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free guide
12 biggest tax write-offs for
small businesses
A straight-up guide to keeping more of your money
at tax time!
What’s inside:
An simple breakdown of 12 key write-offs every small business owner should know
Clear, direct categories like home office, mileage, meals, and startup costs
A quick reference for what to track and claim come tax time
Ideal for new business owners or anyone wanting to double-check they’re not leaving money on the table
A fast, practical resource you can glance at anytime—without needing an accounting degree
PRICE: $0
free workbook
master your goals
a step-by-step workbook for success
Transform your vision into reality through focused action and proven strategies
What’s inside:
A simple, guided process to define what you actually want and make a plan to go get it
Exercises to help you set SMART goals, track your progress, and build lasting momentum
Tools for breaking big dreams into small, doable steps (because motivation isn’t a strategy)
Space to create a vision that’s aligned with your values—not someone else’s idea of success
Accountability strategies to stay consistent even when you’re tired, overwhelmed, or distracted
PRICE: $0
free guide
Unlock the Secrets of Flawless Financials: A Habit Guide
5 Essential Bookkeeping Habits Every Entrepreneur Needs to Master (Plus the Top 3 Mistakes That Could Be Costing You Money)
What you'll discover:
The 5 non-negotiable bookkeeping habits that separate successful entrepreneurs from those who struggle with their finances
How to choose and leverage the right digital tools (including our top software recommendations with exclusive discount codes)
The #1 mistake that's costing you money - and how to fix it immediately to protect your business and personal finances
A step-by-step guide to understanding your financial statements so you can actually use them to grow your business
15 common bookkeeping errors to avoid - catch these before they become expensive problems
PRICE: $0
free checklist
the ultimate business launch checklist
Everything You Need to Start Your Business Right
From Business Plan to First Sale
(No Steps Missed!)
What you'll check off:
Business foundation essentials - business plan, startup budget, legal structure, and registration requirements that protect you from day one
Financial setup that works - open the right accounts, set up bookkeeping systems, and create financial tracking that keeps you profitable from the start
Legal and compliance must-haves - permits, licenses, tax registrations, and industry-specific requirements so you're 100% legit
Management systems that scale - organizational tools, project management, and KPI tracking that grow with your business
Branding and marketing launch - website essentials, social media setup, and marketing materials that attract your ideal customers immediately
PRICE: $0
free guide
nutrition to support menopause
Essential Nutrients and Tips for
Balanced Eating During Menopause.
Eat Better. Feel Better. Thrive Through Menopause.
What’s inside:
Key nutrients your body actually needs during menopause to support bones, hormones, heart, and mood.
Meal strategies that balance hormones and help with symptoms like fatigue, brain fog, and hot flashes.
What to eat and what to avoid to reduce bloating, mood swings, weight gain, and inflammation.
Easy, practical tips to make better food choices even when you're tired, busy, or just not that hungry.
Hydration hacks that support energy, skin, digestion, and sleep during midlife.
