It's like having access to a CPA
at your finger tips.
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Accounting and tax advice you need to know
as a First Time Business Owner
so you can save TIME and MONEY.
TELL ME, IS THIS YOU?
You are over your head on how to set up a proper accounting and tax system as a new business owner.
You're stressed about keeping on top of your books, which prevents you from having key financial insight into your business.
You're overwhelmed with all the tax compliance requirements and scared you will get audited by the CRA.
You're frustrated with scattered information online that just makes everything even more confusing.
You're worried about how to make healthy financial decisions that can make or break your business.
WHAT IF YOU COULD...
Create a seamless accounting and tax system so you can make informed financial decisions in the best interest of your business.
Identify financial problems even before they become problems, and have the tools and knowledge to solve them.
Avoid interest and penalties by being on top of your tax compliance requirements, and even proactively plan to minimize taxes.
Save countless months and years of wasted time inefficiently trying to figure out things on your own, which will be costlier to fix.
Become confident in your finances and build a business that supports your lifestyle so you can ultimately live life on your own terms.
Who is Path2Profits For
You are Planning to Start a Business but Don't Know What Structures Are Best Suited for You.
First Time
Business Owners
You have a Shoe Box of Receipts and Clueless about What to Do With Them.
Bookkeeping Troubles
You Know You Can Save a Good Chunk of Change on Taxes But Unsure What Expenses are Deductible.
Tax Payers
to Savers
What's Inside the Program
Engaging Content
Accounting doesn't have to be boring. Watch videos, tutorials, live examples - all designed to maximize your learning.
Tools
Take the shortcut with checklists, step-by-step guides, templates, and bargain discounts to handy softwares and tools.
Q&A Sessions
Bring your questions to quarterly "office hours" with Gabrielle and other like-minded entrepreneurs.
THE 3 STEP BLUEPRINT
STEP 1
IS INCORPORATION RIGHT FOR YOU?
Self-paced | 2 Weeks
Suggested Time: 2 hours/week
By choosing the right business structure, you can save thousands of dollars and set your business on the path to success.
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Step 1 of Path2Profits includes:
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Business Structures: Understand the advantages and disadvantages of different business structures for Canadian entrepreneurs, helping you make the right choice.
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Incorporation Insights: Learn about the benefits and optimal timing for incorporating your business, as well as important considerations.
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Financial Analysis: Evaluate the financial feasibility of incorporation and gain insights into the process.
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Practical Templates: Access the Tax Savings/Cost from Incorporation Template and the 2023 Budget & Net Worth Tracker for effective financial management.
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Step-by-Step Tutorials: Learn how to calculate tax savings/costs from incorporation and navigate the registration process for sole proprietorship and corporation.
STEP 2
BOOKKEEPING
MADE EASY
Self-paced | 4 Week Program
Suggested Time: 2 hours/week
Take control of your business finances by gaining the essential skills and tools you need to ensure accurate bookkeeping, make informed financial decisions, and optimize your cash flow effortlessly.
Step 2 of the Path2Profits program includes:
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Financial Statement Mastery: Understand the essentials of financial statements, including the Balance Sheet, Income Statement, and Cash Flow Statement.
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DIY Bookkeeping Expertise: Learn how to do your own bookkeeping for your business, ensuring accuracy and maintaining control over your financial records.
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Informed Decision-Making: Discover how to interpret your business's income, expenses, and profit margin to make strategic decisions that drive growth.
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Cash Flow Management Strategies: Master effective cash flow management techniques to increase profitability and maintain financial stability.
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Automated Bookkeeping: Utilize our updated Bookkeeping Excel Template, designed to automatically track your Income and Expenses by category, making it perfect for beginners.
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Bookkeeping Resources: Ensure compliance, assess profitability, and gain confidence with our dedicated templates and checklist. From the Profitability Assessment to the Bookkeeping Best Practices Checklist, we have you covered. Plus, get step-by-step guidance and QuickBooks expertise with our tutorials.
STEP 3
TAX-SMART SAVINGS
Self-paced | 4 Week Program
Suggested Time: 2 hours/week
Don't let the overwhelming 3,200-page Income Tax Act hold you back. Stay compliant with the CRA's expectations and protect yourself from unnecessary interest and penalties.
Step 3 of Path2Profits equips you with the knowledge and tools to confidently manage your tax obligations. Explore the following essential topics:
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Ensure Compliance and Avoid Penalties: Stay on top of your tax obligations and avoid costly penalties.
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Maximize Tax Savings: Calculate your tax impact accurately and minimize your tax bill.
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Optimize Deductions: Discover profitable write-offs and deductions to reduce your tax liability.
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Strategic Tax Planning: Learn advanced strategies for making optimal financial decisions.
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Save on Lawyer Fees: Bonus tips for ON & BC: Save on lawyer fees with DIY annual forms.
