STRATEGIC SERVICES

Because each small business is unique, we won’t try a one-size-fits-all solution for your situation. We can help you look at the numbers, give you the low-down on how your business is doing, and create a plan for growth.

Management reports

Management reports

We'll email you a dashboard with all the numbers relevant to your business: key profitability and trend ratios, cash flow statement, profit and loss statement, balance sheet and aged A/R and A/P reports.

Health check meeting 

Health check meeting 

We'll meet with you to review the management report and interpret the numbers to give you insights into how your business actually performed during the period. It’ll include 

  • Payroll check-in

  • Instalment reminders

  • Credit score check with CreditKarma

  • MileIQ reminder

  • Hubdoc check-in and app training refresh

  • Any questions you have 

Annual strategic planning session

Annual strategic planning session

Want to talk with someone knowledgeable about how to take your business to the next level? Receive a coaching session tailored just for you. Our session will walk through the key components of a strategic plan, including goals and steps to help you implement it.

Growth session

Growth session

Cash flow problems? We'll dig into your financials and your business processes to identify the causes. Once the real issues are identified, we'll provide advice on how to solve the issues so you can grow your bank account.

 
 

Plans and Pricing

Whether you’re just starting out or a “chief something officer,” we can handle your taxes and set you up for success.

Find the plan that’s best for your business.

 
 

Learn more about how we take care of all your accounting needs.