Jul 7, 2023 | Personal Finance
Just like that in the blink of an eye your baby has graduated high school and soon will embark in their next life stage. Having contributed to their RESP over the years (Subscriber), you are now looking to withdraw funds to pay for their post-secondary education...
Jun 29, 2023 | Income Tax, Personal Finance
When it comes to dealing with the Canada Revenue Agency (CRA), taxpayers often find themselves navigating through a maze of complex terminology. Two commonly misunderstood terms are “review” and “audit.” CRA Review A CRA review is an...
Jun 9, 2023 | Bookkeeping, Quickbooks Online, Small Business
Everyone loves to get paid but no one likes having to chase clients to pay up. This is where a simple one-time setup in QBO to allow for automatic invoice reminders will be a real time save. First, you need to turn on the automatic invoice reminder feature (steps 1-4)...
May 26, 2023 | Personal Finance
There is a lot of information available about protecting yourself from identity theft. However, if you ever have had your identity stolen, there is unfortunately not enough support and resources available. With technology and artificial intelligence growing leaps...
May 12, 2023 | Bookkeeping, Financial Reports, Small Business
As a small business owner, it’s important to have a basic understanding of accounting terms and concepts. Knowing these terms can help you make informed decisions and better understand your business’s financial performance. Here are some of the most common...