Resources
Get access to resources that help you in your business
The Balanced Business Foundation
The BBF is a free community where all of my financial resources live, and where Canadian business owners come to ask questions, get real answers, and actually start understanding their numbers. It's part resource library, part community. A place where no question is too basic, the resources are built specifically for Canadian small business owners, and you'll always get a real answer from a real person.
Diagnostic Review
How healthy are your books? Find out this and where you stand with your business finances. Have your bookkeeping reviewed, investigated for potential issues, and receive documented steps for fixing your books.
Bookkeeping Services Quote
Our FREE quote will give you a good insight into what bookkeeping services will cost you. After answering a few short questions in our questionnaire, you'll receive your personalized quote in your inbox within 24 hours!
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More Resources
Leaky Bucket Report
Our FREE report will tell you 52 little-known ways your business might be hemorrhaging cash. Is your business losing money? Do you know where the holes are and how to patch them? You can stop the insanity with our Leaky Bucket Report today!
7 Step Pricing Audit
Our FREE audit helps you to stop undervaluing yourself and start confidently claiming the prices you deserve. When your prices are right, you can serve with confidence and grow profitably.
Numbers & Narratives Workbook
Find balance between your story and your spreadsheets. Our FREE 8 actionable worksheets will walk you through aligning your mindset, money, and business growth.
Tax Set-Aside Calculator
Stop being surprised by your tax bill. This simple spreadsheet helps Canadian business owners figure out how much to set aside each month for income tax and GST/HST based on what you're actually earning. Enter your numbers and let it do the math so you're never caught short when CRA comes calling.
Year-End Business Snapshot
The fillable form your accountant actually wants. This printable worksheet walks you through everything you need to gather before year-end... income summary, expense categories laid out in T2125 style, gray zone details like home office and vehicle percentages, and a final checklist to make sure nothing is missing. Fill it out, hand it over, and skip the back-and-forth.
Set Up QuickBooks the Right Way
Brand new to QuickBooks Online or starting fresh? This step-by-step guide walks you through the six essentials from setting up your account and connecting your bank to categorizing transactions and running your first report. Skip the overwhelm and get set up properly from day one so your numbers actually make sense.
Choose Your Bookkeeping Tool: QuickBooks vs Xero vs Sage
Not sure which bookkeeping software is right for your business? This side-by-side comparison breaks down QuickBooks Online, Xero, and Sage across ease of use, reporting, integrations, payroll, and more so you can make an informed decision without the overwhelm. Includes a Starlight insight on what most Canadian small businesses actually need.
How to Pull a P&L in QuickBooks
Never pulled a Profit & Loss report before? This step-by-step guide shows you exactly how to find it in QuickBooks Online in under two minutes. Eight simple steps, plain language, no accounting background required. Once you know where to look, this becomes the report you open every single month.
Where Did My Money Go? A Monthly Audit Checklist
A quick monthly check-in to help you stay on top of your finances all year long. This printable checklist walks you through reviewing your income, identifying your top expenses, and spotting the leaks... the subscriptions, surprises, and overspending that quietly drain your business. Takes 15 minutes. Print it monthly and keep your numbers from getting away from you.
Home Office Expenses Made Simple
Working from home? This plain-language guide walks you through exactly how to calculate your home office deduction as a Canadian business owner step by step. Find out if you qualify, how to calculate your business use percentage, what you can and can't claim, and how to document it properly. Bonus: a Starlight tip on why this is a common CRA audit area and how to protect yourself.
GST/HST Remittance Tracker
Stop guessing what you owe CRA. This spreadsheet helps Canadian business owners track GST/HST collected on sales, input tax credits (ITCs) paid on expenses, and the net amount owing each period. No more remittance surprises. Know your balance before the deadline hits. Works for annual and quarterly filers.
Cash Flow Tracker
Know exactly what's coming in and what's going out before it catches you off guard. This simple spreadsheet helps you track expected income and expenses week by week so you can spot cash flow gaps before they become a crisis. No accounting software required. Download, open in Excel or Google Sheets, and start tracking today.
Business vs Personal Expenses Cheat Sheet
Not sure if you can claim it? This quick-reference cheat sheet covers the most common grey zone expenses Canadian business owners ask about. From home office and vehicle use to client meals and software subscriptions. Three columns: claimable, sometimes claimable, and not deductible. Print it off and keep it handy while categorizing your transactions.
The Financial Foundation Workbook
The starting point for every member. This plain-language workbook was written specifically for Canadian small business owners who want to actually understand their finances. Work through it at your own pace... by the time you reach the last page you'll have a real snapshot of where your business stands financially. Print it, grab a pen, and get started.
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