About Your Work Life Balance Consulting
25+ years of industry experience. Calm, steady consulting that helps owners grow without living in the weeds.
You’ll always understand what we’re doing and why it matters. The goal is breathing room, not more busywork.
• Best fit: owners and non-profit's who want to grow and are open to coaching.
• Letting go, safely: we build systems so your “baby” is cared for when you step back.
• Outcome: decisions feel lighter because the numbers are clear.
What we stand for
• Plain language: no jargon, no shame.
• Repeatable systems: processes you can hand off.
• Growth-ready: track progress continuously.
Bookkeeping services live at mywlb.ca (https://mywlb.ca). This site is focused on consulting.
Services
Consulting + coaching that turns “we should” into a steady rhythm.
Growth-ready reporting
Know what’s working, what’s leaking, and what to do next.
• Monthly snapshot + plain-language interpretation
• Look at cashflow (simple, usable)
• Help plan the future
Process & procedure consulting
Turn chaos into a checklist, then hand it off.
• Map workflows and remove bottlenecks
• SOPs your team can actually follow
• Approval lanes, folders, naming rules, automation
QuickBooks Online training
Learn it in a steady, repeatable way.
• 1:1 coaching sessions
• Team workshops (workflow walkthrough + Q&A;)
• Monthly support for consistency
Year-End Reports
Year-End Reports The year-end report has a bad reputation. For most people it means a scramble, a shoebox of receipts, and a quiet dread of what the numbers might say. It doesn’t have to be that. Done well, your year-end is the one moment you get to stand back and see the whole picture — what you built, what worked, and where you’re headed. Not a compliance task. A clarity tool. We turn your year into a report you can actually read, and a conversation that helps you walk into the next one lighter. Two paths below, depending on who you are.
Year-End Reports for Business
Owners See clearly what you built this year — and decide what comes next with a steady head. Most owners only ever see their year-end through their tax return, months after the fact, in language built for the government instead of for them. We flip that. You get the picture first, in plain words, while there’s still time to do something with it. What you get
What it feels like after
No more flinching at the books. You know what you made, what it cost, and what you’d do differently. The new year starts with a plan instead of a knot in your stomach.
Year-End Reports for Non-Profits & Charities
Show your board, your members, and your funders that the money is in steady, trustworthy hands. A non-profit’s year-end isn’t about profit — it’s about stewardship. Your board needs to understand the surplus or deficit. Your funders need to see their restricted dollars went where they were meant to. And all of it needs to be ready for your filing and your AGM. We make that whole story clear and calm.
What it feels like after
Your board meeting stops being a guessing game. Funders see an organization that knows exactly where its money is. You spend your AGM talking about mission, not fumbling through numbers.
Goals & challenges
What success looks like and what we’re solving for next.
Primary goal
Help clients feel unafraid to look at how their business is doing, even if accounting feels like a foreign language.
• Clear monthly/yearly understanding of company
• Reports you can use
• Coaching that sticks
Biggest obstacle
Time management: building scalable delivery so the business can grow without adding longer hours.
• Reduce “only I can do this” tasks
• Build handoff-ready SOPs
• Set decisions that will help you grow your business
Pricing
This can be determined after initial meeting to see exactly what you needs are.
Reporting + Decision Coaching
• Quick look & Coaching
• In-depth overview & coaching
• Work of future growth
Process + Procedure Consulting
• Overview & Suggestions
• Overview, suggestions, and "How to implement"
•Overview, suggestions, and training
QBO Coaching + Training
• 1:1 Coaching
• Team Workshop
• Monthly QBO Coach
Year-End Reports for Business Owners
• A plain-language walkthrough of your profit & loss and balance sheet — what the numbers actually mean for you
• Year-over-year view: what grew, what leaked, what to watch
• Everything organized and ready to hand to your accountant, so their job is quick and your bill is smaller
• A coaching conversation about the year ahead — where to lean in, where to ease off
Year-End Reports for Non-Profits & Charities
• Your statement of operations and statement of financial position, explained in plain language
• A board-ready summary your directors can actually read and trust
• Support for funder and grant reporting, so renewals go smoothly
• Everything organized and ready for your filing — T3010 for registered charities, T1044 for non-profits — to hand to your accountant
• A conversation to prep you for the AGM or board meeting, so you walk in confident
Get in Touch
Anywhere in Canada
Toll Free 1-800-613-6684
