Small Business Accounting At A Glance Checklist:
An easy-to-navigate accounting and tax checklist designed to empower small business owners to master their money and feel like they are sitting in the driver's seat when it comes to their financials.
- Karlo Kowalczyk
– Soma Keo
– Maureen Carter
Hi, I’m Lisa!
I am a Canadian accountant who specializes in helping small business owners master their money.
I take pride in making accounting less intimidating by providing my clients with the information they need in a way that is easy to understand. I hold space for business owners just like you to feel safe in asking questions and getting answers about their financial health.
Working as a public practice CPA for 15 years, I assisted hundreds of entrepreneurs build out sustainable accounting systems that WORK and get their business on a solid financial footing right from the start.
I check all of the complicated accounting jargon at the door and get to the point in a way that makes sense so that you can confidently master your business accounting like the CEO you are.
I have seen firsthand how expensive it can be for entrepreneurs if they don’t have accounting systems set up right from the beginning, and I am here to make sure that doesn’t happen to you.
You Might Wonder…
You see, us accountants can sometimes have a nasty habit of overcomplicating things. And when you’re a small business owner wearing many hats, life can be pretty complicated as it is! I designed this as a resource for you to be able to stick up on your wall, check items off as you go, and then get back to doing what you do best: running your business.
First, we’ll hit the ground running by getting this checklist straight into your inbox, and then I will send over some tips and tricks every now and again about how to better understand your financial situation, how to create and manage simple and sustainable accounting systems, and how to keep yourself on solid financial footing as your business continues to grow.
Before you head out to hire an accountant, you might be interested in joining my 8-week crash course called ‘From Overwhelmed to Empowered.’ It offers a detailed and interactive framework that leaves you feeling empowered when it comes to your business finances. Using easy-to-understand language, I walk you through everything you need to know as an entrepreneur to effectively manage the financial side of your business.
And it starts with simple solutions like these. Let’s get you into the financial driver’s seat and running your business like the CEO we know you are.
Please check your email to confirm your address and get access to the checklist.