Guides
Guides, notes et modèles des associés de Nimble & Cross, sur l’incorporation, la banque, la fiscalité et le financement.
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Guides, notes et modèles
- [ GUIDE ]2026-11-05 · 410.5 KB[ OPEN ]
Making sense of the books: A Canadian accounting handbook
Every business has a story. The books help you see it: what you’ve earned, what you’re owed, what it costs to keep going. This handbook is a guide to understanding yours, from the everyday rhythm of bookkeeping to the small mysteries of a business that looks profitable but never seems to have any money. Start with a question, follow your curiosity, and make yourself at home.
> read_file.sh█ - [ GUIDE ]2026-07-30 · 1.6 KB[ CLIENTS ONLY ]
Holding Company Structuring: When It's Worth the Cost
Standing up a HoldCo too early just adds filings. Here is the retained-earnings threshold agents watch before recommending one.
> read_file.sh█ - [ GUIDE ]2026-07-29 · 1.6 KB[ CLIENTS ONLY ]
Mid-Market FX Routing for Cross-Border Payments
Wires priced at the interbank rate instead of a marked-up retail one keep a lot more capital on your side of the border.
> read_file.sh█ - [ GUIDE ]2026-07-09 · 1.6 KB[ CLIENTS ONLY ]
SR&ED Eligibility: Which Engineering Hours Qualify
Debugging counts. Routine maintenance does not. Here is the line agents draw before a single hour reaches the claim.
> read_file.sh█ - [ GUIDE ]2026-07-08 · 1.6 KB[ CLIENTS ONLY ]
GST/HST Input Tax Credits Founders Can Claim
Home office, hardware, and software subscriptions all qualify. Here is the recovery checklist agents run first.
> read_file.sh█ - [ GUIDE ]2026-07-05 · 1.6 KB[ CLIENTS ONLY ]
How Canadian founders hire US talent without a PEO
Hiring across the border usually means a PEO markup or a foreign entity you do not want to run. Here is how agents route payroll without either.
> read_file.sh█ - [ GUIDE ]2026-07-02 · 1.6 KB[ CLIENTS ONLY ]
Foreign Qualification for Delaware Companies, Explained
Incorporating in Delaware does not end your home state paperwork. Here is when the second filing is required and why.
> read_file.sh█ - [ GUIDE ]2026-06-28 · 1.6 KB[ CLIENTS ONLY ]
How Platform Payouts Move Into Your Treasury
A walkthrough of the routing, categorization, and reconciliation steps that happen before you ever see the number.
> read_file.sh█ - [ GUIDE ]2026-06-25 · 1.6 KB[ CLIENTS ONLY ]
Pro-Rata Side Letters: What They Commit You To
Most founders sign these without reading the follow-on math. Here is what it commits you to at the next round.
> read_file.sh█ - [ GUIDE ]2026-06-20 · 1.7 KB[ CLIENTS ONLY ]
Paying International Contractors Without Opening Local Entities
Local employment law does not care where your headquarters sits. Here is the agreement template agents generate for every jurisdiction.
> read_file.sh█ - [ GUIDE ]2026-06-20 · 1.9 KB[ CLIENTS ONLY ]
Invoice Aging: When to Nudge, When to Escalate, When to Write It Off
A day-31 reminder and a day-61 demand letter should never sound the same. Here is the escalation cadence agents run through each aging bucket, and the point past which collecting costs more than it recovers.
> read_file.sh█ - [ GUIDE ]2026-06-09 · 1.7 KB[ CLIENTS ONLY ]
Donor-Advised Funds for Solo Studios and Small Businesses
You do not need a family office to give strategically. Here is the minimum structure that makes it worth doing.
> read_file.sh█ - [ GUIDE ]2026-06-01 · 1.5 KB[ CLIENTS ONLY ]
SAFEs vs. Priced Rounds: What Gets Tracked for You
A breakdown of what actually needs a lawyer and what your back-office can close on its own.
> read_file.sh█ - [ GUIDE ]2026-04-01 · 1.4 KB[ CLIENTS ONLY ]
Tax and Cash Flow Planning for High-Earning Creators
Why creators making six figures still take home less than a junior PM — and the four things that compound the problem.
> read_file.sh█ - [ GUIDE ]2026-03-15 · 1.4 KB[ CLIENTS ONLY ]
Cayman Holdco Structures for SAFE Financing Rounds
When your investor wants a US C-Corp and you live in Canada. The dual-entity structure, drafted.
> read_file.sh█ - [ GUIDE ]2026-03-01 · 1.4 KB[ CLIENTS ONLY ]
Choosing a Card Issuing Platform in Canada: Lithic vs. Marqeta
Why we picked Lithic. The 10¢ unit economics, the API surface, and the licensing path we took with Cayman.
> read_file.sh█ - [ GUIDE ]2026-02-01 · 1.4 KB[ CLIENTS ONLY ]
Continuous Bookkeeping: How Automated Book Closing Works
What it actually takes to keep a business's books continuously closed instead of monthly-closed.
> read_file.sh█ - [ GUIDE ]2026-01-01 · 1.4 KB[ CLIENTS ONLY ]
Agentic Back-Office Software vs. Traditional SaaS Dashboards
A dashboard is a refusal to do work. The next generation of business software has to execute, or it doesn't belong here.
> read_file.sh█ - [ GUIDE ]2025-12-01 · 1.4 KB[ CLIENTS ONLY ]
How SR&ED Tax Credits Work
The 60% rebate, when it's real, when it's phantom, and how we flag eligible spend as it happens.
> read_file.sh█