Template
The Quote and Proposal Pack
Six documents to send, written out in full, plus the exclusion lines that stop the arguments and terms in three lengths.
CA$12.99
Shop
Every product
Filter by what you need, or search by the problem you are trying to solve.
Narrow by format
16 products
16 products
Workbook
Pricing a Service
The floor below which work costs you money, what moves a price above it, and the arithmetic of a rise that shows you can lose two clients in ten and still be ahead.
CA$9.99
Workbook
The First Ten Customers
A list of ninety real people, a definition narrow enough that a friend can refer somebody, one offer with a price on it, six messages, and twelve weeks of a weekly habit.
CA$12.99
Template
Getting Paid
The terms that stop it happening, the invoice that can actually be paid, and six messages to send in order when it happens anyway.
CA$9.99
Guide Canada Edition
The Canadian Workplace Decoded
What people at work actually mean, how feedback really lands here, and the twenty six phrases that do not mean what they say.
CA$9.99
Course Canada Edition
Self-Employed in Canada
Your first year of books, taxes and getting paid. Four modules on the GST/HST threshold, the dates that cost money, what you can deduct and which rate to charge, with every figure read at the CRA page it came from and dated.
CA$99.00
Course Canada Edition
Start a Business in Canada
Six modules on the decisions the government cannot make for you: what you are building, what to call it, what to charge, how to get paid, books that survive a year, and where the money comes from.
CA$149.00
Free Resource
The Quote That Wins the Job
Seven things a quote has to say, three that lose it, and the terms paragraph that stops you chasing payment later.
Free
Spreadsheet Canada Edition
Canadian Registered Accounts Tracker 2026
TFSA, RRSP and FHSA room in one file, twelve tabs, with the over contribution tax worked out the way the CRA charges it and every figure carrying its canada.ca source.
CA$39.99
Spreadsheet
Annual Budget Command Center
Twenty four tabs holding a whole year: one transaction log, twelve months, a bill calendar, sinking funds, debt and net worth, all named by you once in Setup.
CA$29.99
Workbook
90-Day Money Reset
Eleven tabs and a ninety day plan. Four of the tabs need no daily logging, so one sitting gives you your net worth, what is actually left over, a cancel list and a payoff schedule.
CA$24.99
Free Resource Canada Edition
TFSA Contribution Room Calculator
Your actual contribution room, worked out year by year from the CRA limits, with the full table shown.
Free
Free Resource Canada Edition
First 30 Days in Canada Checklist
Every first-month task in the order that works, with what each one needs before you can start it.
Free
Free Resource
One-Page Money Snapshot
One sheet. Twelve figures. One number at the bottom: what is actually left each month.
Free
Bundle
Google Sheets Starter Pack
All three money tools together: the year budgeted, ninety days of spending reset, and your TFSA, RRSP and FHSA room tracked.
CA$69.99
System Canada Edition
Newcomer to Canada Kit
Your whole first year in Canada worked out from two dates: the accounts, the first tax return, licensing, housing, and what each month is for.
CA$19.99