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ALL YOU NEED

Free Resources for BC Business Owners

Practical checklists, rate cards, and trackers — all CRA-compliant and built for British Columbia. Download, use, and keep.

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Free · No obligation · 30 minutes

Payroll & HR

ESSENTIAL EMPLOYER REFERENCES

CPP & EI Rates Reference Card

2025 contribution rates, maximums, CPP2 thresholds, and remittance due dates by employer type.

Free Download

BC Overtime & Vacation Quick Reference

Daily and weekly OT rates, 2026 & 2027 stat holidays, vacation accrual rules — ESA compliant.

Free Download

CRA Key Dates & Deadlines

Annual compliance calendar with penalties — payroll remittances, T4s, GST/HST, WCB, and T2 deadlines.

Free Download

New Employee Hire Checklist

Before day one through benefits setup — TD1s, WCB, ESA entitlements, and HR policy requirements.

Free Download

Employee Offboarding Checklist

Final pay, ROE timing, access revocation, benefits cancellation, and T4 — BC ESA compliant.

Free Download

Contractor vs. Employee Checklist

CRA's 14-factor determination guide — misclassification consequences and CPT1 ruling guidance.

Free Download

Employer Benefits Tax Guide

Taxable benefits explained — car allowances, group insurance, personal use of company vehicle, and other T4 add-ins.

Free Download

Tax & Compliance

FILING GUIDES & REGISTRATION

GST/HST Filing Checklist

Quarterly and annual preparation — ITC documentation, Quick Method eligibility, and line-by-line filing guide.

Free Download

WorkSafeBC Registration Guide

Who must register, step-by-step process, premium rates, Personal Optional Protection, and clearance letters.

Free Download

BC PST Registration & Filing Checklist

Provincial Sales Tax registration, collection, filing frequencies, and the October 2026 professional services expansion.

Free Download

Expense Tracking

CRA-COMPLIANT TRACKERS - EXCEL WITH AUTO-CALCULATIONS

Vehicle Mileage Log

50-row CRA-compliant log. Total KM and business use % calculate automatically. 3-tab workbook.

Free Download

Home Office Expense Tracker

T2200/T777 worksheet. Enter your office %, deductible amounts calculate automatically. 3-tab workbook.

Free Download
FREE DOWNLOAD

Operational Checklists

These five documents are our most in-demand operational tools — month-end and year-end closes, new business setup, payroll year-end, and getting exit-ready for a future sale.

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Standard monthly bookkeeping close procedure — banking, AR, AP, payroll, GST/HST, and financial review.

Calendar year payroll obligations — December prep, T4/T4A filing, and WorkSafeBC reconciliation.

BC registration, CRA program accounts, WorkSafeBC, banking, insurance, and employer setup — all 7 steps.

Everything your bookkeeper or accountant needs — reconciliations, CCA, adjusting entries, and audit-ready file prep.

12 things buyers scrutinize before you list your business — financial records, structure, systems, team, customers, and valuation readiness.

Need help setting yourself up for success?

Whether you're setting up a new hire, closing out the year, or getting your books exit-ready, our consultants are happy to walk through your specific situation.

Book a Free Consultation
Free · No obligation · 30 minutes