CPA Sessions

 
One-on-one with a CPA

Talk it through with a CPA, without the big accounting bill

Book a 30-minute online session with John Whiteley, CPA, PBA. Get straight answers about your tax return, a CRA notice, your bookkeeping or your SBN review report.

Book a 30-minute session $100 + applicable GST/HST · Google Meet or phone
CRA notices & reassessmentsT1 & T2 questionsGST/HSTBookkeepingIncorporating
What a session covers

Bring your question. Leave with a clear next step.

Sessions are for owners of Canadian small businesses, the self-employed and individuals. SBN members and non-members are welcome.

Your SBN review report

Go over the findings from your T1 or T2 review, what they mean, and what to fix or ask your preparer.

CRA notices

Understand an assessment, a reassessment or a letter from CRA, and your options: an adjustment, a notice of objection, or paying.

Business decisions

Incorporating or staying a sole proprietor, GST/HST registration, paying yourself, and bookkeeping set-up.

How it works

Booked in two minutes

  1. Pay securely$100 + the GST/HST for your province, at our secure checkout. You get a receipt by email.
  2. Pick a timeRight after payment, choose a time in John's calendar. Times show in your own time zone.
  3. Tell us your questionAnswer a few short questions so John can prepare before the call.
  4. Meet onlineThe Google Meet link (or phone details) is in your confirmation email and calendar invite.
Book your session

30-minute CPA session with John Whiteley, CPA, PBA

$100+ applicable GST/HST · 30 minutes · Google Meet or phone
  • One-on-one with John Whiteley, CPA, PBA
  • Choose your time right after checkout
  • Free reschedule up to 24 hours before
  • Receipt showing GST/HST for your province
Pay and choose a time

Secure checkout. Tax is calculated from your province.

Get the most from 30 minutes

Before your session

  • Have your question or concern written down
  • Keep your SBN review report handy, if you have one
  • Have the return, CRA notice or statements open
  • Use a computer if you'll be sharing your screen
Reschedule or cancelFree up to 24 hours before the session, using the link in your confirmation email.
RefundsFull refund if you cancel 24 hours or more ahead. No refund for later cancellations or no-shows.
Need more time?Book two sessions back to back, or book a follow-up session after the call.

About John. John Whiteley, CPA, PBA, is the founder of Small Business Navigator and SBN Consulting Inc. He works with Canadian small business owners on tax, accounting and bookkeeping questions, and explains things in plain language.

Questions

Frequently asked questions

Do I need to be an SBN member?

No. Sessions are open to everyone. Members can book directly from their SBN tools and reports.

Can you prepare or file my return during the session?

No. A session is advice and explanation. Return preparation, filing and representation with CRA are separate engagements that John can quote on if you need them.

What if my question needs more than 30 minutes?

John will tell you during the call. You can book another session, or he can suggest the right next step.

Can I send documents ahead of time?

Yes. Tell us in the booking questions what you'd like reviewed, and the confirmation email will explain how to share it. Please don't send your SIN.

How much tax is added?

The session is $100 plus the GST or HST for your province, calculated at checkout. Your receipt shows the tax.

I paid but closed the page before booking. What now?

Reply to your receipt email and John will send you the booking link.

Get a CPA's answer this week

30 minutes · $100 + applicable GST/HST · Google Meet or phone

Pay and choose a time

A CPA session gives general guidance based on the information you provide. It is not an audit, a review engagement or legal advice.