Business Support

Dark haired woman in white shirt standing in front of desk in office

Running your own business means you are wearing all of the hats – especially in the early stages!

While a full-time accountant may not be something you need right now, we offer a number of different services to support business owners at any stage of their journey. 

Strategy Calls

Whether you have just a few questions or you’d like regular check-in’s, our strategy calls can be purchased on a one-off basis or bundled for quarterly calls (recommended for our tax-clients).  

Our clients typically use these calls to:

  • Review business processes and financial health

  • Forecast cash flow

  • Discuss growth and scaling opportunities

  • Calculate tax projections

  • Discuss compensation strategies

Each Strategy Session includes an in-depth review of your business’ finances (based on specific , and a 90-minute call to discuss recommendations, strategies and action plans. 

Startup Packages

Setting up strong financial foundations at the onset of starting your business will not only keep you on top of your financial position, but also save you money (you’ll never miss another deduction and avoid late payments!) 

Let us do the heavy lifting for you to determine which cloud-based accounting software is right for you (we use QuickBooks Online and Xero), set up your account (including transferring any data and integrating third party apps, where applicable) and provide personalized training.  

Incorporation

Whether you are trying to decide whether incorporation is right for you, or are ready to go ahead, it is always important to discuss incorporation plans with an accountant first. 

In addition to providing personalized guidance on whether incorporation is right next step for you, we will also prepare the incorporation documents to ensure the structure of your corporation business reflects your long-term business goals and makes sense from a tax perspective, as well as discuss the best methods for paying yourself. 

Advisory & Consulting

Need an accountant’s opinion for an ad-hoc project, system implementation, valuation or internal controls. As Licensed Public Accountants, we eligible to provide financial and strategic guidance in a number of areas. Reach out today and let us know how we can help!