Using Planswell for Financial Planning | True North Accounting | Calgary Small Business Accountants

If you're looking for a free app to help you with your financial planning, Planswell is a great option to try. Matt Peterson of True North Accounting takes you through an example.


This is an excerpt of Financial Planning Tips & Tools for Business Owners, a live webinar by True North Accounting on Thursday, May 20, 2020 4:00 PM. Watch it here:
   • Financial Planning Tips & Tools for B...  


HELPFUL LINKS

8 steps to financial planning for small business owners:
https://go.truenorthaccounting.com/bl...

Planswell is a great free tool to help you with your financial plan.
https://planswell.com/

Wealthsimple can help you create an investor profile and recommend investments to match your risk profile and retirement goals.
https://www.wealthsimple.com/en-ca

Helm connects with Xero and helps forecast your future cash balance.
https://www.takethehelm.app/

Xero offers accounting software that simplifies everyday business tasks like invoicing, collections and bookkeeping.
https://www.xero.com/ca/

Youneedabudget (YNAB) helps you gain control of your budget and teaches you how to manage your money to get ahead.
https://www.youneedabudget.com/


ABOUT US

As small business accountants in Alberta, we’re here to make bookkeeping and taxes feel effortless, all year long. Learn more about our services and clear, all-in pricing: https://www.truenorthaccounting.com

TECHNOLOGY

We use the latest technology to make the process as efficient as possible for you, with electronic checklists, reminder notifications, e-signatures and access to the Xero marketplace of apps. This keeps your costs down and improves accuracy.

TRAINING

Through onboarding sessions, our accountants get to know your business to work in a smarter, streamlined way. You have unlimited access to them, so feel free to ask as many questions as you want.

CRA SUPPORT

We become your representative with the CRA, so that when they have questions, they call us directly. You don’t have to worry about it. You never have to answer their questions or try to interpret their letters full of tax jargon.

Website: https://www.truenorthaccounting.com/

TWO LOCATIONS

Calgary - Bridgeland 210 7 St. NE, Calgary, AB, T2E 4C2
Okotoks - 84 Elizabeth St. Box 869 Okotoks, AB, T1S 1A9

HOURS OF OPERATION

Monday to Thursday: 8:30 AM - 4:30 PM
Friday: Appointment only
Saturday to Sunday: Closed

Phone: (403) 938-4064