Resources

Templates that will help manage your small business

Our small business experts have created these templates to help you track financial information and organize your day-to-day business expenses. Check out the list of templates below!

Please be advised that upon downloading these files, your name and email address are required for secure download from RLB Sharefile.

Remember to provide all necessary information slips to your accountant

Double-check that you have everything with this checklist!

Please be advised that upon downloading these files, your name and email address are required for secure download from RLB Sharefile.

Establishing and following a consistent monthly process will help you to achieve accuracy and consistency in your business.

Below is a simple monthly checklist to use as a basis for your own monthly reconciliation process.

Please be advised that upon downloading these files, your name and email address are required for secure download from RLB Sharefile.

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Frequently Asked Questions

Where are you located?

Guelph: 197 Hanlon Creek Blvd, Suite 103 Kitchener:  650 Riverbend Drive, Suite B Fergus: 686 St. David St. N Orangeville: 25 First Street

What is your fax number?

Guelph: 519-822-9212 Kitchener: 519-884-3858 Fergus/Orangeville: 519-843-3289

What are your hours?

Guelph: 8am to 5pm Kitchener: 8.30am to 5pm Fergus: 8.30am to 5pm Orangeville: 9am to 5pm *Seasonally these hours change. See here for hours in each office location.

Do you have after hours drop boxes?

Yes we do! At each office, they are located beside the front doors, on the wall, with our logo on it with "After hours dropbox." for your convenience.

Do you do personal taxes or just business taxes?

We do both personal and business! Call us today to see how we can help.

Can I just drop my tax info off without an appointment with my accountant?

Yes you can drop off information to reception at any time.

Are you hiring?

All of our current job opportunities can be found on our website here.

How can I pay my invoice?

We offer a variety of payment methods for your convenience. You can pay by cheque or through any major financial institution (RBC, BMO, CIBC, TD, Scotiabank) via online banking. We also offer payment by debit, Visa or Mastercard at any of our offices or over the phone.

How do I change my address with CRA?

You have to call them directly, unfortunately we cannot do this on your behalf. Please call 1-800-959-8281.

How much does it cost to get your taxes done?

We do not have a price list, please call 1-866-822-9992 in order to make an appointment with one of our advisors in order to discuss your needs and requirements.