Accountant Jen offers three levels of service, depending on the level of support and direct involvement that works for you. Specifically, she has:
Recently had a change in your personal financial picture? Accountant Jen works on an hourly rate and can offer comprehensive assistance to make sure you’re making the best decisions for you and your family.
Looking for some help for your personal financial planning, helping to organize your finances, or advice for how to get ahead in life.
Just need an independent set of eyes that aren’t trying to sell you another product you may/may not need? Accountant Jen can help you work through the process. In this set of three, 45 minute zoom sessions (over a 5 week period), we’ll make a financial budget and gain valuable financial knowledge to help you feel more confident about your future.
Just starting out, and not quite ready to make the full leap for paying the big bucks to an accountant for advice. See below some of the low cost resources that are available to help get you started on your journey.
Accountant Jen offers the following downloadable resources for low cost:
Budgeting Spreadsheet
Not sure how to start your budget? Find the Accountant Jen budgeting spreadsheet that will help you get started on making your budget, plus tracking your money. This excel spreadsheet is fully customizable to your own needs once you’ve input the basic information. To start, just fill in the yellow highlights! Need more help than […]
Financial Literacy for Teens (Ages 13-16)
In this 40 minute webinar geared for teens aged 13-16, Accountant Jen will teach your teens how to: Find a job; Read a pay cheque; Organize their earnings; Budget their money; and Save for their education.
Rental Income Spreadsheet
This spreadsheet will allow you to track your rental income and expenses, in a way that makes preparing your 2020 Tax Return simple. Answer easy questions to determine: The revenue generated by your rental units; Any personal portion of the expenses claimed; and Whether or not you’re eligible to claim motor vehicle expenses.
How to Adult
Are you lost with this whole adulting thing? Purchase this half hour video to have Accountant Jen teach you all sorts of tips and tricks to get your life on track! You will learn about: Managing your finances; Retirement planning; Living within your means; and MORE! If you want to feel even more in control, […]