Financial consulting for small businesses
See every dollar clearly. We help you plan growth, avoid cash surprises and make big decisions with real numbers instead of guesswork.
What's included
- 01Budgets and forecasts
Clear budgets, projections and forecasts to plan growth and avoid cash surprises.
- 02KPI tracking
We focus on the numbers that matter for your business and report on them regularly.
- 03Scenario planning
"What if" models that show the outcome and risk of a decision before you make it.
- 04Cash-flow planning
We find where cash gets tight and put a plan in place to protect it.
- 05Support for big decisions
Hiring, expanding, buying equipment: the financial view you need to decide with confidence.
- 06Clear recommendations
Straightforward advice in plain language, tied to your goals.
How it works
- 01
Send us your documents
Send what we need online, or drop it off at the Laval office. We tell you exactly what to send.
- 02
We prepare and review
We do the work and check it before anything goes to you.
- 03
You approve
We walk you through the result in plain language. Nothing is filed until you say yes.
- 04
We file and confirm
We file with the government and send you confirmation.
Questions
Do I need to be a monthly client?
No. You can start with a one-hour consultation ($125) to talk through a specific question, then decide.
Other services
Bookkeeping
Books kept current every month, reconciled to your bank, with reports you can read.
Learn moreCorporate tax
T2 returns and year-end financial statements at a fixed price, explained clearly.
Learn morePersonal tax
Personal returns for employees, the self-employed and rental owners, including late filings.
Learn morePayroll
Pay runs, source deductions, remittances and year-end slips, handled on schedule.
Learn moreTax planning
Salary vs. dividends, RRSP and TFSA strategy, and when to incorporate.
Learn more
Know your price before we start.
Tell us about your business and we'll send a fixed quote. No obligation, and no surprise invoices later.