What's Included

Learn our proven system to simplify your books and finally make tax filing as a self employed business owner easy.

  • 100% money-back guarantee

  • Lifetime access (with tax updates each year)

  • Covers all the biggest questions we get from freelancers

In just two hours, you'll learn to:

  • Easily get your taxes filed

    You'll learn how to easily file your taxes and prevent errors by automatically importing data from our template.

  • Leave no money on the table

    Learn exactly what you can deduct. Follow our checklist to claim all tax credits, reducing your taxes and avoiding costly penalties along the way.

  • Simplify your books

    Discover how to cut bookkeeping time in half with AI and our easy-to-use template. We'll also share our best tips to help you stay organized and save time!

  • Avoid trouble with the CRA

    Learn about the most common expenses that CRA will red flag for an audit. Know exactly when everything is due so you can avoid costly penalties and interest.

  • Learn about sales tax

    Learn how sales taxes work and when to register and avoid a costly mistake and find out why registering early can save you thousands.

  • Maximize Cash Flow

    Learn to get cash in the door faster with the right invoicing setup and collect every penny by properly tracking your receivables.

Course curriculum

    1. Welcome to the course!

    2. How to use this course

    3. The Bookkeeping Template

    1. 1.1 Terminology You'll Need to Know

    1. 2.1 Introduction to Revenue

    2. 2.2 How to Prepare and Send Invoices

    3. 2.3 How to Track Payments and Accounts Receivable

    4. 2.4 When to Follow Up on an Invoice

    5. 2.5 What Happens if Someone Doesn't Pay You

    1. 3.1 What is a Business Expense?

    2. 3.2 Deductible vs. Non-Deductible Expenses

    3. 3.3 Meals and Entertainment Expenses

    4. 3.4 Home Office Expenses

    5. 3.5 Vehicle Expenses

    6. 3.6 Capital Expenses

    7. 3.7 Keeping Receipts - Best Practices

    8. 3.8 Expenses Summary

    1. Float Visa - Smart Business Credit Card

    1. 4.1 What is Sales Tax?

    2. 4.2 GST/HST - Should You Register?

    3. 4.3 GST/HST - How Does It Work?

    4. 4.4 PST/RST - When You Need to Register

    5. 4.5 Sales Tax - When and How to File

About this course

  • $199.00
  • 53 lessons
  • 2 hours of video content

This course has given me a sense of security and control over my finances.

Meaghan Johnson

Last spring, I found errors in my accountant's work and realized I needed to grasp my business's finances. So, I enrolled in the course. Your template and engaging explanations demystified the process. You made it surprisingly enjoyable and easy to understand. For the first time, I know exactly how much I’m making and what to set aside for taxes. This course has given me a sense of security and control over my finances that I never had before.

I wish I took this course 10 years ago.

Kai Jacobson

Take the course!! I finally took the Bookkeeping and Taxes for Freelancers...Why did it take me so long! Concise, to the point and very informative. I wish I took this 10 years ago. I've put off proper bookkeeping for years and just pay an accountant to do my taxes, not knowing year by year how much I am making or what I will owe. Not anymore. Great for building your bookkeeping foundation or to strengthen what you already know.Kai