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Helping entrepreneurs make smarter money moves
Tips, tools + tough love (with heart)
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I get asked all the time — if someone already has an accountant, do they need a bookkeeper. 

Yes. Your accountant works with history. 

Your bookkeeper works in real time. Both matter. Neither replaces the other.

#accountant #money #bookeper #canadabookkeeper #finances taken in Toronto Ontario Canada by @anoraweste
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4 months ago
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If your bookkeeper has ever asked you for receipts and you went digging through your e-transfers to find them, this one’s for you.

An e-transfer shows money left your account. That’s it. It doesn’t tell anyone what it was for, who it went to, what was purchased, or whether there was HST on it. And that last part matters more than people think.

Your bookkeeper needs the actual invoice from the vendor. The one that shows what they charged you for and whether sales tax was included. Because if there’s HST on that expense, you may be able to claim it back as an input tax credit. But only if you have the paperwork to back it up.

No invoice means no ITC. And that’s money left on the table.

Your e-transfer history is not your recordkeeping system. It never was.

#finances #etransfers #bookeeping #canadianbusiness taken in Toronto Ontario Canada by @anoraweste
1
4 months ago
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Knowing what’s coming in and when. Knowing what’s going out and when. That’s it. That’s the whole thing. 

Most money stress in business comes from not having that mapped out. Not from the numbers themselves. 

We’re all getting older and getting more gray hairs every day...well I am...don’t let cash flow stress add to it.

#money #cashflow #cash #canadiansmallbusiness #finances taken in Toronto Ontario Canada by @anoraweste
0
5 months ago
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This is one of the most common cash flow problems I see. The HST comes in, it’s sitting in the account, it looks like money, and it gets spent. 

And then filing comes around and it’s just not there. It was never yours. CRA is just letting you hold it for a minute. Treat it that way from day one.

#gst #hst #accounting #bookeeping #finances taken in Toronto Ontario Canada by @anoraweste
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5 months ago
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Leaving corporate was the best decision I’ve made. It was also the first time I really had to manage money instead of just understand it. 

There’s a difference. And nobody really prepares you for that part.

#career #careergoals #accounting #careergrowth✨️ #financialmatters taken in Toronto Ontario Canada by @anoraweste
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5 months ago
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The ‘I’ll deal with it later’ pile is where clean books go to die. Dext lets you forward receipts straight from your inbox or snap them on your phone. It reads the data automatically, no manual entry. 

I personally love it. That’s literally why I pay for a subscription for every single one of my clients. And honestly, even if you’re not working with us, it’s still worth it.

#dextsolutions #softwaretools #accountingtools #finances #accounting taken in Toronto Ontario Canada by @anoraweste
2
5 months ago
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This is the thing nobody wants to say out loud. Every joe smoe out here is posting their revenue like it’s the whole story. 

Nobody’s posting their profit. Revenue growth feels like progress. And it is. But only if the money is actually staying. Which is a whole other conversation.

#finance #makingmoney #finances #canadianentrepreneurs #moneymatters taken in Toronto Ontario Canada by @anoraweste
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5 months ago
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Some people need a bookkeeper who handles the numbers and stays out of the way. Others want a thought partner they can check in with every week. 

Most people fall somewhere in between, and that changes depending on what season the business is in. I don’t think there’s a wrong way to use financial support. 

I just want every client to know that more is available whenever they’re ready for it. What does the support you actually need look like right now?	

#clients #bookeepingservices #canadianentrepreneurs #canadabusinessowners taken in Toronto Ontario Canada by @anoraweste
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5 months ago
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I go back to these three constantly. In my own business and with every client I work with. 

They’re not complicated concepts but mixing them up is one of the most common and costly mistakes I see. Save this one and come back to it.	

#financialclarity #ownerspay #revenue #profit #cashflow taken in Toronto Ontario Canada by @anoraweste
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5 months ago
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It’s one of the most useful frameworks I come back to when I’m thinking about how things are going. Not just for clients. For my own business. 

Which of these three do you look at least often? 

Because that’s probably the one that needs the most attention right now.	

#cashflow #financialclarity #canadianentrepreneur #revenue #profit taken in Toronto Ontario Canada by @anoraweste
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5 months ago
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My kids are the whole reason I continue to build something worth building. 

Happy Mother’s Day to every mom out here doing the same.

#mom #happymothersday #mothersday #mothers #mykidsforever taken in Toronto Ontario Canada by @anoraweste
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5 months ago
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Not from a course. Not from a book. From women who are actually in it, navigating the same questions, the same seasons, the same real-life chaos that comes with building something of your own. 

I’m grateful to be part of communities that make this feel less lonely and more possible. Shoutout to some of the ones that have meant the most to me: Mother Means Business, WorkWives, Elliance Network, and The Forum. If you’re not plugged into a community like this yet, find your people. It changes the game.	

#community #thismothermeansbusiness #worklifebalance❤️ #momlife #womengrowth taken in Toronto Ontario Canada by @anoraweste
8
5 months ago
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