Jane Reitsma  ·  Money Coaching & Setup  ·  Small Business Owner & Bookkeeper  ·  Adult Educator  ·  themoneyorganizer.ca
Jane Reitsma
Hi, I'm
Jane Reitsma
Money Coaching & Setup

You don't need a full-time bookkeeper.
You need a system that works.

I help individuals, freelancers, and small business owners get their finances organized — and keep them that way — without it taking over their life.

What you'll get
A clear view of your money

No more guessing. See income, expenses, and taxes at a glance.

How it works
Simple tools you actually use
QuickBooks Online My Money Organizer
The goal
You run it yourself

I teach you the system, then step back. No ongoing dependency.

If your finances feel like a mess,
you're exactly who I work with

You don't need to be "good with numbers" to get organized. You just need a system that makes sense — and someone who can show you how to use it.

💼

Side Gigs & Freelancers

Track your income and expenses separately from personal finances, understand what you owe at tax time, and keep your finances organized without it taking over your life.

Income tracking Expense categorization Tax-ready records GST tracking
🏢

Small Business Owners

Get your QuickBooks set up properly from the start — or catch up if you've fallen behind. Chart of accounts, bank feeds, invoicing, and the skills to keep it current.

QuickBooks Online Chart of accounts Bookkeeping catch-up Invoicing
🏡

People Who Just Want Control

Whether it's a rental property, investments, or just wanting to see where your money actually goes — get the big picture, budget realistically, and stop feeling overwhelmed.

Personal budgeting Rental income Investment tracking Spending clarity

From overwhelmed to
organized and independent

No judgment, no jargon. Just a clear path to having your finances under control — and the confidence to keep them that way.

1

We assess your situation

A free 30-minute discovery call to understand where you are, what tools make sense, and what a realistic plan looks like for you.

2

I set it up and teach you

I do the behind-the-scenes setup, then walk you through everything step by step — at your pace, until you actually get it.

3

You run it on your own

Some clients are ready in two sessions. Others work with me for a year. Either way, the goal is always your independence — not your dependency.

See how it works
before you commit to anything

Short, practical videos that show you exactly what getting organized looks like — no jargon, no pressure. Watch at your own pace.

Featured What I Offer & How I Can Help You

A quick overview of who I am, how I work, and what getting your finances organized actually looks like — whether you're starting fresh or catching up.

More learning videos

QuickBooks

Getting Started with QuickBooks Online

Setting up your chart of accounts the right way

CRA Setup

Setting Up Your CRA Account

Access your tax information and business accounts online

Tax Planning

Important Tax Due Dates

Never miss a deadline with this complete guide

See all learning videos on YouTube

Tax date worksheets,
built for sole proprietors

A fillable one-page PDF with your GST/HST dates, business numbers, and a mileage log — your entries save right in the file. Pick your province or territory below. (Corporation version coming soon.)

Sole Proprietor

British Columbia

GST/HST dates, BC PST & filing frequency, mileage log, calendar reminders.

Download PDF
Sole Proprietor

Ontario

GST/HST (HST) dates, business numbers, mileage log, calendar reminders.

Download PDF
Sole Proprietor

Alberta

GST dates, business numbers, mileage log, calendar reminders.

Download PDF
Sole Proprietor

Yukon

GST dates, business numbers, mileage log, calendar reminders.

Download PDF
Sole Proprietor

Northwest Territories

GST dates, business numbers, mileage log, calendar reminders.

Download PDF
Sole Proprietor

Nunavut

GST dates, business numbers, mileage log, calendar reminders.

Download PDF

100% free, no email required. General information only — not professional tax advice.

Choose what fits your needs

Everything is tailored to your specific situation — whether you're starting fresh or catching up from years behind.

Most Popular

QuickBooks Setup & Training

$500+

Chart of accounts designed for your business, proper categorization setup, bank feed connection, and 1-on-1 training so you can run it yourself.

  • Custom chart of accounts setup
  • Bank feeds & invoice templates
  • Category training & best practices
  • 1-on-1 sessions

Bookkeeping Catch-Up

Custom Quote

Behind on your books? I'll get you caught up — categorizing transactions, reconciling accounts, organizing receipts, and preparing everything for tax time. Pricing based on scope.

  • Transaction categorization
  • Bank reconciliation
  • Receipt organization
  • Tax or accountant ready financials
  • Free discovery call to scope the work

Ongoing Coaching

$150–$400/mo

Monthly check-ins to review your books, answer questions, troubleshoot issues, and keep you on track. As much or as little help as you need.

  • Monthly review sessions
  • Email/text support
  • GST PST support
  • Accountability & guidance
NEW

My Money Organizer Spreadsheet

See pricing options below.

A Google Sheets or Excel tool that shows you the full picture of your finances — business income, personal expenses, tax projections, debt paydown, budgeting, savings, and more. Bank your transactions with our CSV importer, track everything in one place, and get clarity without juggling five different apps.

Customized to your situation
Income/expense tracking
Tax projections & GST summary
Personal & business budgeting
1-hour training session
Essential
$50$20
Tool only, self-guided setup
Limited time offer
Buy Now — $20 CAD
Guided
$150
Tool + 1 hour training
Get Started
Monthly cash flow
Income
$6,240
Expenses
$4,580
Tax Set-Aside
$2,080
This Month
-$420
Year to Date
+$1,840
Jane Reitsma
🏦 Former Bank Account Manager 📊 Small Business Bookkeeper 🎓 Adult Educator (PIDP) 📚 Self-Employment Program (Douglas College) 📚 Accounting for Managers (BCIT)

I learned this the hard way,
so you don't have to.

I'm someone who figured out bookkeeping and financial organization as an entrepreneur, then spent years helping businesses and nonprofits do the same. I've formalized some of this knowledge through the Self-Employment Program at Douglas College and Accounting for Managers at BCIT. But it was running my own business and then doing bookkeeping for my employers and clients that taught me what really matters: having a clear, simple system you actually understand and use.

Since then I've done bookkeeping for various individuals with small businesses, set up QuickBooks systems from scratch, and helped people dig out from years of catch-up work. I built the My Money Organizer spreadsheet tool because I wanted something that worked the way real people think about money.

My goal is always to work myself out of a job. The sooner you're running your own books with confidence, the better I've done mine.

Entrepreneur first

Learned bookkeeping by doing it for my own business — I know what it's like in the trenches

Banking background

Former account manager and licensed securities representative — finance isn't new territory

Not a dependency

My goal is to teach you to do this yourself — not to keep you relying on me

Based in BC, Canada

Familiar with Canadian tax context — GST, CRA requirements, sole proprietor specifics

Book a free discovery call

No commitment, no pressure. We'll talk through your situation, figure out what makes sense, and I'll give you an honest answer about whether I can help.

✓ Message sent! I'll be in touch within 1–2 business days.

Typically responds within 1–2 business days. Based in British Columbia — virtual sessions available anywhere in Canada.