BUSINESS FINANCE BASICS

Stress Less, Get Savvy

Get ready to be the well-rounded CEO of your business, without a degree in business!

ENROLL NOW

BUSINESS FINANCE BASICS

– ARE ANYTHING BUT BASIC

Set yourself and your business up for success with this foundational blended workshop and mentorship program that will not only give you the knowledge you need to achieve your objectives: it will help you start to build for the future in only 6 weeks.

ARE YOU A BUSINESS OWNER FACING ANY OF THESE CHALLENGES?

  • Making an informed decision between sole proprietorship vs. incorporation?
  • Understanding and managing your bookkeeping?
  • Struggling at tax time due to a lack of expense tracking management, or overpaying because you aren’t aware of how to optimize your tax return?
  • Failing to maximize your deductions and paying more taxes as a consequence?
  • Making consistent sales, but finding your profits stagnant because of avoidable costs and ineffective business transaction practices?
  • Achieving steady clients and sales, but not having a plan to scale and grow?

ABOUT YOUR INSTRUCTOR

Hi, I’m Anastasia, the founder of EverSavvy Financial.  My mission is to help small businesses and entrepreneurs work smarter without having to worry about their finances.

As a CPA with over 13 years experience in tax, accounting and finance, I have a breadth of professional perspectives that will allow me to set you and your business up for success.

THE EVERSAVVY APPROACH

If you are a business owner, whether it is a one-person sole proprietorship or a corporation with a few employees, the content and coaching that this course will provide will help you learn how to best structure your business so you are operating in the most optimal and efficient manner.

This is NOT your standard online course. As a certified CPA and your instructor, I will guide you through the material and show you how it can be most effectively applied to your business in order for you to achieve your goals. With our live 1:1 sessions, my approach is what makes this course different: I will ensure that the content is practical, practicable, and personal.

LET ME HELP YOU GET YOUR FINANCES, AND BUSINESS, BACK IN SHAPE

Business Finance Basics

It’s a 6-week online program that will work you through the most common challenges faced by small business owners and get you savvy with your business finances.

By the end of this 6-week course you will:

✔ Comprehend the different types of business structures so you can ensure you have the right structure for you and your business

✔ Understand all of your tax filing requirements so you can stay compliant with the tax authorities and avoid surprise letters from the CRA

✔ Recognize and apply eligible tax deductions

✔ Set up your business’ bookkeeping so you can stay on top of your finances

✔ Be able to assess the financial health of your business and identify what is and isn’t working – and how to solve it

✔ Create an actionable plan for your business’ future growth

ENROLL NOW

WHAT IS INCLUDED IN THE PROGRAM

Six recorded video lessons and exercises to work through

Office Hours - via email - so that you can ask questions and overcome obstacles

A private 30 minute coaching session during the course for extra support with the material

A comprehensive Course Workbook, which you use throughout the lessons

A business toolkit to help track your expenses to save you TIME and MONEY

Bonus module on compensation strategies when incorporated (salary vs. dividend)

Lesson One : Business Structures

Ensuring you have the optimal architecture (e.g. sole proprietor, partnership, or corporation) for your operations and goals.

 +

BONUS WORKSHEET: Checklist of steps involved to transition from sole proprietor to corporation

BONUS MODULE: Compensation strategies when incorporated (Salary vs. dividends)

Lesson Two : Tax Filing Requirements

How to adhere to your tax obligations as a business and stay compliant

+

BONUS WORKSHEET: Outline of various tax return filing and payment due dates

Lesson Three : Tax Deduction Optimization

Truly understand what counts as a tax deduction so you do not leave money on the table

+

BONUS WORKSHEETS to help you save time and money, including:

– Workplace in the home worksheet

– Business use of motor vehicle worksheet

– Mileage tracking worksheet

Lesson Four : Bookkeeping 101

The Essentials to start properly categorizing your business transactions

+

BONUS TEMPLATE: Income and expense tracking worksheet to help you get started!

Lesson Five : Accounting 101

Build on those bookkeeping basics to be able to comprehend your financial reports and assess your business’ financial Health

Lesson Six : Planning for Growth

Navigating your business to grow

READY TO START SHAPING YOUR BUSINESS’ FINANCIAL FUTURE?

No more spending hours online trying to google the answers without understanding any of the results.

Enroll NOW

What Former Students and Current Clients Say

“I am not great with numbers and insecure of my lack of knowledge with small business taxes… I really appreciated how well Anastasia was able to explain the whole process to me in a way that was accessible for me to understand. She knows her stuff and has your best interest in mind!”
Amanda S

“When I found someone that spoke in words I could understand about finance I knew I had to have her be on my team. Never making me feel overwhelmed Anastasia is nothing but accessible and understanding to all my needs.”
Danica O

“I found lesson 6 especially helpful in terms of thinking about how to expand my business in a way that strikes a healthy balance between ongoing engagement with existing clients and seeking new ones.”
Tim P

“Anastasia taught me how to do my taxes, what sort of write offs a business can use and how to be smart when it comes to my finances! Not only does she educate you while helping you with your taxes but she is also someone I can fully trust 100% with my finances!”
Macy C

BUSINESS FINANCE BASICS

ENROLL NOW