The A-Z's of the tax & money side of your business

The Business Owner
Tax Blueprint

In This Course

Go from feeling confused, overwhelmed, stressed and even afraid about the tax and money side of your business to feeling fully informed, confident, empowered and at peace.

JOIN THE WAITLIST

The Blueprint

In Business Owner Tax Blueprint we're covering the entire tax side of your sole proprietorship-regardless of your industry.

Any unincorporated business is considered a sole proprietorship - even if it's unregistered. This includes self employment, freelance work, and contract work.

Knowing the tax & money side of business ownership makes a huge difference. Not only does it save you thousands if not 10's of thousands of dollars, it also saves you precious time and gives you peace of mind & confidence. Understanding this allows you to be free to grow & scale your business and to focus on the other areas of your business.

Over the course I will take you through the A-Z's of exactly what you need to know to save you money & time. You'll be able to easily & confidently run a tax compliant business.

I want to replace all feelings of confusion, stress, fear, uncertainty, and anxiety so you feel confident, fully informed, empowered and at peace.

Say goodbye to those feelings of being overwhelmed.

How would it feel to forever have the tax & money side of your business taken care of?

Say goodbye to headache, confusion, and worrying about the 'tax man'. Learn how to easily and effectively run your business's finances without stress and get ready to reach new heights in your business now that this part of your business is forever taken care of.

JOIN THE WAITLIST

What's Inside

01.

Foundations

We start off with tax 101.

You'll learn the basics of how a tax return works, along with common credits and deductions.

This is our foundation to build from and will not only help you with your business but with your personal taxes in general.

We move on to how to properly register a sole proprietorship or partnership so there's no guesswork or costly mistakes.

We finish this module talking about record keeping. Learn how to properly track your incomes & expenses with a headache-free record keeping system that works for you.

02.

Expenses pt. 1

What You Can Claim

Stop guessing what expenses you can claim.

We'll cover EACH expense you can claim so you don't leave any money on the table.

We will also discuss expenses that you cannot claim.

Lastly we'll go over when it does and doesn't make sense to buy something for a tax write-off.

03.

Expenses pt. 2

Home & Vehicle

This is a massive topic that most business owners get wrong. That's because these expenses come with special considerations and calculations.

Starting with how to get the most out of claiming your home as a business expense we'll cover the following:

How to claim these expenses
What you can and cannot claim
Tips to maximize these expenses.

Moving on to motor vehicle expenses we'll cover:

What you can claim & how
Documentation needed
How to keep a vehicle log
What trackers to use
Leasing vs buying- the pros and cons of each and what is better

04.

CPP, EI, & Tax as a Business Owner

CPP & EI are different when you're self employed.

While there is no way around paying into CPP as a working resident of Canada there are some key things to know.

Next we go over the self employment EI program. This is an optional program for people who are self employed but still want some of the benefits of the EI program.

We discuss:

What it covers
The pros and cons of the program
When you might want to consider opting in.

Finally we go over how much to save for your taxes, installments, and how to estimate your tax owing.

05.

Sales Tax

This lesson is everything you need to know about GST/HST and PST.

We'll cover:

When to register
How to register
How to collect sales tax
How to track your sales tax credits
How to file your sales tax returns

06.

Growing Your Business and Future Planning

It's time to talk about the future.

Starting with hiring and paying a team. I'll go over employees vs subcontractors and the pros & cons of both. We also cover how to properly pay staff and contractors.

We end the module talking about incorporating.

A sole proprietorship is great and it's typically what I recommend to my clients to get them started however, there comes a time when incorporating makes sense.

This section includes:

When it makes sense to incorporate
Things to know as a corporation
How to close your sole proprietorship

BONUS

Weekly Live Calls with Me

As you go through the course you'll get exclusive access to me over weekly Zoom calls.

Be able to ask your questions and get answers to your unique and specific circumstances as you go through the course in real time.

These calls are recorded and available to you after the call.

Benefits

Save Money

Stop over paying! Take advantage of all the deductions available to you.

Know exactly what to do the first time instead of making costly mistakes.

The course is FULLY deductible on your taxes as a business expense, even if you have not officially started your business.

Save Time

Streamlined information to get you everything you need to know quickly, efficiently.

No more wasted hours scouring Google trying to find answers or decipher hard to read tax articles and hoping it's correct.

It's everything you need to know all in one place.

Mental & Emotional Benefits

Peace of mind- no more stress, confusion, fear or feeling overwhelmed when it comes to taxes.

This includes stress-free audits now that you have a CRA approved record keeping system and you know what you can and can't claim.

Faster Growth

Grow your business with confidence and without the worry of CRA or uncertainty holding you back.

Stop letting this suck your time & brain power! Get this area of your business sorted and you'll see increased mental capacity & time to get back to other areas of your life & business.

Verified Correct Information

Learn accurate information from a credible professional with over a decade of tax experience.

Easy to Understand

Plain, easy to understand language like 2 friends chatting over coffee.

Knowledge for Life

Once you learn this you have it forever. Take into any future business endeavors and the lessons will still apply. Imagine forever having the tax & money side of your business taken care of.

Live Personalize Help

Exclusive and personal weekly access to me for the duration of the course. Ask your questions and get answers to your individual and specific situation.

JOIN THE WAITLIST