Free workbook
Get your books year-end ready before February.
The Year-End & Audit Readiness Workbook is a 26-page guide for Ontario businesses. It tells you in 25 minutes whether your bookkeeping is ready for year-end, financing, or an audit.
Get the workbookFree. No credit card required.
Year-end readiness
Find the gaps that turn January into a scramble — before your accountant does.
Audit-ready structure
Check whether your books, records, and supporting files can stand on their own.
Financing clarity
See what a lender or buyer will look at first, and whether your numbers hold up.
What it does
A readiness profile in five areas.
The workbook walks through the foundation, the money trail, compliance, the balance sheet, and the audit-grade layer. You finish with one clear profile and a ranked list of what to fix first.
Download the workbookWho it is for
- An Ontario owner heading into year-end.
- A business arranging a loan or line of credit.
- A company facing a review, audit, or due diligence.
- A founder preparing the business for sale.
This workbook assesses whether your bookkeeping is ready. It is not tax advice and it is not an audit — it is the groundwork that makes your accountant's job faster and your year-end calmer.
Certified on
CPB Canada · Certified Professional Bookkeeper