Free for Canadian Founders
The Canadian Founder's Playbook
Six moves the sharpest Canadian operators are making with money, systems, and leverage. Each one includes the Canadian catch a US playbook would miss, and one thing to do Monday.
Free. Specific to Canada. Written for founders who do not have a finance department yet.
Get the Free Playbook
Six moves, the Canadian catch on each, and a six-question self-check.
What You Get
The friction that costs Canadian founders money, and how to remove it
Document R&D as it happens
Why contemporaneous records drive SR&ED claim size, and the ten-minute weekly habit that protects it.
One compliance calendar that holds
Source deductions, GST and QST, T4 and T4A, T2. In Quebec that is two separate remittances to two separate bodies.
Contractor rules that just changed
The CRA classification test, the T4A enforcement holiday ending, and workers' comp that does not follow the worker.
Runway you can actually schedule
Treat an SR&ED refund as a planned inflow, and know the 18-month deadline that kills it.
Recurring revenue booked correctly
Why an annual retainer paid in January is not January revenue, and what that does to your books.
How It Works
Read it once. Act on it Monday.
Read the six moves
Each one gives you the trend, what strong operators do, the Canadian catch, and one action.
Run the six-question check
A short self-score that tells you which of the standard landmines are still live in your business.
Close the gaps it surfaces
Most of them take an hour. The ones that do not are worth a conversation.
This is general information, not accounting, tax, or legal advice. Figures and rules change. Confirm anything specific to your business with a CPA before acting on it.
Why Banis CPA Created It
Most finance advice is written for a generic company in a generic country, then forwarded to Canadian founders anyway. We built this around the friction that is actually Canadian: SR&ED timing, GST and QST as two separate remittances, contractor rules that just changed, and a compliance calendar with no forgiveness built in.
Ready when you are
Get the six moves and the self-check, then start with the one gap that would cost you the most.
Get the Free Playbook