DIY Accounting Resources
Templates, Kits & Guides
Stop guessing and stop emailing questions for one-off answers. Buy proven templates and step-by-step kits built for Canadian founders who want to save money and do it right.
Best Sellers
Our most popular kits used by 500+ Canadian founders.
Chart of Accounts Pro
The exact GL structure we use for 8-figure SaaS & Agency clients. Cleaner reporting, fewer uncategorized expenses.
Month-End Close Checklist
Stop dreading the first of the month. A step-by-step SOP to close your books in under 2 hours.
Finance System in a Weekend
Get everything. The full operating system for your business finances. COA + Month-End + GST + Setup.
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Not sure what you need? Choose your current situation.
Setting up from scratch
I just incorporated and have zero systems.
My books are messy
I'm behind and dreading the cleanup.
Need better reporting
I have data but no insights.
Year-end is coming
My accountant is asking for files.
Shop All Resources
Every template and guide we've built for our private clients.
Chart of Accounts Pro
The exact GL structure we use for 8-figure SaaS & Agency clients. Cleaner reporting, fewer uncategorized expenses.
Month-End Close Checklist
Stop dreading the first of the month. A step-by-step SOP to close your books in under 2 hours.
GST/HST Workflow Kit
Never overpay or under-claim again. A complete system for tracking ITC's and filing accurately.
Clean Books Setup System
Starting from scratch? Do it right the first time. Bank rules, tracking categories, and software settings.
Year-End Ready Kit
Save thousands in accounting fees by handing over a clean file. The ultimate checklist before sending to your tax accountant.
SaaS KPI Snapshot
Track MRR, Churn, LTV, and CAC correctly. A simple, powerful model for subscription businesses.
DIY Bookkeeping SOPs
Delegate your bookkeeping to an assistant or VA with confidence. Complete process documentation.
Finance System in a Weekend
Get everything. The full operating system for your business finances. COA + Month-End + GST + Setup.
Free Resources
Month-End Mini Checklist
The 5 essential tasks you must do every month to keep your books safe.
GST/HST Basics Cheat Sheet
Quick reference guide for tax rates, deadlines, and what you can claim.
Year-End Ready Mini Checklist
A simple one-pager to make sure you aren't missing anything big before tax season.
Why kits instead of one-off questions?
We get 100+ emails a week asking for "quick advice". Here is the truth:
The DIY Kit Route
- • Fixed, one-time cost ($29-$149)
- • Instant implementation
- • Repeatable system you own
- • Solves the "how-to" forever
Custom Advisory
- • Expensive hourly rates ($350/hr+)
- • Scheduling wait times
- • Depends on consultant availability
- • Best for complex, unique strategy
If you genuinely need custom answers for a unique situation:
What to expect
License Terms
Single-user license. You can use these templates for one business entity you own. Please do not share or resell.
Refund Policy
7-day money-back guarantee. If the kit doesn't save you time or money, email us for a full refund.
Support Scope
Products are self-serve. Detailed instructions included. Custom accounting advice requires a paid consult.
Common Questions
Will these templates work with my software?
Is this really specific to Canada?
What if I buy it and hate it?
Can I just hire you to do this for me instead?
How do I access the files?
Does this include 1-on-1 support?
I have multiple companies. Do I need multiple licenses?
My books are a disaster. Where do I start?
Two ways to get your finances on track
The DIY Route
I have time and just need the right templates to do it myself.
The Done-For-You Route
I want a CPA to handle everything so I can focus on growth.