Resources & free tools

Free tools and guides for Ottawa businesses

Practical, Ottawa-specific resources to help you stay compliant and keep more of what you earn. Download a guide or take our 2-minute business readiness quiz — all free.

Free interactive tool

Business Financial Health Quiz

Answer 5 quick questions and get an instant snapshot of your financial health — plus tailored recommendations and the right SmarTally offer for your situation.

Takes under 2 minutes · no email required to see your score
5quick questions
2 minto complete
Instantresults
Freealways
Free downloads

Guides, checklists & calculators

Pick the resource that fits your business. Enter your details and it’s yours.

PDF checklist

Medical-Practice Tax Deduction Checklist

Every deduction Ottawa clinics and physicians should be claiming — in one clear checklist.

PDF guide

Consultant’s GST/HST Quick-Guide

Register, charge, and remit GST/HST correctly as an Ottawa consultant — without the jargon.

PDF calendar

Ottawa Small-Business Tax Deadline Calendar

Never miss a filing again. Key 2026 CRA and HST deadlines for Ottawa businesses, month by month.

Excel template

Restaurant Profit-Margin Calculator

Plug in your numbers to see food-cost %, labour ratio, and true margins for your restaurant.

Downloads are free. We ask for your email so we can send your file and the occasional Ottawa tax tip — no spam, unsubscribe anytime.

Accounting on another level

Want tailored advice instead of a template?

A free 15-minute consultation gets you specific answers for your business — not just a generic guide. Let’s talk.

15-min free consultation · Ottawa-based · Remote-friendly