Know what’s due to CRA—and what to do this month.
Do your own bookkeeping without figuring everything out alone.
Get an organized Canadian bookkeeping Guide and Margot, an AI assistant that helps you apply the guidance to your business.
Choose the Guided plan to add a personalized dashboard with monthly bookkeeping checklists and CRA deadlines.
For Canadian small-business owners who do their own books. Plans from $29 CAD/month. Cancel anytime. Educational guidance, not tax or legal advice.
Follow the steps to check your books and finish your bookkeeping for the month.
You don’t need an accounting degree. You need to know the next step, and someone to ask when you’re not sure.
The Guide
Canadian bookkeeping guidance organized in one place, so you can find what you need and understand what to do next.
Margot
An AI assistant that helps you apply the Guide to your business, based on details such as your province, business structure, and bookkeeping software.
Your Dashboard
Available with the Guided plan: personalized bookkeeping checklists and CRA deadlines to help you keep track of what needs doing.
Google answers questions. Margot answers yours.
Margot is your AI bookkeeping assistant. Ask a question and get help applying the Guide to your business.
Try her before you decide. You don’t need to sign up. Use Ask Margot in the corner of this page.
Example conversation. Margot is an AI and can make mistakes. Confirm tax decisions with CRA or your accountant, and never share passwords or SINs in chat.
Is this right for you?
- You do your own books in QuickBooks, Xero or Wave.
- You want to know it’s being done correctly for CRA.
- You’d like a bookkeeper’s method without paying an hourly rate.
You’d rather hand your books to someone else. That’s a perfectly good choice.
The practice behind this guide, Chassie Bookkeeping, does bookkeeping for you.
Two plans. The difference is the dashboard.
Both start from your business, not a generic checklist.
The Guide + Margot.
Set up your books properly, then ask Margot whenever you’re stuck.
- The complete Guide: setup, daily work, month-end close and reporting
- Margot, your Canadian bookkeeping guide, whenever you’re stuck
The Guide + Margot + your personalized dashboard.
Your CRA deadlines and a monthly checklist, one step at a time.
- Everything in Self-Guided
- Your dashboard with a monthly checklist, one step at a time
- Deadlines built around your province, GST/HST filing and payroll
Both plans help you do your own bookkeeping. The Guided plan adds a dashboard—not a bookkeeper doing the work for you.
Cancel anytime. Educational guidance, not tax or legal advice.
The system a working bookkeeper uses.
I’m Michelle Chassie. I’ve spent about 30 years in business and accounting, and I run Chassie Bookkeeping, a Canadian bookkeeping practice. I hold the QuickBooks Online Advanced certification.
The Guide and the dashboard come from the way I do the work for my own clients. It isn’t theory.
Questions, answered.
Why pay when there’s free content out there?
Free content teaches you concepts, scattered across a lot of places, and it doesn’t know your software or your province. The Guide puts everything Canadian in one place, in order, and Margot applies it to your business the moment you get stuck.
Is this the same as hiring a bookkeeper?
No. This teaches you to do it yourself, correctly. If something is outside what Margot or the Guide can help with, we’ll point you to your own accountant. If you’d rather have someone do it for you, see Chassie Bookkeeping.
What’s the difference between Self-Guided and Guided?
Self-Guided gives you the complete Guide and Margot. Guided adds your dashboard, which tells you what to do each month and tracks your CRA deadlines.
Is this tax advice?
No. It’s bookkeeping education and general guidance. Margot is an AI assistant and can make mistakes. Ask your accountant about tax strategy and filing decisions.
See all questionsYou can do your own books without doing them alone.
Start with the plan that fits, and change it later if you need to.
Get started from $29/month CADPrefer to read first? Plain answers to Canadian bookkeeping questions on the blog.