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Convenient Tax Resources: Access helpful templates and checklists for easy tax management.
Prior to starting my own business, I was a Tax Manager at a Big 4 Accounting Firm, working with Global 500 companies.
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After working 7+ years, I gathered the courage to quit my 9-5 to start my own Tax Practice so I could make an impact in my own way.
After consulting several businesses in Canada through my Accounting and Tax Firm, I understood the common issues and struggles business owners faced. I decided to create an online program to make it easier for entrepreneurs to get educated on accounting and tax fundamentals.
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I'm Gabrielle. I'm a CPA,
Tax Expert, and Founder of Balance and Wealth CPA
REAL IMPACT ON CLIENTS WHO SAVED BIG
In 2022 alone, Gabrielle helped her clients
SAVE OVER $250,000 IN TAXES
Social Media Influencer
Saved over $20K in taxes in 2021 by incorporating compared to the previous year
Crypto Investor
Saved over $45K in taxes for 2022 just from a 30 minute Tax Consulting Session
IT Consultant
Tax Consulting for multiple jurisdictions resulted in saving over $63K in taxes for 2022
What Our Clients Say
Madeleine Hamada
Founder of Movement Arts Therapy
"No one can tell you what you don’t know, and it’s always a confidence booster to learn those lessons through Gabrielle’s Path2Profit’s course.
My business plans have changed for the better since taking the course and through meetings with Gabrielle around creating better awareness and clarity in my books.
P2P was succinct in information, easy to follow, and quick to come back to topics that were of greater importance through its navigation system based on what was important to me and my business at the time.
The templates are key and Gabrielle gives several options on how to progress from the basics as your business evolves, I’m pretty excited to feel just that bit more educated in my finances and I look forward to this continuous process of building and witnessing my business grow."
TAKE CONTROL OF YOUR
BUSINESS' FINANCIAL FUTURE
The 3 Step Blueprint
599$Valid for 12 months
Is Path2Profits Right for You?
An Online and/or Service Based Business in Canada (perfect for consultants, content creators, and coaches!)
Serious about results and want to learn the fundamentals of business finance so you can apply them to your business and reap the rewards for years to come
Looking for guidance through an online virtual program
This IS for you if you are...
This is NOT for you if you are...
A product based business
NOT based in Canada
Unwilling to follow the curriculum and don't work well within a self-paced environment
Proficient in accounting and tax (you won't need Path2Profits since you already have the knowledge we provide!)
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What provinces/territories is this course available for?This course is available to sole proprietors in all provinces and territories across Canada. The skills and concepts are applicable nationwide. However, please note that for Quebec, the tax considerations unique to the province aren't specifically covered in this course.
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Is this program a tax write-off for sole proprietor businesses?Yes, the cost of this course is tax-deductible for businesses. You can claim it as a business expense on your tax return.
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What is the difference between a bookkeeper, accountant, CPA, and CFO?Bookkeeper: A bookkeeper is trained to keep your business’s financial records in order. They handle the day-to-day tasks of recording transactions, managing accounts payable and receivable, and ensuring everything is up-to-date. Accountant: An accountant possesses various skills to manage a business’s finances through formal training, but they might not always be a designated professional. Note that not all accountants are CPAs, and their qualifications can vary. CPA (Chartered Professional Accountant): A CPA is a licensed professional who has completed a rigorous curriculum, a 3-day national exam, and at least 30 months of work experience at a recognized accounting firm. CPAs are part of a global accounting organization and are recognized for their expertise. However, not all CPAs specialize in tax, as the designation covers various areas such as audit, management accounting, financial reporting, and more. CFO (Chief Financial Officer): A CFO is a highly experienced financial expert, typically with 10 to 30 years of experience. CFOs often hold a CPA designation and/or an MBA. They are responsible for managing a company’s financial goals, operations, and strategy, ensuring the business’s financial health and long-term growth.
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How long does the course take?The course is self-paced, so you can take as much time as you need. If you choose to go through it quickly, you could complete it in half a day to a full day. However, you're free to move through the material at your own speed to ensure you fully understand each section.
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Why should I take the program vs. hire an accountant?As a CPA, I strongly recommend that every business owner understands the fundamentals of their finances. This empowers you to manage the financial health of your business at any given time. For sole proprietors, there’s often a disconnect between the price you pay for an accountant and the value you receive. In the early stages, this program provides you with all the essential skills to set up your business structure, organize your books, and plan for taxes. As your business grows, especially once your incorporate, you may no longer need to be as involved in the details. At that point, it makes sense to outsource accounting tasks to help manage your overall finances.
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What's the refund policy?If you're not completely satisfied with the course, simply reach out to us at info@gabrielletalksmoney.com within the first 14 days of enrollment, and we’ll provide a full refund—no questions asked.