Creekside Accounting Ltd.
Creekside Accounting Ltd.
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    • About Us
    • Our Services
    • Our Fees
    • Get Started
    • Book Online
    • The Team
    • Reviews
    • Resources
  • About Us
  • Our Services
  • Our Fees
  • Get Started
  • Book Online
  • The Team
  • Reviews
  • Resources

Free Resources!

All our handouts, checklists, and templates are prepared by our Kelowna Accountant 

Jillian Battaglio, CPA, CA.

Weekly tax Advice!

Goods and Services Tax (GST) is complex. Learn the basics in this video. 


Want more videos? Sign up below & receive free weekly mentoring videos filled with tax, business, and financial tips. 

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Checklists

Want to speed up your services and reduce emails? Check out the items we'll need.

Corporate Year End Checklist (pdf)

Download

Personal Tax Checklist (pdf)

Download

Bookkeeping Checklist (pdf)

Download

Templates

Concerned about getting the best return? Use our templates to find all available write-offs. 

Small Business Excel Workbook (xlsx)

Download

Rental Excel Workbook (xlsx)

Download

Employment Expenses Workbook (xlsx)

Download

Home Office Deductions Workbook (xlsx)

Download

Medical Expense Excel Workbook (xlsx)

Download

Donations Expense Excel Workbook (xlsx)

Download

Mileage Logbook Workbook (xlsx)

Download

Payroll Timesheet Template (xltx)

Download

business & Self-Employed Info

Need some clarity from internet overload? Below is complementary information to get you started.

Business Basics (Sole-Proprietorships) (pdf)

Download

Should I Incorporate? (pdf)

Download

Incorporation Considerations (pdf)

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Business Basics (Corporations) (pdf)

Download

How to Reduce Your Bookkeeping Fees (pdf)

Download

Personal Tax Info

The internet can be overwhelming. Below is information to help clarify your taxes.

Rental Properties Explained (pdf)

Download

Work From Home & Employment Expenses Explained (pdf)

Download

Articles & Info

drop box access

Secure & Protected Document Uploads:

Client Drop Box Access

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Free Weekly Tax & Financial Tips In Video Format Less than 10 minutes each!

  • Our Services
  • Our Fees
  • Get Started
  • Book Online
  • Resources

225 - 1855 Kirschner Road, Kelowna, BC, V1Y 4N7

(236) 420 - 4801

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