Assentt Coach

Learning pathPremium3 modules

Small-business bookkeeping

Set up clean books, run a monthly routine, and handle GST/HST, payroll and year-end like a pro.

  • 1 hr 23 min
  • 9 units
  • 3 knowledge checks
Preview the first unitUp to 190 XP+25 XP per check passed
Path trophy+100 XP on completion

Modules in this learning path

3 modules · 9 units

  1. 1Module 1Set up the booksSeparate accounts, chart of accounts and record keeping.27 min3 units30 XP
    1. Separate business and personal moneyFree preview8 min
    2. Chart of accounts and accrual basicsFree preview10 min
    3. Software and record keepingKnowledge checkPremium9 min
  2. 2Module 2The monthly routineSales, expenses, deductibility and reconciliation.27 min3 units30 XP
    1. Recording sales and invoicesPremium8 min
    2. Expenses and what's deductiblePremium10 min
    3. Reconcile every monthKnowledge checkPremium9 min
  3. 3Module 3GST/HST, payroll and year-endSales tax registration, source deductions and closing the year.29 min3 units30 XP
    1. GST/HST registration and filingPremium10 min
    2. Payroll basicsPremium10 min
    3. Year-end close checklistKnowledge checkPremium9 min

About this path

For Canadian sole proprietors and small corporations who want books their accountant — and CRA — will be happy with.

What you'll be able to do

  • Set up accounts, software and record keeping that meet CRA expectations
  • Run a monthly close with reconciliations
  • Understand GST/HST registration, payroll remittances and year-end

Educational content for Canadians, not personal tax, legal or investment advice. Rules, limits and rates change every year and differ by province — confirm the current figures with CRA or a CPA before acting.

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