Accountant Jen offers excel worksheets, webinars and individual consulting to assist in making your life just a little bit easier, financially speaking. Here’s how she can help:
Small Business Owners
Year-End Strategic Planning
Provide Accountant Jen access to your QuickBooks (or other tracking software) and get individualized advice (including a zoom session) on ideas to make sure your tax year ends successfully.
TEN things you NEED to know when Starting a Small Business
A 50 minute video that takes you through everything you need to know when starting a small business.
To Incorporate or Not – a spreadsheet analysis
A 17 question spreadsheet with drop down answers, to determine whether or not you should incorporate your business.
Personalized Sales Invoices
30 Sales Invoices, easily used for service providers billing an hourly rate.
A summary of the total sales which can easily be transferred into the Accountant Jen Sales and Expense tracking excel spreadsheet.
2023 Financial Documents
2023 Small Business Sales and Expense Tracking
This small business tracker (with excel) will work for the tax year ended December 31, 2023. It will allow you to track your small business sales and expenses, calculate your business use of home and motor vehicle expenses with simple inputs. Further, the information required for your HST Return (if applicable) will be automatically completed for a simple transfer of information to prepare your return. The use of this spreadsheet does not constitute advice from an accountant, but will allow you to have peace of mind that your business finances are in working order. NEW for 2023, this spreadsheet will give you an anticipate tax amount you have owing to make sure your savings are in line with your tax bill.
2023 Mileage Tracking
An easy excel spreadsheet to assist in tracking your mileage. Small enough to be saved on your phone and used on the go.
2022 Financial Documents
2022 Small Business Sales and Expense Tracking
This small business tracker will work for the tax year ended December 31, 2022. It will allow you to track your small business sales and expenses, calculate your business use of home and motor vehicle expenses with simple inputs. Further, the information required for your HST Return (if applicable) will be automatically completed for a simple transfer of information to prepare your return. The use of this spreadsheet does not constitute advice from an accountant, but will allow you to have peace of mind that your business finances are in working order.
2022 Mileage Tracking
An easy excel spreadsheet to assist in tracking your mileage. Small enough to be saved on your phone and used on the go.
2021 Financial Documents
2021 Small Business Sales and Expense Tracking
This small business tracker will work for the tax year ended December 31, 2021. It will allow you to track your small business sales and expenses, calculate your business use of home and motor vehicle expenses with simple inputs. Further, the information required for your HST Return (if applicable) will be automatically completed for a simple transfer of information to prepare your return. The use of this spreadsheet does not constitute advice from an accountant, but will allow you to have peace of mind that your business finances are in working order.
2021 Mileage Tracking
An easy excel spreadsheet to assist in tracking your mileage. Small enough to be saved on your phone and used on the go.
2020 Financial Documents
2020 Tax Bundle for New Small Business Owners
A bundle package to provide both a 45 minute webinar for what records you need to maintain and how to file your tax return, plus a tracking spreadsheet that allows the majority of the work to be done for you.
2020 Small Business Sales and Expense Tracking
This small business tracker will work for the tax year ended December 31, 2020. It will allow you to track your small businesses sales and expenses, and calculates your business use of home and motor vehicle expenses automatically. Further, it summates all the information required to complete your HST Return (if applicable). The use of this spreadsheet does not constitute advice from an accountant, but will allow you to have peace of mind that your business finances are in good working order.
Reporting Business Income on your Tax Return, a Webinar
This 47 minute webinar will help new small business owners learn the tips and tools to file their Canadian Personal Income Tax Return without the use of an accountant, saving your small business money.
Adults
2022 Tax Assistance
File your 2022 Tax Return with the assistance of Accountant Jen. Pay for her services one year, and find out how to do it all on your own for next!
5 Weeks to Financial Freedom
A five week virtual consulting program, that Accountant Jen works individually with your financial situation to set goals and get your financial life organized. Reach out to Accountant Jen directly (Jen@accountantjen.com) if you want more details before committing to this program.
Budgeting Spreadsheet
Don’t need individual advice? The same spreadsheet Accountant Jen takes you personally through in her 5-week program, but done without her assistance.
How to Adult, a Webinar
This low cost 30 minute webinar, will show you all sorts of tips and tricks to get your adulting game on point. After this webinar, you’ll feel more confident in being able to make better financial choices.
2022 Spreadsheets
2022 Rental Income Revenue and Expense Summary
This spreadsheet will allow you to track your rental income and expenses, in a way that makes preparing your 2022 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.
2021 Spreadsheets
2021 Rental Income Revenue and Expense Summary
This spreadsheet will allow you to track your rental income and expenses, in a way that makes preparing your 2021 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.
2020 Spreadsheets
2020 Employment Expenses as a Result of COVID
A bundle package to provide both a 45 minute webinar for what records you n spreadsheet will perform the calculations for you, to know you’re making t employment expenses on your 2021 Personal Income Tax Return? This spreadsheet will perform the calculations for you, to know you’re making the best decision.
2020 Rental Income Revenue and Expense Summary
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.
Youth
Financial Literacy for Teens (aged 13-16), a Webinar
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.