Resources

Material to help you keep good books

Practical guides written for Canadian businesses and the people who do their bookkeeping. The first set is in preparation — tell us what you need and we will prioritise it.

Guides and explainers

In preparation

Each of these is being written now. Ask for one and we will send it as soon as it is ready.

Guide

Canadian sales tax, plainly explained

GST, HST, PST, RST and QST — who registers, what rate applies where, and why compound tax in Quebec needs exact arithmetic.

Request this guide
Guide

Reconciling a bank account properly

Why a reconciliation that does not reach zero is not a reconciliation, and how rules and matching get you there faster.

Request this guide
Guide

Closing a period without regret

What to check before you lock a month, how to handle a late invoice, and why reversal beats editing.

Request this guide
Explainer

Reading your own financial statements

Balance sheet, profit and loss and cash flow — what each one answers, and how to trace a figure back to a journal entry.

Request this guide
How-to

Working with your accountant in Red Leaf

How to give a practice access to your books, what they can see, and what stays under your control.

Request this guide
How-to

Moving a client portfolio across

A practical migration order for a practice bringing several client files onto one Red Leaf account.

Request this guide

Common questions

Quick answers

Is Red Leaf tax advice?
No. Red Leaf Accounting is software. Canadian rates and filing obligations vary by province, registration and transaction type, so a qualified CPA should review your chart of accounts and tax setup before you file.
Can I export my data?
Yes, always — including if a trial lapses or a subscription is cancelled. Your books stay readable and exportable.
Do you support multiple currencies?
Books are kept in CAD today. Multi-currency is on the roadmap alongside the payments module.
How do I get help?
Every plan includes support; Business and Firm plans get priority handling. Use the contact form and tell us the company and the screen you are on.

Something you wish existed?

Tell us the question you could not find an answer to and we will write it up.