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Mid-year financial check-in

We often hear from small business owners that they wish they heard from their accountants throughout the year. This year, we invite you to make a meeting with us for a mid-year check-in. Don’t wait. Be proactive. Gain clarity and confidence over your finances this summer.

Here are a few of the topics we can touch on:

Financial wellness: How’s your cash flow? Money slow coming in and expenses piling up too fast? We can offer some suggestions.

Make instalments: Make sure you don’t pay interest by making your instalments on time. Check the letter we provided with your year-end package.

Payroll remittances: Still unsure whether you should do dividends or payroll?

Save for GST & taxes: Make sure you’re saving enough for GST & Corporate Taxes in your corporation. Then personally, make sure you’re saving enough for the personal taxes on your dividends.

Refresher on write-offs: Mileage log, vehicle expenses, travel, meals & entertainment, golf - we let you know what is deductible and how best to track it.

Saving the right documents: What to toss and what to keep.

Investment decisions: Buying a vehicle, property, or business - we can help!

Bank accounts: Make sure you have the right account level for you. Make sure your credit is on track.

However your year is going, let’s chat. We are here to help. You can call to set up an appointment at 403-938-4064, or book an appointment with Matt here or Curtis here.

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