Caritas Company

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Make a New Year Resolution You Can Commit to

Hey friend, we aren’t doing this again. We aren’t spending another second making new years resolutions that we a) can’t commit to and b) don’t have any relevant impact on the lifestyle we’re chasing. 

Lemme tell you something that’s going to feel better than eating a salad in January (jk please eat your vegetables). It’s the feeling of being empowered by your finances. 

Picture this: it’s December 2023. You just came off your best year in biz, like, ever. Your revenue is off the charts, your books are poppin’, and you’re staring at a FAT stack of cash in your bank account. Sounds like a dream, right? We’re going to make that dream a reality together, and we’re gonna do that by making New Years resolutions that are smart, achievable, and trackable. 

NEW YEAR’S Resolutions:
Small Business Canada Edition

2023 you is organized, committed, and fired up about making money moves. I can feel it! So let’s discuss 3 smart tools you probably already have to help keep your money organized. 

Your Smartphone

You’re glued to it anyway so you might as well use it for GOOD! Use your smartphone to take photos of your receipts and upload them to Quickbooks immediately to stay organized. Remember no receipt, no write-off. 

Quickbooks

Speaking of Quickbooks… it’s literally your QB (quarterback) when it comes to keeping your finances up to date. If you hate big scary spreadsheets, piles of receipts, and feeling like you’re reading a different language all the time then Quickbooks is for you. Your only regret about purchasing a subscription will be not doing it sooner… for real. 

Manage your finances right from your smartphone with their user-friend app that allows you to upload photos of your receipts, send invoices, track time, track expenses, and more! I love love LOVE this tool and think you’ll love it too. Learn more about Quickbooks here. 

Your Calendar

Time is your only non-renewable resource and that’s the best reason to use it wisely. Use your calendar to block off weekly CEO time where you’ll dedicate a few hours to reviewing your finances including bank statements, revenue, and expenses and identifying opportunities or threats to your biz. Doing this weekly will help you keep a pulse on the heart of your business. 

Listen, it’s so easy to get caught up in being “busy,” but don’t sleep on your CEO time. Around here we call it #MoneyMonday and it’s an integral part of my business. 

Online Bookkeeping Services you NEED in 2023

It’s me, hi, I’m the service you need! And I want to invite you to work with me in the new year and invest in a service that can actually leave you with more money in your pocket. *Sign me upppppp!*

One of the best ways for us to work together is through my exclusive Bookkeeping Bootcamp. In this Bootcamp I unpack the nitty gritty details surrounding your books, your write-offs, and your tax prep (eww, I know) and give you the confidence to take control of your finances. 

Who is Bookkeeping Bootcamp for?

  • The Canadian entrepreneur who’s all creative and has almost no numbers.

  • The small business owner who knows what taxes are but doesn’t know how to prep for them.

  • The dreamer who’s tired of feeling a pit in their stomach every time they think about bookkeeping. 

The Bookkeeping Bootcamp is designed specifically to help you get and STAY organized because there is no better feeling than clarity my friend! 

Bookkeeping Bootcamp is ready when you are! Learn more here.