Image by Marita Kavelashvili

Lost When It Comes to
Your Business Finances?

Get Clarity and Become Confident About Your Numbers

INTRODUCING

Path2Profits
 

A 3 Step Blueprint on How to
Navigate your Business Finances
So You Can Pocket More of Your Profits

TELL ME, IS THIS YOU?

You're over your head on how to make healthy financial decisions that can make or break your business.

You're stressed about the profitability of your business and whether you are able to support you and your family.

You're overwhelmed with all the compliance requirements and scared you will get audited by the CRA.

You're frustrated with scattered information online that just makes everything even more confusing.

You are using a broken system that doesn't provide any financial insight into your business

 

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What If You Could...

Build a business that supports your lifestyle and live the life you've always dreamed of

Identify financial problems even before they become problems, and have the tools and knowledge to solve them

Save countless months and years of wasted time inefficiently trying to figure out things on your own, which will be costlier to fix

Avoid interest and penalties by being on top of your compliance requirements

Be educated by a CPA and Tax Expert

Yes, It Really Is Possible!

The right financial move can make all the difference.
In Path2Profits, you'll learn how to finally take control of your business' financial future

DID YOU KNOW...

82% of Small Business Fail
Due to Cash Flow Issues

The the hard truth is, you already have or will face
money issues at one point or another as you run your business. It's a matter of when, not if. 

Take Control of Your
Financial Future.

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Who is Path2Profits For

You Are Planning to Start a Business but Don't Know What Structures Are Best Suited for You.
To-Be
Entreprenurs
You have a Shoe Box of Receipts and Clueless about What to Do With Them
Bookkeeping Troubles
You Know You Can Save a Good Chunk of Change on Taxes But Unsure What Expenses are Deductible. 
Tax Payers
to Savers

What's Inside the Program

Virtual Learning

Finances doesn't have to be boring. Have fun watching "Edutaining" videos, designed to maximize your learning.

 

Including checklists, step-by-step guides, templates, and bargain discounts to handy softwares and tools.

1-on-1 Consulting

One 1-on-1 consulting session with Gabrielle to dive deep into any specific business concern you may have.

 

Get additional support by having priority access to add-on services such as tax return prep and tax consulting.

Q&A Sessions

Bring your questions to quarterly "office hours" with Gabrielle for a year with other like-minded entrepreneurs.

Connect and be part of an exclusive community where business insights are shared.

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Determine the Best
Business Structure For You

To start your business on the right foot, it will be optimal to decide which Structure is right for your business. The first step will cover the following:
 
  • What business structures are available to Canadian entrepreneurs

  • Reasons Why You Might Pick Each Business Structure

  • Why you might want to incorporate

  • When to incorporate

  • How to incorporate

Self-paced |  Suggested Time: 1 week, 4 hours

STEP 1

You will also have access to a tailored questionnaire in preparation for a 1-on-1 session with me to decide which business structure makes sense for you and, the fun part, quantifying whether it makes financially sense to incorporate.
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Understand and Manage Your Numbers So You Can Prioritize Profits

Understanding your Financial Position to Fuel Growth & Keeping your Books in Order
  • How to prioritize profit

  • How to understand and interpret financial sheets to interpret your business' performance

  • How to keep on top of your bookkeeping (using excel and/or Quickbooks) to audit proof your business & maximize tax deductions.

  • One 1-on-1 consulting session with me

STEP 2

You will also have access to a tailored questionnaire in preparation for a 1-on-1 session with me to decide which business structure makes sense for you and, the fun part, quantifying whether it makes financially sense to incorporate.

Self-paced |  Suggested Time: 3 weeks, 2~3 hours/week

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Understand How the Tax System Works and How to Take Advantage of Tax Write Offs to Minimize Your Tax Bill

Understanding your Tax Compliance requirements, Minimizing your Taxes to Pocket more of your Profits, Tax Planning Strategies
  • Understanding how the tax system works so you take advantage of it

  • How to keep on top of your tax compliance requirements as a business owner (ie. T1, T2125, T2, GST/HST, and tax slips)

  • How to calculate the tax impact of any income or expense you incur

  • Taking advantage of various tax deductions available to you

  • Basic tax planning concepts (ie. paying yourself salary vs. dividend)

  • One 1-on-1 consulting session with me

STEP 3

You will also have access to a tailored questionnaire in preparation for a 1-on-1 session with me to decide which business structure makes sense for you and, the fun part, quantifying whether it makes financially sense to incorporate.

Self-paced |  Suggested Time: 3 weeks, 2~3 hours/week

Path2Profits is the First of Its Kind to...

Disrupt the Traditional
Accounting Industry

Paying a CPA $150 to $450 per hour to ask a few questions? Path2Profits is designed to solve the common issues faced by Business Owners through a virtual learning experience.

Specifically Help
Canadian Entrepreneurs

There are so many resources when it comes to US tax, but Canadians are limited in their options. Learn and get 1-on-1 Consulting from a Canadian CPA and Tax Expert.

Get You 
Quantifiable Results

Walk away with the tools that will save you money, time, and stress. Grasping key money principles will pay you DIVIDENDS during the life-time of your business​. 

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Nathan, 500K Youtuber

Share the amazing things customers are saying about your business. Double click, or click Edit Text to make it yours.

Daniel, $1M Airbnb Business

Share the amazing things customers are saying about your business. Double click, or click Edit Text to make it yours.

Travis, Sold Out NFT Launch

Share the amazing things customers are saying about your business. Double click, or click Edit Text to make it yours.

NICE TO E-MEET YOU

I'm Gabrielle. I'm a CPA,
Tax Expert, and Founder of Balance and Wealth CPA

Prior to starting my own business, I was a Tax Manager at a Big 4 Accounting Firm, working with Global 500 companies.

After working 7+ years, I gathered the courage to quit my 9-5 to start my own Tax Practice so I could make an impact in my own way.

 

After consulting several businesses in Canada through my Tax Firm, and understanding the common issues and struggles they faced, I decided to create a virtual program to make it easier for entrepreneurs to get educated. 

My mission is to guide business owners in Canada become financially literate. I want to give you the tools to achieve financial confidence, so you can have the freedom and flexibility to do what matters most to you.

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FINALLY TAKE CONTROL OF YOUR
BUSINESS' FINANCIAL FUTURE

Path2Profits

Step 1

Start Now

Step 2

Coming Soon

Step 3

Coming Soon

*Limited Spots, based on 1-on-1 Consulting Sessions available*
 

Is Path2Profits Right for you?

Service Based Business in Canada

Serious about results and want to learn the business finance fundamentals so you can apply to your business for years to come.

Understand the important of managing your money and your

You are looking for guidance through an online virtual program with additional support such as a 1-on-1 consulting session

This IS for you if you...

This is NOT for you if you...

Are a product based business 

Are NOT based in Canada

Don't work well within a self-paced environment and unwilling to follow the curriculum

Have proficient knowledge of accounting and tax (you won't need Path2Profits since you already have the knowledge we provide!)