SPREADSHEETS AND CALCULATORS
Templates & Tools for Canadian Business Owners
Practical, ready-to-use Excel workbooks built by qualified finance professionals. Download one today and put it to work right away.
Available now
Four paid workbooks, each built for Canadian rules and each with plain-English instructions.
TFSA, RRSP & FHSA Contribution Tracker
Track contribution room and deadlines across all three accounts in one workbook.
Know exactly how much room you have left, before you contribute.
Salary vs Dividend Planner, Ontario
Compare after-tax outcomes of paying yourself salary, dividends, or a mix (Ontario).
See the after-tax difference before you decide how to pay yourself.
Canadian Small-Business Grant & Loan Eligibility Checker
Answer a few questions about your business and get a ranked list of government grants, loans, and tax credits you may qualify for.
Find funding you qualify for instead of leaving money on the table.
Template Bundle
Get the Contribution Tracker and the Salary vs Dividend Planner together in one purchase.
Two planners for one price. Save $19 compared with buying both separately.
✓ Secure checkout via Stripe
✓ Instant download
✓ Taxes calculated where applicable.
✓ All sales final (digital delivery)
Free Templates
Yours to keep, no charge. Handy tools for everyday bookkeeping and tax dates.
Monthly Bookkeeping Checklist
A month-by-month checklist to keep your books clean.
2026 Canadian Small-Business Tax Deadlines Calendar
Key filing and payment dates for the year.
Receipt & Document Organizer
Keep receipts and supporting documents organized all year.
Coming soon
Freelancer Invoice & Expense Tracker
Simple monthly tracker for income, expenses, and HST collected.
Small-Business Year-End Tax Organizer
Everything your accountant needs at year end, in one checklist-driven workbook.
Want early access when a template launches? Contact us and tell us which one you want first.
Some templates may be free and some paid. Prices, when shown, are in Canadian dollars. Taxes calculated where applicable.