Our Services
How We Can Help You
Being a business owner can be stressful, and not everyone has the time or the resources to review their processes periodically. We often see issues show up in the financial numbers.
Diagnose & Implement Change
We help you determine what processes specifically are triggering the problem, assess its impacts, and recommend improvements.
We don’t stop there though. We also help you implement change and onboard your team with new processes.
We help you:
Analyze the current situation & processes by looking for gaps & weaknesses in processes
Recommend process improvements (i.e. people, financial systems, reporting tools)
Implement and onboard your team with the new processes
Document the process so you have a clear blueprint, manual or playbook
Monitor the changes and report on KPIs
Be Your Resource & Support
We want to ensure you have the solid financial foundation (people, capital & tools), so you can operate smoothly and grow to newer heights.
We will provide you with custom solutions to help your business manage people, money and numbers. We can scale-up or scale-down our support depending on your business needs.
We provide:
Administration: Bookkeeping
Compliance: GST, WCB, Tax filings
Management: Monthly reports, financial analysis and planning, ongoing assessment of processes and financial systems
Strategy: CFO insights, risk management, growth
Balance Business & Personal Goals with Financial Planning
Business and personal finances should be managed separately, but are intricately related. One is not more important than the other and both need to be in balance for you, as a business owner, to be stress-free.
We provide:
Education through financial literacy programs to help you learn the relationship between business and personal finance
Personal & Business Tax Filings
Personal & Business Tax Planning
