Updates

Creating a budget can sometime seem like a daunting task. Now that it is the beginning of a new year it’s a great time to reflect on the previous year and plan for the new year.

SET A REALISTIC GOAL
Why do you want to have a budget? People set budgets for so many reasons. Some of the reasons ar...

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Prepare now for taxes next year. It’s never too early to think about paying and saving on taxes. Here are some helpful tools you can use to plan for tax time.

ADJUST WITHHOLDINGS
When you are first hired at a job you will fill out a TD1, Personal Tax Credits Return. It gives your employer inform...

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One way to keep your tax data safe is to be signed up for a My Account or My Business Account on canada.ca. On these accounts, you have tax files automatically accessible to you year-round and don’t have to worry about where you put the paper files. If anything changes in those accounts you will ...

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There is a multitude of credits and benefits for families in Ontario to take advantage of.

ONTARIO TRILLIUM BENEFIT
The Trillium Benefit includes Ontario Energy and Property Tax Credit, Ontario Sales Tax Credit, and the Northern Ontario Energy Credit. The purpose of the benefit is to help pay f...

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Money, Finances and Family

Aug 16, 2019 – Aug 16, 2019

“I feel broke.”
“I dread tax time.”
“My kids do NOT get the value of money.”
“I am doing what I know to do – is there better options?”

Join us for this FREE educational event with no gimmicks or catch! We truly just want to empower those in our community!

http://bit.ly/2ZaAfU8

Sign up

If due dates fall on public holidays or weekends, the deadline is moved to the following business day.

Individual Income Tax - April 30.

Self-Employed Income Tax
- File June 15.
- Pay amount due April 30.

Corporate Income Tax
- April 30
- OR 6 months after end of fiscal year for non-calendar f...

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Financial statements can be broken down into 3 basic statements, Income Statement, Balance Sheet, and Statement of Cash Flow.

INCOME STATEMENT
The Income Statement is also known as the Profit and Loss Statement. It shows the income and expenses of a business over a specific period of time. It ca...

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I have always wanted to help people. I grew up in a big family of 7 kids so there were always opportunities to learn and to teach. In middle and high school I would do babysitting jobs for family friends.

Ever since starting school, at the community college, I enjoyed doing accounting and the n...

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Testimonials

7 months ago
I am happy with Maria and Mathew knowledge and eagerness to thrive. They are new, but very knowledgeable in their business. Highly recommend them.
- ALLA T

Quickbooks Online Certified

We understand that being an entrepreneur can be hard work, stressful, and take you away from your family. We are here to help you stress less about your business financials and spend more time with your family. Whether you’re just starting out in a business, or a few years in, we are here to take the burden of bookkeeping off your shoulders. 

We also specialize in personal finances. Whether you’re looking to save some money for a dream vacation, or want help planning a budget to get out of debt, we are here to help you. We offer a personal touch to motivate you to stick to your budgets and see the benefits of saving. We have felt the stress of being a college student, and want to help you be financially prepared for the future. It is never too early to learn to save and budget. 

Certified in Quickbooks and its affiliated products. We can train you and your employees to use the products. 

It is the age of the cloud. We are not tied down to one physical location. We help clients through online software. Get in touch with us to set up a consultation and see if we are the right fit for you.

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  • (705) 532-9733

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1857 Lamstone St
Innisfil, ON L9S 4Z8
Canada

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Mon:9:00 AM – 5:00 PM
Tue:9:00 AM – 5:00 PM
Wed:9:00 AM – 5:00 PM
Thu:9:00 AM – 5:00 PM
Fri:9:00 AM – 5:00 PM
Sat:Closed
Sun:Closed
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