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Business Consulting, Start Up &
Growth Planning
We are your partner where all things financial and tax are concerned. Whether you are contemplating a start up, planning for growth, or focused on retirement we are here to help you succeed.
Early Stage Business Services
For the start up, we deliver the expertise and advice that young companies need to build a solid foundation for future growth. We provide guidance on cost effective and risk appropriate structures for your business. We are your primary source for organizational design and operating cost efficiency.
For more information on things to be aware of when setting up a business, please refer to resourses & FAQ
Business Consulting
We help to grow profitable businesses by delivering strategic and tactical financial information that shapes smart decision-making. Regardless of your concerns, whether it's the cost benefit of incorporation, GST filing alternatives, payroll employees versus sub contractors, or how tax rules impact different business, we are the only call you will ever have to make.
We offer guidance when it comes to business registration and/or incorporation. Depending upon the nature of your business, we will help you to determine the option that makes sense. If you like, we can even do the registration or incorporation for you. At the same time, we will review the full range of business structure options to ensure you understand your choices as well as their tax and risk implications.
Record Keeping
Record keeping is an important part of any business but it does not have to be complicated or time consuming. We can manage this part of your business for you. Alternatively, we will recommend record keeping options and can help to set up your accounting software. If required, we will set up you accounts, integrate your payroll and tax processes, and provide all the record keeping guidance that you need. We also provide training on (most) accounting software packages. Our objective is to help you function as independently as you choose.
Through record keeping and statement preparation, we shed light on your business's financial strengths and its vulnerabilities. We offer independent expertise and recommendations that address financial gaps and leverage cost and risk reduction opportunities. We can help you to forecast your business's future growth and paint the financial scenarios that will take you there.
Business Acquisitions or Divestitures
Considering buying a business? We recommend that you hurry up and wait. Everyone needs a sober second thought when it comes to investments of this magnitude. We are the independent sounding board you need before, during and after this type of transaction. We can help analyse the business opportunity and provide risk assessment throughout the due diligence process. Both as your counsel and financial technician, we ensure that you have the facts you need to make an objective and informed decision.
Partnerships and Shareholder Advice
We offer counsel and solutions for clients when it comes to adding or removing partners or shareholders to their business. Our clients often call upon our expertise to draft or review partnership agreements or to assist with tax and related ownership structure planning.
Financial Planning
If you don't know where you are going, you're never going to get there. We deliver financial planning services for business and personal goal setting. Once these are established, we can refer you to advisors who are experts in the implementation of your plans. Find out how you score on financial planning, refer to FAQ in resources page.