Guides

TD – C – A1 – What to Set Up First When You’re Operating Through a Corporation

What to Set Up First When You’re Operating Through a Corporation Most owner-operators do not start with a clean corporate system. They may have a corporation on paper, but records, money movement, receipts, and supporting documents are still handled informally. In this first setup phase, your goal is not to build a full accounting system. […]

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TD – SP – A – How to Set Up Record-keeping Without Overthinking It

How to Set Up Record-keeping Without Overthinking It To set up a simple record-keeping system, choose one main location for your business records, create a small set of clearly named folders, use a consistent file-naming format, and save documents as you receive them. The system does not need to be sophisticated—it needs to make receipts,

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TD – SP – A – What Financial Habits Matter in Your First 90 Days as a Sole Proprietor?

What Financial Habits Matter in Your First 90 Days as a Sole Proprietor? In your first 90 days as a sole proprietor, focus on separating business activity, tracking income and expenses, keeping supporting records, reviewing transactions regularly, and checking whether registration or GST/HST obligations apply. You do not need a sophisticated financial system. You need

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