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Quarterly Checklist

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C$14.00

a one-page checklist for what to review each quarter (expenses, tax estimates, etc).

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financial@tduffybookkeeping.com

T. Duffy Bookkeeping offers virtual bookkeeping and tax support for small businesses across Canada. Based in Southern Alberta, we help entrepreneurs stay organized, confident, and financially clear.

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Okay entrepreneurs, let’s normalize the real-life ways we pay for things 🙃

Have you done this? Here’s how to clean it up in QBO 👇🏻

Sometimes we grab whatever card is closest — personal or business — and that’s totally fine. It’s not wrong, it’s not messy… it just needs to be recorded properly. Even bookkeepers do it!

Here’s the QBO Hack:
✔️ Set up a bank account called ‘Paid for by Owner’
✔️ Enter the transaction as an expense and select ‘Paid for by Owner’ as the payment account
✔️ Categorize the purchase exactly as you normally would
✔️ QBO will track that you covered it personally, and your books stay accurate and clean.

No guilt, no stress — just proper bookkeeping for real entrepreneurs who live in the real world 🤍

Let’s be honest — knowing your actual profits as a business owner is really f***ing hard. Between expenses, taxes, and everything in between, it’s easy to feel lost.

That’s where bookkeeping becomes your support system — breaking down what the numbers actually mean, how they connect, and how you can change them to work for you, not against you.

The harsh reality… tax season is not a surprise party unfortunately it happens every year.

This year will be different it’s time to be prepared and face tax season with strategy. ✨

Organize your bookkeeping with me!

Simplifying your bookkeeping is sometimes the easiest way to stay organized. It doesn’t have to be that complicated it just needs to be something you stick to.

You’re not everyone’s cup of tea—and that’s okay. Some people will connect with you over a quick coffee, others over shared meals and laughter, and a few will be there for those late-night conversations that last for hours. You don’t need to be for everyone—you just need to be authentic to yourself. What matters at the end of the day is this: is the person staring back at you in the mirror your cup of tea? And if they aren’t do you prefer coffee now?

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New Template Dropping Soon

Let's Connect

@tduffybookkeepingservices_

Links

HOME

SERVICES

RESOURCES

PODCAST COMING

SHOP

CONTACT

Quarterly Checklist

Let's Connect

financial@tduffybookkeeping.com

Links

HOME

SERVICES

RESOURCES

PODCAST COMING

CONTACT

@tduffybookkeepingservices_

New Template Dropping Soon

Let's Connect

Links

​

Quarterly Checklist

Let's Connect

Links

​