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For Service Based Businesses in Canada

Path2Profits

Coming Fall 2022

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Get your FREE Guide

How to
SAVE TAXES

Check your email!

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Hi, 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 independence, so you can have the freedom and flexibility to do what matters most to you.

Building a business isn't easy.
We are here to help you understand and 
take control of your money.

When it comes to managing business finances...

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, but can't afford to spend thousands of dollars on professional advice for all the questions you have. 


 

You know there has to
be a better way to...

 

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

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


Save on overpriced professional fees (a CPA can cost you $200/hour)

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

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


Be educated from a CPA and Tax Expert

What is the Path2Profits Program?

Education at your Own Pace

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 

Weekly Group Q&A Sessions

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.

Bring your questions to "office hours" with Gabrielle, and connect with other like-minded entrepreneurs.

 

Be part of an exclusive community and have access to a Group where you can share business insights.

6 WEEK PROGRAM to
Master Money Fundamentals

Business Foundations

What business structures are available and what works best for your business 

 

How to know when to incorporate your business to save $$$

 

How to implement good practices & monthly habits to ensure you are on track

Accounting

Bookkeeping to make sure you have all the information to make critical business decisions

How to analyze your income, expenses, and your profit margins

How to read and understand financial statements 

Tax

How to keep on top of compliance requirements such as GST/HST, tax returns, and tax slips.

How to minimize your tax liability by taking advantage of various tax deductions available to you

Basic tax planning concepts, such as paying yourself a salary vs. dividend

Sign up for the Waitlist!

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