So If You’re Waiting to Be Convinced That This Problem Is Serious Enough That It Needs to Be Solved Now, This Isn’t for You.
A step by step guide for getting 12+ months of messy books caught up, tax-ready and CRA-proof in just 7 days.
I’m not going to spend this page trying to convince you to buy something that solves a problem you already know you have.
If your books are behind, they need to be caught up.
You know that.
So instead of trying to convince you, I’ll explain why the Catch-Up Bookkeeping Playbook works.
Most people make catching up way more complicated than it needs to be.
They jump between bank statements, receipts, categories, GST/HST, missing transactions and tax questions all at once.
That’s why it feels impossible.
The Playbook breaks the entire catch-up process down into 4 simple steps, in the exact order you need to do them.
So instead of staring at years of messy books wondering where the hell to start, you know exactly what to do first, what comes next and what “done” actually looks like.
The problem usually isn’t the number of transactions.
It’s the number of decisions you’re trying to make.
What category does this go in?
Is this business or personal?
Do I need this receipt?
What about GST/HST?
Where does this transaction go?
Make those decisions one transaction at a time across hundreds or thousands of transactions and of course you’re overwhelmed.
The Playbook shows you how to batch the work so you reduce the number of decisions you make by as much as 90% and move through your backlog faster.
You stop trying to catch up one painful transaction at a time.
Another reason catching up is so hard is that your books probably weren’t set up properly to begin with.
So now you’re trying to catch up years of transactions inside a broken setup.
That sets you up for failure before you even start.
If your categories are messy, every transaction takes longer because you have to stop and figure out where everything goes.
The Playbook shows you exactly how to set your books up properly first so you’re not trying to clean up years of bookkeeping inside a system that was already working against you.
You’ll know what categories you actually need, how to organize them and how to set your books up so your business isn’t one giant walking CRA red flag.
Because catching up is hard enough.
You shouldn’t also be fighting a bad setup at the same time.
GST/HST mistakes cost business owners thousands of dollars every year.
People miss GST/HST they could have claimed.
They fail to properly track what they collected.
They fall behind on returns because they don’t even know what numbers they need.
And when you’re already years behind, trying to figure all of that out at the end makes the entire catch-up process even worse.
The Playbook shows you how to deal with GST/HST as part of the process from the beginning so you’re not scrambling to fix it later.
This isn’t a system I made up just so I could sell a $37 digital product.
I use it every day to catch up my actual clients.
It’s how I take years of messy bookkeeping and turn it into something organized, usable and ready to file.
Liz used it to get caught up.
Other business owners have used it to get caught up.
And I continue to use the same process with my clients every single day.
It works.
The only question is whether you’re actually going to use it.
The system I share in the Playbook isn’t something I threw together just to ride the digital products trend.
It’s something I built out of necessity.
I’m a full-time stay-at-home mom to a toddler building a bookkeeping business, and with the traditional way of doing bookkeeping I was drowning.
It took me forever to get my clients’ books caught up, and it took so much out of me that I barely had anything left to give my daughter or my husband.
Something had to change. So I found a better way.
Now catch-ups that used to take me weeks take me less than 7 days.
I’ve also saved business owners hundreds of thousands in CRA tax bills and penalties.
And now I’m sharing it with you.
Three things that exist because I watched people get stuck on them.
Most catch-ups stall halfway through because something’s missing. A statement you can’t find. A login you don’t have. This is what you work through before you start, so you don’t stop once you’ve started.
The setup problem, already solved. The categories you actually need, ready to use, so you’re not inventing your books as you go and creating a mess someone has to fix later.
GST/HST is where the expensive mistakes happen. One page covering what you collected, what you can claim and what to do with each — so you use it while you work, not after you’ve filed wrong.
For something designed to help you fix a problem that could be costing you thousands in CRA penalties, missed deductions, GST/HST mistakes and tax problems.
So if a $37 investment into something that will help you get caught up and stay out of CRA trouble is something you really need to think that hard about…
this isn’t for you.
I’m not here to chase you.
I’m not here to convince you that being behind on your books is a problem.
And I’m definitely not here to convince you that ignoring the CRA will somehow make things better.
You already know what needs to be done.
One payment. Yours to keep. No subscription.
It assumes you’re starting from zero. Plain English, step by step, no accounting theory.
That’s what it was built for. The further behind you are, the more the structure matters.
No. Digital download, delivered the moment you buy. Print it if you’d rather work off paper.
If you have business income and business expenses, yes — incorporated, sole proprietor, freelance or side hustle. Non-profits have extra reporting the Playbook doesn’t cover.
It’s an education purchase for your business, which is generally deductible. Check with your accountant for your situation.
Either Get Caught Up or Keep Being Behind.
If you’re ready to deal with it, get the Playbook.