How We Help

Starting and growing a small business is an amazing journey!  And a successful journey starts with having a map. 

But where do you find that map?  We’ve created that map for you and your small business.  It’s called “The Transformation Map”.

Where are you on your journey?  Take a look at the map! 

Please visit our Learning Center for free resources to help guide you on your journey. 

Please book a 15 min. discovery call to learn more.  See the link on this page.

A successful business starts with having key information — information that’s accurate and current.  A real-time, cloud accounting system can provide exactly that.  We provide Virtual Accounting Management.  You can focus on what you do best, providing your clients with products and/or services, while we provide your accounting office needs, virtually.  We take away the hassle of keeping the books and give you PEACE OF MIND — saving you both TIME and MONEY.  

Most successful businesses have regular management meetings to review results and make plans for the future.  Small business owners generally don’t have the resources for a full-time management team with a CFO or controller.  We can provide the expertise.  Along with you and other shareholders, we can hold regular board meetings, virtually, or in person, so that you are provided with the strategies and information you need to make effective business decisions.

The fastest way to grow profits in a business is by having the right pricing strategy.  Surprisingly, many business owners set their prices on what they think is the right price, or what their competitors are doing.  There is a better way.  Let us show you how with our complimentary Profit Diagnostic Review Session.    With your financial information and our software, let us show you what is possible.  The results can be very dramatic.

Often small business owners are highly skilled in their product or service.  Marketing, on the other hand, may not be their strength.  With digital technology, the internet, and social media changing constantly, how can business owners stay current and be smart with their advertising budget?  We can introduce you to a marketing specialist and work with both of you so that your marketing strategy fits into your overall business strategy.  We can also share what other successful small business owners have done.  

Yes, we prepare your year end financial statements and corporation tax return.  We also will prepare the personal income tax returns for you and your family.  Because we help you with your systems, the process is simpler.  There are less questions for you to answer and less information to provide.  So, we can focus on helping you keep more of your money by minimizing taxes and helping you understand this annual financial information so that you can make effective business decisions for the future.

Small business owners constantly tell us that one of the main reasons they started their business was to provide well for themselves and their family.  After wealth has been created, how can it be managed and preserved effectively?  Often, business owners are left on their own trying to link with a financial planner, investment advisor, insurance and mortgage agents.  We solve this challenge by acting as your financial quarterback.  We see the big picture, and we understand both your business and family financial needs.  We bring together the expertise of all these professionals, and we act as your single point of contact.  This results in your peace of mind.

After you have created a successful business, how can you be properly rewarded?  Will you pass your business on to the next generation, or sell your business to someone else?  How can you ensure a smooth transition and how can you ensure that your business has the highest value to a purchaser?

We can help.  The key is to plan ahead of time, to see the end from the beginning.   Through a structured consultation process, you will be set up for success.

How can your assets be passed on in a way that preserves family harmony?  Our planning approach ensures that your wishes are clear and by acting as your executor or agent, we can ensure that your wishes are carried out.  All of these arrangements can be put in place now so that both you and your heirs understand and are comfortable with your estate plan.