Goal Setting Set SMART goals that are specific, measurable, action-oriented, realistic, time-framed. Financial Fitness Self-Assessment Determine how well you are currently managing your finances. Values Validator Determine the things in life that are most important to you. Monthly Budget for Teens Help teenagers living at home create a monthly budget. Role Model Self-Assessment Determine what kind of financial role model you are. Document Organizer Organize your documents in preparation for filing your taxes. Cash Flow Organizer Get a clear picture of your cash flow — what is coming in and what is going out Net Worth Worksheet Get a snapshot of what you own (your assets) and what you owe (your liabilities) Post-Secondary Student Budget This worksheet will help students accurately estimate the total budget they need For questions, please email us.
AICPA & CIMA forensic and valuation services conference 2023 November 6, 2023 Join us this November for timely updates, cutting-edge information on new technology, and quality networking with other forensic accounting and valuation professionals.
AICPA & CIMA women's global leadership summit 2023 November 13, 2023 Come and join hundreds of accounting and finance professionals who are committed to creating an inclusive and equal profession, just like you.
2023 Fall Economic Statement November 22, 2023 On November 21, the Deputy Prime Minister and Minister of Finance released the federal government’s 2023 Fall Economic Statement (FES), which contained some new tax announcements along with an update on previously announced tax measures.