Generally speaking, when your business is generating a higher net income than you need to maintain your lifestyle.  In other words, when you've reached the stage in your business journey where you no longer need every penny earned in order to pay your personal bills.

Yes!  The template will give you instant financial data to support your decision, based on your inputs about your business income sources.  You will see the true cost (or benefit) of making the decision to incorporate vs. staying registered as a sole proprietor.  Also, the 1 hour lesson will give you valuable insight about non-financial considerations to support you in your decision making. 

This template is designed to be used by Canadian sole proprietors (this  includes subcontractors, side hustlers, freelancers, etc.).  It is designed for businesses that are not currently incorporated, but are considering becoming incorporated and seeking more education on whether or not that is the right decision.

This lesson and tool supports businesses operating in all provinces and territories in Canada.

Once you purchase you will get access to a 1 hour video which includes important considerations about whether or not to incorporate, as well as a tutorial on how to use your template. 

We guide you through the different types of income that can be drawn from a corporation, and the tax considerations of each type.  

A clear explanation of how to read and interpret the results section is provided to show you the true monetary impact of this big business decision.

The template works in Google Sheets only.  It is not supported through Microsoft Excel. 

This is because we use some wonderful features that Google Sheets provides such as tick boxes to make the template easy to use.

No, because this is a digital download product we do not offer refunds.  If you need support or are unsatisfied please reach out to [email protected].

If you have questions you can send us an email at [email protected].  We'll be happy to answer!