Resources & Tools

Stuff we've learned along the way that might actually help you

Startup Financial Planning
Startup Guides
Your First Year: What Nobody Tells You About Startup Finances

Look, I've seen too many founders burn through cash because they didn't track burn rate properly. Here's what you actually need to know in year one.

8 min read Read More
Free Tool
Runway Calculator

Figure out how long your cash will last. Simple spreadsheet that does the math so you don't have to stress about it at 2am.

Download Excel Template Downloaded 1,247 times
Tax Deadlines
Tax Tips
SR&ED Tax Credits: Actually Worth Your Time?

Short answer: yes, if you're doing any product development. We've helped clients claim over $2M in credits. Here's how it works without the government jargon.

6 min read Read More

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Accounting Software
Bookkeeping
QuickBooks vs Xero: Which One's Right for You?

We've set up both platforms probably 200+ times. Here's the honest breakdown based on what we've seen work (and what doesn't).

10 min read Read More
Tools & Templates
Expense Tracking Template

Super basic but gets the job done. Categories are already set up for tech companies. Just plug in your numbers.

Download Template Google Sheets & Excel versions
Payroll Processing
Payroll
Hiring Your First Employee: The Payroll Checklist

CRA registration, T4s, ROEs... yeah, it's a lot. Here's everything you need to set up before that first payday hits.

7 min read Read More
Business Incorporation
Startup Guides
When to Actually Incorporate (It's Not Day One)

Got this question probably 50 times this year. Sometimes you should wait. Here's when it makes sense and when you're just wasting money.

5 min read Read More
Free Tool
Break-Even Calculator

When will you actually be profitable? Plug in your numbers and find out. Way easier than trying to do this math yourself.

Get Calculator Works in browser, no install needed
GST HST Filing
Tax Tips
GST/HST Registration: When You've Gotta Do It

Hit $30k in revenue? Time to register. Here's how to do it without pulling your hair out, plus some tricks to make filing less painful.

9 min read Read More
Financial Reports
Bookkeeping

Monthly Close Checklist That Won't Make You Miserable

Look, nobody likes month-end close. But it doesn't have to take forever. We've streamlined this process for dozens of startups and here's the routine that actually works.

  • Bank reconciliation steps
  • Expense categorization tips
  • Report generation timeline
  • What to review with your team
Venture Capital
Startup Guides
Investor-Ready Financials: What VCs Want to See

Been through probably 30+ funding rounds with clients. Here's exactly what investors ask for and how to have it ready before they even ask.

12 min read Read More

Can't Find What You're Looking For?

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