Simplify Bookkeeping and Consulting Services

02/22/2026

❄️ While we’re all bundled up during this deep freeze, why not spend a little time getting ahead on your taxes? 📝

Here’s what you should gather to make tax time easier:

T4s / T4A slips – employment and pension income

RRSP / TFSA contribution slips

Receipts for deductible expenses – medical, childcare, charitable donations

Business or rental income records – invoices, receipts, expenses

Investment income statements – dividends, interest, capital gains/losses

Property tax / mortgage interest statements

Any other tax-related documents

Get organized now and save yourself a lot of stress later! 💼✨

12/25/2025

Happy Holidays and Merry Christmas from Simplify Bookkeeping 🎄✨

Wishing our clients, partners, and community a season filled with peace, joy, and time well spent with those who matter most.

Thank you for your continued trust and support. We look forward to the year ahead together.

11/14/2025

💡 Fraud Awareness Fridays: The Direct Deposit Scam

Fraud is on the rise, so some Fridays I’m sharing a real story and a simple control that could stop it.

This week: Direct Deposit Fraud.

A fraudster hacks an employee’s email and sends a message to the business owner - complete with a real-looking void check (has employee's name and address on void check) asking to “update” their bank account.

The owner, trying to help, makes the change.

On payday, the real employee checks their account… and the deposit never arrives.

The request wasn’t from them, the employee had been hacked.

💬 Lesson: The company now has a control in place - no bank account updates without a phone confirmation.

It’s a small step that prevents big losses.

Stay tuned for the next Fraud Friday - because awareness is our best defense.

Please feel free to share

11/02/2025

Happy Sunday everyone!

I’m excited to share my very first YouTube video - all about what financial coaching really is and how it can help you feel more confident with your money.

This is the start of a new video series, so if you’d like to support Simplify Bookkeeping and stay in the loop, please take a moment to watch, like, and hit that Subscribe button!

Your support truly means the world to me. 💚

👉 https://youtu.be/FHpQLTGmAFk

Welcome to Simplify Bookkeeping – Financial Coaching Made ClearMoney shouldn’t feel confusing or stressful. This channel is all about making finances simple,...

11/01/2025

Happy Halloween!

10/30/2025

🎄 Let’s Bring Back the Christmas Club

Did you know that back in the 1970s, many people used something called a Christmas Club Savings Account? It was a simple idea: you’d make small weekly deposits throughout the year, and then in November, the bank would send you a check just in time for your Christmas shopping. No stress, no debt, no post-holiday credit card blues.

Unfortunately, that tradition has faded away. Instead, we’ve replaced it with something far less cheerful: credit card debt. What a terrible gift to give yourself and your family.

But who says we can’t bring the Christmas Club back?

You can easily recreate it today with an online savings account. Open an account with your bank or a platform like Tangerine, and label it “Christmas.” Set a savings goal and schedule automatic transfers from your paycheck.

When I started, I set aside just $50 per paycheck. By the time Christmas rolled around, I had $600 — enough for my tree, turkey, and gifts, all without a single credit card swipe.

It’s a simple, old-fashioned idea that still works beautifully today. Let’s bring it back and give ourselves the gift of a debt-free Christmas. 🎁✨

10/24/2025

According to a recent National Post article, CRA call centres are still giving wrong or misleading information up to 83% of the time, years after an audit first flagged the issue.

Read it here: https://lnkd.in/dKbAk6Un

This is a strong reminder that when it comes to your taxes and business finances, it is best to rely on your finance team, your bookkeeper and accountant, rather than the CRA call centre.

Here is why:
CRA agents are not always trained for the specific scenarios small business owners face.

If you act on incorrect advice, you could still be held responsible.
Your finance team understands your business and can verify the information properly.

💡 Tip: If you call CRA, always note the date, time, Agent ID, and name of the person you spoke with. Ask for the reference or source, such as a tax bulletin, guide, or CRA webpage, so you and your finance team can cross-reference the information. Then double-check it with your bookkeeper or accountant before taking any action.

Your best protection is solid documentation and a trusted finance team that helps you navigate the rules with confidence.

This link will take you to a page that’s not on LinkedIn

10/23/2025

According to a recent National Post article, CRA call centres are still giving wrong or misleading information up to 83% of the time, years after an audit first flagged the issue.

👉 Read it here: https://nationalpost.com/news/politics/cra-call-centres-still-plagued-by-problems-years-after-audit

This is a strong reminder that when it comes to your taxes and business finances, it is best to rely on your finance team, your bookkeeper and accountant, rather than the CRA call centre.

Here is why:

CRA agents are not always trained for the specific scenarios small business owners face.

If you act on incorrect advice, you could still be held responsible.

Your finance team understands your business and can verify the information properly.

💡 Tip: If you call CRA, always note the date, time, Agent ID, and name of the person you spoke with. Ask for the reference or source, such as a tax bulletin, guide, or CRA webpage, so you and your finance team can cross-reference the information. Then double-check it with your bookkeeper or accountant before taking any action.

Your best protection is solid documentation and a trusted finance team that helps you navigate the rules with confidence.

The Canada Revenue Agency’s call centres are still plagued with reliability and accuracy problems.

10/18/2025

🌿 Exciting News: Financial Coaching is Here! 🌿

Over the years, I’ve seen firsthand how stressful and overwhelming money can feel. I know what it’s like to juggle bills, make tough choices, and still feel stuck- because I’ve been there myself.

After completing financial coaching training through Momentum and Dave Ramsey, I’m thrilled to officially offer one-on-one financial coaching sessions.

My goal is to help you take control of your money, gain clarity, and make intentional choices that lead to real freedom and peace of mind.

Book a consultation before December 31st to receive introductory pricing. Together, we’ll create a plan that works for you and your life.

📅 Message me or visit https://calendly.com/simplify-1/30-min-consult?back=1&month=2023-03 to book your spot.

Let’s make 2026 the year you finally feel confident about your money!

10/18/2025

🌿 Exciting News: Financial Coaching is Here! 🌿

Over the years, I’ve seen firsthand how stressful and overwhelming money can feel. I know what it’s like to juggle bills, make tough choices, and still feel stuck—because I’ve been there myself.

After completing financial coaching training through Momentum and Dave Ramsey, I’m thrilled to officially offer one-on-one financial coaching sessions. My goal is to help you take control of your money, gain clarity, and make intentional choices that lead to real freedom and peace of mind.

💡 Book a consultation before December 31st to receive introductory pricing. Together, we’ll create a plan that works for you and your life.

📅 Message me or visit https://calendly.com/simplify-1/30-min-consult?back=1&month=2023-03to book your spot. Let’s make 2026 the year you finally feel confident about your money!