All our handouts, checklists, and templates are prepared by our Kelowna Accountant
Jillian Battaglio, CPA, CA.
Each week we deliver a short (less than 10 minute) video to improve your financial health.
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Topics focus on small business tips but also include RRSP recommendations and rental property issues depending on the time of year.
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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
Need some clarity from internet overload? Below is complementary information to get you started.
Free Weekly Tax & Financial Tips In Video Format Less than 10 minutes each!