Specialized Financial Services
Prepare and e-file tax returns and support you in receiving applicable tax credits
Income Taxes
You work hard for your income and I will match your energy to ensure you receive the support and benefits that you are entitled to. As I prepare and e-file your T1 tax forms, I will guide you through any possible tax credits that might be relevant to you.
Tax preparation is $50/return for most returns.
Bookkeeping, HST and Self-employed tax returns, and other financial support
Small Business Services
Bookkeeping
Running a small business comes with a lot of responsibility, likely more than any of us realized at the idea stage. But here you are, wearing all the hats and bringing in the money. Let me simplify your finances by organizing physical and electronic documents, recording transactions and keeping your books accurate and up to date so you can concentrate on the things you do best and bring in the revenue.
Services start at $50/hr.
More Services
HST filing, payroll, and self-employment income taxes are all areas I can also help in, on top of regular bookkeeping.
Services start at $50/hr.
Bookkeeping Consulting
Do you like the idea of having a bookkeeper but it’s just not in the budget yet? Or maybe you prefer to keep your hand close to your finances but struggle with the lack of familiarity with accounting terms and how to categorize receipts. Business accountability groups are available for those who want to do their own bookkeeping. Join other small business owners to work together in an online co-working space. I will be available for those questions that come up, as they come up, so you can be successful in your own bookkeeping.
Please book a free consultation to go over your needs and pricing.
Organizing personal and family finances, receipt management, expense tracking and budgeting
Personal Finances
I know that finances can feel overwhelming, especially for neurodivergent individuals and women balancing solo and family finances. I build individualized systems for those who need a supportive, understanding approach to their financial needs.
No matter where you are starting from – piles of receipts, forgotten deadlines, or a system in chaos, I’m here to meet you where you are and help you regain control with zero judgment. This can be creating a budget, managing receipts for reimbursements such as SSAH and health benefits, organizing financial receipts for an audit or divorce, as well as advocating for your Disability Tax Credit.
Informed choices are powerful choices and I will share my knowledge of tax law and neurodivergence to create a system that empowers you.
Services are available for $50/hr.
Personal and group accountability available to keep you on track with your finances
Accountability
Our special accountability membership program consists of monthly zoom meetings where you can work on your finances but also have a professional “body-double” to ask questions of. You can use this time to make a budget, pay bills, submit receipts or anything else that you have been putting off.
More than that, we will plan out how accountable you want to be held.
Do you want weekly texts or monthly emails?
How hard do you want to be pushed?
We will find the answers together in our intro call.
Seminars and workshops available for schools or other groups on most financial topics
Workshops
I want other people to feel comfortable with their finances, so I would love to come and speak to your group about what matters to them. Do they want help creating budgets? Or understand what income taxes are and how they work? Or maybe just some tips on how to be better prepared for tax time.
Let me know in the contact form what you are thinking and we’ll get in touch to form the best presentation we can!
Let’s tackle the hard parts together – and make the process as easy and empowering as possible.
I’ll help you clean up the financial stress, bring clarity to your money matters,
and leave you feeling at peace with your finances.