PRICE: $0
free guide
QBO online beginner's guide
Master QuickBooks Online in 10 Essential Steps
From Setup to Financial Reports
(Plus Bonus Checklists & Keyboard Shortcuts)
What you'll master:
Complete QuickBooks Online setup - from company information and chart of accounts to connecting your bank accounts and integrating essential apps
Essential daily operations - create professional invoices, record payments, manage bills, and categorize transactions with confidence
Monthly financial management - reconcile accounts like a pro and generate the reports that show you exactly how your business is performing
Time-saving shortcuts and automation - keyboard shortcuts, banking rules, and organizational systems that cut your bookkeeping time in half
Bonus resources included - daily/weekly/monthly checklists, chart of accounts templates for different business types, and troubleshooting guides for common issues
PRICE: $0
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free guide
5 big profit draining mistages small businesses make
Avoid these common traps that quietly kill your income
What’s inside:
A clear breakdown of the top five mistakes keeping small business owners broke
Why cash flow issues (not sales) are the #1 reason businesses go under
The costly truth about cheap accountants (and what to look for instead)
How skipping marketing and trying to do everything yourself eats your time and profit
Actionable insights you can implement today to protect your bottom line and grow smarter
PRICE: $0
free workbook
Cultivating a Growth Mindset: unlock your potential
Shift your thinking, build resilience, and unlock your potential
What’s inside:
A practical workbook to help you rewire limiting beliefs and develop a mindset that supports personal and professional growth
Clear guidance on recognizing fixed-mindset patterns and how to shift toward possibility-focused thinking
Tools for reframing challenges, embracing failure, and using curiosity as a strategy for lifelong learning
Step-by-step exercises for replacing old habits, building new ones, and creating real, sustainable change
A mindset maintenance plan so you don’t just start strong, you stay consistent, even when life gets messy
PRICE: $0
free guide
2024 tax season survival guide (for canadian clients)
Everything You Need to Conquer Tax Season Like a Pro - From Organization to Filing
Your complete survival toolkit includes:
Step-by-step organization system - exactly what documents to gather and how to organize them efficiently
Complete deadline calendar - never miss another important date with our comprehensive timeline
Business forms guide - understand which forms you need and how to fill them out correctly
Bookkeeping and preparation checklists - ensure your records are accurate and complete before filing
Planning templates and resources - stay organized throughout the process with printable planners
PRICE: $0
free calendar
2024 Tax deadline calendar
(for canadian clients)
Never Miss Another Important Date - Your Complete Tax Calendar for Business Owners
What dates you'll never miss again:
Personal tax deadlines - individual filing, self-employed extensions, and payment due dates clearly marked
Business tax obligations - corporate filing deadlines, estimated payment schedules, and industry-specific requirements
GST/HST filing dates - monthly, quarterly, and annual filer deadlines so you're always compliant
Information return deadlines - T4, T5, and other slip filing dates to avoid penalties
RRSP contribution cutoffs - maximize your retirement savings with proper timing
PRICE: $0
free guide
8 ways to create more financial strength for your business
A simple list for building a stronger business foundation
What’s inside:
A quick list of 8 practical strategies to strengthen your finances
Straightforward tips you can actually act on—no jargon, no filler
Smart reminders about cash flow, expenses, invoicing, and collections
What most business owners overlook when chasing sales
A clear starting point if you’re ready to clean up your money mess and grow with confidence
PRICE: $0
free guide
Menopause Insight's Manual
Get the guide every midlife woman wishes her doctor, mom, or bestie had handed her.
🤯 Get ready to finally understand WTF is happening with your body (and your brain) without needing a medical degree or a support group made entirely of memes.
✨ Get ready to stop second-guessing yourself and start saying, “Ohhhh, that’s why I feel like a hot, forgetful, ragey, teary mess.”
✨ Get ready to feel seen, supported, and way less alone in this wild midlife ride. Because you’re not broken. You’re in menopause. And now? You’ve got the manual.
👇 Grab your free copy now because struggling in silence is so last season.
PRICE: $0
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free workbook
Is your bank account bleeding from hidden subscriptions?
Download the free Subscription Audit Workbook and discover exactly where your money is going, so you can cancel the unnecessary crap and keep the cash.
Find all your forgotten subscriptions - Stop paying for services you don't use
Simple tracking sheet included - Keep tabs on every monthly charge
Easy cancellation checklist - Step-by-step guide to cancel unwanted services
Quick 15-minute audit process - Identify savings in just one coffee break
Save $20-50+ per month - Most people find at least 3-5 unused subscriptions
PRICE: $0
free checklist
The ultimate business launch checklist for canadian coaches
Launching your coaching business in Canada?
Don’t spin your wheels trying to figure out what to do (or worse, what order to do it in).
This Checklist gives you every step you need to officially launch your coaching biz, without the overwhelm.
This checklist covers:
How to define your niche and create coaching packages that sell
What to set up legally and financially to stay on the CRA’s good side
The online setup you need to get started
Tools to onboard and impress clients from day one
Your pre-launch, launch week, and post-launch action steps
A quick-start week-by-week guide so you can pace yourself
Canadian-specific tips that’ll save you time, money, and stress
PRICE: $0
By providing my email, I agree to receive communications from Profit & Lattes, including updates, resources, and promotional content. I understand I can unsubscribe at any time.
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