth Business Advise &Maria Mejia

October 10, 20241 min read

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Hear from Our Satisfied Clients

Discover how we've helped businesses just like yours achieve their financial goals. Our client success stories highlight real-world examples of how our comprehensive services have made a difference.

Rory

Owner, Frontline Property Management

"I have been working with David for the better part of two years and my business has grown tremendously. With his business knowledge and skills has help me identify numerous areas in my business that needed help."

Maria D.

"Very professional! Maria helped me with all my needs and questions. I’m very happy with her service and will trust her again in the future. Thanks so much for all you did."

Jonathon
Owner, JP Finishes

"Because David knows his numbers, he has helped my grow my painting business by over 250% in the last 3 months. He has helped my focus on the what's important and build on that. I highly recommend David to any business owner that is serious about growing their business."

Jared B.

"Very professional! Maria helped me with all my needs and questions. I’m very happy with her service and will trust her again in the future. Thanks so much for all you did."

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