I help individuals, freelancers, and small business owners get their finances organized — and keep them that way — without it taking over their life.
No more guessing. See income, expenses, and taxes at a glance.
I teach you the system, then step back. No ongoing dependency.
You don't need to be "good with numbers" to get organized. You just need a system that makes sense — and someone who can show you how to use it.
Track your income and expenses separately from personal finances, understand what you owe at tax time, and keep your finances organized without it taking over your life.
Get your QuickBooks set up properly from the start — or catch up if you've fallen behind. Chart of accounts, bank feeds, invoicing, and the skills to keep it current.
Whether it's a rental property, investments, or just wanting to see where your money actually goes — get the big picture, budget realistically, and stop feeling overwhelmed.
No judgment, no jargon. Just a clear path to having your finances under control — and the confidence to keep them that way.
A free 30-minute discovery call to understand where you are, what tools make sense, and what a realistic plan looks like for you.
I do the behind-the-scenes setup, then walk you through everything step by step — at your pace, until you actually get it.
Some clients are ready in two sessions. Others work with me for a year. Either way, the goal is always your independence — not your dependency.
Short, practical videos that show you exactly what getting organized looks like — no jargon, no pressure. Watch at your own pace.
A fillable one-page PDF with your GST/HST dates, business numbers, and a mileage log — your entries save right in the file. Pick your province or territory below. (Corporation version coming soon.)
GST/HST dates, BC PST & filing frequency, mileage log, calendar reminders.
Download PDFGST/HST (HST) dates, business numbers, mileage log, calendar reminders.
Download PDFGST dates, business numbers, mileage log, calendar reminders.
Download PDF100% free, no email required. General information only — not professional tax advice.
Everything is tailored to your specific situation — whether you're starting fresh or catching up from years behind.
Chart of accounts designed for your business, proper categorization setup, bank feed connection, and 1-on-1 training so you can run it yourself.
A Google Sheets tool that pulls all your finances into one place — income, expenses, tax projections, debt paydown, budgeting.
Behind on your books? I'll get you caught up — categorizing transactions, reconciling accounts, organizing receipts, and preparing everything for tax time. Pricing based on scope.
Monthly check-ins to review your books, answer questions, troubleshoot issues, and keep you on track. As much or as little help as you need.
See pricing options below.
A Google Sheets or Excel tool that shows you the full picture of your finances — business income, personal expenses, tax projections, debt paydown, budgeting, savings, and more. Bank your transactions with our CSV importer, track everything in one place, and get clarity without juggling five different apps.
I'm someone who figured out bookkeeping and financial organization as an entrepreneur, then spent years helping businesses and nonprofits do the same. I've formalized some of this knowledge through the Self-Employment Program at Douglas College and Accounting for Managers at BCIT. But it was running my own business and then doing bookkeeping for my employers and clients that taught me what really matters: having a clear, simple system you actually understand and use.
Since then I've done bookkeeping for various individuals with small businesses, set up QuickBooks systems from scratch, and helped people dig out from years of catch-up work. I built the My Money Organizer spreadsheet tool because I wanted something that worked the way real people think about money.
My goal is always to work myself out of a job. The sooner you're running your own books with confidence, the better I've done mine.
Learned bookkeeping by doing it for my own business — I know what it's like in the trenches
Former account manager and licensed securities representative — finance isn't new territory
My goal is to teach you to do this yourself — not to keep you relying on me
Familiar with Canadian tax context — GST, CRA requirements, sole proprietor specifics
No commitment, no pressure. We'll talk through your situation, figure out what makes sense, and I'll give you an honest answer about whether I can help.