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Directing You on a safe course towards your personal goals!
Most small business owners do not have the benefit of a board of directors which clarify strategies and decisions; quite ofter the small business owner has relied on friends and relatives for advice; sometimes they are comfortable asking their Accountant, Lawyer and Banker, but not always. If you believe you need an independent point of view, a fresh perpective on the financial situation, pending decision, or help in cleaning up a financial nightmare, etc, then perhaps I can help you.
In the capacity as a Business Coach and Consultant, I can help you understand your financial statements better; discuss the potential cost saving areas including taxes (CDN); review areas for improvement in your bookkeeping system; even help clean up a bookkeeping mess, etc. assist in dealing with Revenue Canada who might be on your back. I can work with your Accountant, Lawyer and Banker, as necessary, in making your business run more smoothly
The Delivery Method for support can be by email; telephone and remote computer access; in some cases, attendance at your office for a day or week can be arranged.
Types of Clients Served:
Small Business owners with annual sales of $50,000 to $10,000,000; business activities include construction, wholesale; services, retail, consultants, realtors, truckers, etc.
See Support for current rates:
Click here to learn how to request support!
Frequent areas of assistance for clients include the following:
- Assisting clients in selecting the best accounting software system; installing and training.
- Reviewing operations and helping clients reduce costs where feasible.
- Interpreting financial statements to business owners.
- Advising on feasibility of purchasing a particular business.
- Reviewing options when purchasing/selling a business; including a share sale vs. an asset sale.
- Organizing paper flow to reduce burden and improve control.
- Advising on setting up a holding company and best share structure between family members
- Advising on owner's remuneration (salary, dividends, shareholder loans, etc.)
- Consulting on client's personal goals and how the business plans support the personal goals.
- Discussing risk/management issues
- Cleaning up accounting records for year end preparation by Accountant.
- Controllership type services for a week or less.
There is no dumb question - it is just information gathering!
Go to Support
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