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Out of Office Expense Guide

Special one-time offer, only $7!
Traveling for work? Don't lose money on meals, travel, or client meetings. Grab this "no-brainer" guide to ensure you're claiming every expense correctly and safely!

Yes! Cross HST off my to-do list

Only $45!
Don't let HST filing sit on your desk. If your numbers are ready to go, I’ll file the return on your behalf. Check this box to get it done right and get back to your family time!

Family Medical Expenses 3% of Your Gross?

Claim every cent you can $15!
For Sole Props who have their medical expenses organized and totaled up!  Make sure you don't miss out on any deductions!

* Extra T Slips? * 

Up to 2 Extra Slips for $10
Our Sole Proprietor Tax Solution includes 2 T-Slips. If you have 3 or 4, add this on to get everything completed!

Complete Financial Organization System

Special one-time offer, only $17!
Normally $97, you can add the Cleanup Queen Master Planner to your order right now for just $17. This is the only time you'll see this price! It’s my complete system for keeping your books beautiful and CRA-ready all year long.

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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Meet Your Professional Filer: 


BSc, Queen’s University: Science-level precision applied to every decimal point. 

Honours Certificate in Bookkeeping, Algonquin College: Academic excellence in Canadian tax and accounting standards. 

20 Years in Carbon Accounting: Two decades of managing complex, high-stakes data where accuracy is non-negotiable. 

5 Years Professional Bookkeeping: Specialized experience helping small business owners stay organized and audit-ready. 

Fully Insured: I carry professional liability insurance because I treat your business with the same seriousness as a major firm.


Vanessa
Restaurant Owner


We hired Stephanie when we were behind in our books because I thought I could handle it myself-- not the case! She was very easy to work with from the beginning. She is meticulous with our work which is great because being a small restaurant we have A LOT of receipts and transactions. Stephanie is great with communication and easy to reach with all of my questions. She is very knowledgeable and makes my life a lot easier!

James
Property Developer


Stephanie is an amazing bookkeeper. She’s reliable, detail-oriented, and always on top of everything. I’m not always as organized or prepared as I should be, but she helps me stay on track and even suggests better ways to handle and organize paperwork and receipts. She takes a huge workload off my shoulders and makes everything much easier and less stressful. I truly appreciate her professionalism and dedication. I highly recommend her to anyone looking for a trustworthy and skilled bookkeeper.

The Sole Proprietor Solution!
What's Included in Your Tax Prep:
Professional T1 & T2125 Filing: Expertly handled to ensure you're claiming everything you should (and nothing you shouldn't!). 

Up to 2 Slips Included: We’ll handle your T4 with the T2125, and then up to 2 other slips (ie. RRSP, T5) as part of the package. 

30-Minute Review & Strategy Call: We’ll hop on a Zoom to walk through your business expenses together so you're 100% confident. 

Weekend Availability: Unlike the "big firms," I’m available for our call on weekends to fit your busy schedule. 

The "Cleanup Queen" Roadmap: I’ll give you my best tips on how to keep your receipts and records way more organized for next year. 

Peace of Mind: No more CRA stress—just a beautifully balanced tax season.

What's Not Included:
Bookkeeping and Account Reconciliation: This service is for the "Organized Entrepreneur." You must provide categorized totals that are already reconciled to your bank statements as of Dec 31.

Receipt Sorting or Data Entry from Raw Records: If you would like to provide a pile of receipts or unsummarized bank statements, I'm happy to help you at my hourly bookkeeping rate before we move to the tax filing.

HST/GST Filing: You can easily add this to your package on the left!

Forensic Auditing: I am filing based on the information you represent as accurate. I do not independently verify the validity of every individual receipt.

CRA Audit Representation for Unsupported Claims: While I support you through "Requests for Information," I cannot defend deductions that lack a clear receipt or a reconciled audit trail.

T2 Corporate Tax Returns: We are fully focused on Sole Proprietors and Employees at this time. If you are the employee of your corporation, we can help with your personal tax filing, but we are not filing T2 returns at this time.

Refunds:  Refunds are available until your Engagement Letter is signed or your Strategy Call is booked - whichever comes first.

  • Total payment
  • 1xThe Sole Proprietor SolutionC$195
    -+

All prices in CAD

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