Business Foundations for Sole Proprietors

This service is designed for business owners who are already earning revenue and ready to move from DIY bookkeeping and taxes to done-for-you support. It’s ideal for sole proprietors who want clarity, compliance, and confidence in their finances without spending hours managing spreadsheets.

If you’re brand-new and not yet earning, to keep costs low, we recommend starting with the one-time services or the free templates and beginner resources. Once your business is generating revenue and you’re ready to move beyond DIY, our Business Foundations service is perfect for you.

• Accounting system implementation

• Monthly bookkeeping management

• Sole proprietorship + personal tax filings

• GST filings 

• Ensures accuracy, compliance, and a strong foundation for growth

By taking bookkeeping and taxes off your plate, you free up time and mental space to focus on your clients and scaling your business. Plus, a clean financial setup provides clarity, reduces stress, and gives you insights to make smarter business decisions.

Yes! We’ll help you set up and optimize simple, user-friendly software that works for your business. You’ll have access to clear reports and dashboards without needing to become a spreadsheet expert.

We can structure updates based on your needs, typically monthly so your books are always accurate, and we are prepared for tax season.

• Goes beyond recording transactions, we build a solid accounting structure from the ground up

• Ensure compliance and accurate reporting

• Put proper accounting controls in place and review them regularly

• Ongoing support throughout the year, not just at tax time or when something goes wrong.

• Identify opportunities for efficiencies that save time and money

• Provide clarity and strategy so your business is set up to scale smoothly

Absolutely! Many clients start with Business Foundations and then move into Financial Operations services as their business grows. Your setup will be ready for scaling when the time comes.

Simply reach by clicking on Let’s Connect, message me on What's App (306-580-2300) or select the form under the Contact menu. We’ll discuss your current setup, goals, and how to make the transition from DIY to done-for-you finance support.

• Business Foundations is billed as a monthly fee, with packages typically starting at $250/month.

• In some cases, a one-time startup cost may apply if your books need cleanup or restructuring.

• Pricing depends on the complexity of your business and the level of support you need.

• More cost-effective than hiring an in-house accountant, you get expert CPA-level support without the full-time salary and overhead.

• You’ll always receive a clear, upfront quote, no surprise fees.

• For those just starting out, we also offer free templates and low-cost resources until you’re ready for full support.