The Corporation Starter Toolkit is a free PDF bundle designed to help owner-managed corporations create a clearer financial foundation from the start.
This download brings together seven practical tools that support the early setup and routines most new corporations need: organizing essential accounts and records, keeping corporate activity separate from personal activity, establishing a 90-day money routine, reviewing finances monthly, understanding GST/HST responsibilities, using consistent expense categories, and storing supporting documents clearly.
The toolkit is designed for newly incorporated and early-stage Canadian corporations that want practical structure without unnecessary complexity. It helps reduce confusion early by focusing on separation, visibility, consistency and repeatable financial habits.
This free bundle includes:
- Corporation Setup Checklist — organize the essential accounts, records and financial setup items the corporation should have in place
- Corporate Records Starter List — identify the corporate, financial, CRA and supporting records that should be preserved
- 90-Day Corporate Money Routine — build an early routine for reviewing cash, expenses, tax amounts, records and owner payments
- Monthly Closing Checklist — Corporation — use a repeatable monthly review to check accounts, receipts, GST/HST activity, owner transactions, unpaid items and record gaps
- GST/HST Quick Reference — Corporation — understand how GST/HST collected, eligible tax paid, filing responsibilities and supporting records fit together
- File Naming & Record Storage Guide — organize corporate records, receipts, invoices, statements and year-end documents more clearly
- Corporate Expense Categories Reference — understand the working expense categories used to organize corporate activity and support cleaner bookkeeping
This toolkit is intended to help corporations move from scattered records and inconsistent routines toward clearer separation, more dependable records and better financial control.
Note: This bundle does not include the Corporate Expense Tracker or Corporate Financials Workbook. Those are separate Excel tools.
