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

4 Ways to Keep Your Business Resilient in Economic Uncertainty

4 Ways to Keep Your Business Resilient in Economic Uncertainty

Economic ups and downs happen, but staying on top of your finances and efficiency can help your business stay strong. ...more

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

March 18, 20251 min read

Get Paid Faster: 3 Invoice Hacks for Business Owners

Get Paid Faster: 3 Invoice Hacks for Business Owners

Cash flow is crucial for every business, but unpaid invoices can cause financial stress. ...more

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

March 11, 20251 min read

Accountant Retiring? Here’s What You Need to Know

Accountant Retiring? Here’s What You Need to Know

If your accountant is retiring, you might be wondering what to do next. ...more

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

March 04, 20251 min read

What Can You Automate in Your Business Finances?

What Can You Automate in Your Business Finances?

Running a business is a lot of work, but there are ways to make things easier! One of the best ways to save time and reduce stress is by automating parts of your business finances. Here are a few thin... ...more

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

February 20, 20251 min read

Should You Void or Delete Transactions in QuickBooks?

Should You Void or Delete Transactions in QuickBooks?

When managing your transactions in QuickBooks (or any accounting software), it’s important to understand whether to void or delete a transaction. The right choice can help you maintain accurate record... ...more

Financial Planning ,Bookkeeping Business Growth Risk & Liabilities Tools and Resource &Business Advise

February 14, 20252 min read

Monthly Bookkeeping Tasks Simplified

Monthly Bookkeeping Tasks Simplified

Managing your business finances can be overwhelming, but breaking it down into smaller, manageable tasks can make all the difference. ...more

Financial Planning ,Taxes Bookkeeping Business Growth Tools and Resource &Business Advise

February 06, 20251 min read

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