Our services
What we do — and how we do it.
We use three disciplines - Clarity, Strategy & Results We Have One integrated approach. Every engagement is tailored to your business, not pulled from a template.
Clarity - Summary
Examine the Financial Position and Reports & Provide What's Needed
Most businesses don't fail from lack of effort — they fail from lack of direction. You need to know where you are to find a way to where you want to be. We define a clear position, identify growth opportunities, and build a roadmap that's executable. Startups or Sole Proprietors needing help just getting through the Year end and Tax Time - Contact Us ASAP!!!
our business is focused on what matters to you
- OPTION 1 - We do all the Paperwork and provide reports - ESPECIALLY FOR YEAR END AND TAX-TIME
- OPTION 2 - You do Billings to Customers And Payments to Suppliers - we provide reports including those required for Government Returns
- OPTION 3 - You Cherry Pick and get what you would like us to do
- You Get tasks like HST returns and Payroll Withholding amounts calculated and Remitted
- You Get a Clean Set of Books for Annual Tax Return preparation by your CPA We work with them to Get AND Keep your Books Straight. ALWAYS use a Tax Accountant prepare your Tax Return - NOT a CPA that just does Bookkeeping Services DO NOT get the TAX return done on a NOTICE TO READER basis - this means the tax accountant has not signed off on your business activities and has just prepared the return where all the weight is on YOU with NO Protection from the CPA. This LEAVES YOU WIDE-OPEN TO AUDITS. YOU MUST get a buffer between you and the CRA. ALWAYS have a FULL TIME Income Tax Accountant prepare your taxes AT LEAST on a REVIEW ENGAGEMENT basis. The Tax accountant then deals with the CRA problems and minimizes the impact on you. WE DO NOT PREPARE INCOME TAX RETURNS OUR FOCUS IS TO GET YOUR BUSINESS HEADED IN THE RIGHT DIRECTION AND YOU HEADED FOR GROWTH WITH INFORMATION YOU AND YOUR TAX ACCOUNTANT CAN RELY ON
The end result
Peace of Mind. A clear direction your whole team can understand and work with; with measurable milestones and accountability built in.
Strategy - Summary
Identify What is URGENT NOW. Take Action and FIX IT. If it is Year End? - Start ASAP
CASH IS KING - and the lifeblood of every business and needs to be settled first. Ineffective Cash Flow is the silent killer of growing businesses. It results in delays in Cash Inflow, Bad Debts, Rework, Missed deadlines to pay your debts, calls from Collection Agencies. We diagnose root causes and propose solutions so you can conduct business without chaos.
our business is focused on what matters to you
- We Streamline your On-Going Administration and assess your goals and Formulate a Business Plan - both Long and Short term. You use Google Maps in your Car - Get a Map for Your Business.
- We Clarify & Streamline Processes, to see how they affect your Business and Provide & Implement Improvement Recommendations
- We Do a Systems Assessment, identify Customer Payment options & Provide Policies and Procedures where needed
- We Review Organizational structure to identify Opportunities; suggest Realignment of Duties that make sense and Use of Experts where necessary.
- We Provide Management of Changes and Implementation & Ongoing Support.
The end result
A Leaner, Streamlined & more Efficient Operation with the capacity to grow without proportionally increasing headcount or overhead. You can now Focus on what you do best - building your business!
Results - Summary
Clarity in your Numbers. Confidence in your Decisions Today and Tomorrow
Sound financial management is the foundation of every sustainable business. Whether you need a sharper view of your financial performance, help structuring for investment & growth, or a transformation program to reposition the business; we bring the Discipline, Systems and Experience to get it done.
our business is focused on what matters to you
- Via Reliable Financial Performance Reporting
- By Acquiring Positive Cash Flow Management and Forecasting
- With Definitions of Business Opportunities
- Where The Focus is on waste reduction and Improved Performance
- When Government Deadlines, Remittances & Reporting are kept up to date
The end result
Financial clarity drives better decisions — and fosters a structure built for growth of your business.
How we work
No Retainers. No vague deliverables. One Hourly Rate
Discovery
We start by understanding your business — where you are, where you want to be, and what's standing in the way. No assumptions.
Diagnosis
We identify the real constraints on your growth — not the symptoms, but the root causes. This is where most advisory firms stop. We don't.
Action plan
Every engagement begins with a concrete, prioritized action plan. Clear objectives, clear timelines, clear outcomes. You know exactly what you are getting.
Implementation support
We stay involved throughout execution to ensure the plan succeeds. Strategy without implementation is just a document.
Not Sure Which Service fits? Let's Talk - it's Free
Most engagements touch more than one discipline. Let's talk through your situation and figure out the right starting point. If you're Concerned about Year end and Tax Time - let's start there CALL ASAP!!!