Business Advice

  • Looking for that competitive edge? With our strategic guidance, we will help take you beyond the numbers to make sound business decisions.
Giving a happy successful small business owner advice at a desk with a computer

Business management services

Our business management services are designed to present you with meaningful information that’s easy to understand. We offer highly customized reports including budgeting, forecasting, and tax planning to provide a deep analysis of your trends and ratios. We’ll meet with you on a regular basis to discuss your financials and provide insight into your profitability. 

Entity type analysis

Choosing the appropriate entity-type for your business is especially important, because this impacts how profits are shared, your legal liability, and taxes. Every business must fall under an entity type, and it’s always best to get it right the first time. We’ll perform a situational analysis to determine which entity type is the most advantageous for you. Let us help you start with a solid foundation by identifying the right fit for your company.

Accounting systems set-up

Cloud accounting eliminates manual data entry and provides you with real-time financial information. Our team of QuickBooks Pro Advisors are skilled in setting up new QBO accounts that are functional, easy to use, and most importantly, catered to you.

Retirement and succession planning

Retirement plans are crucial for both businesses and individuals, and yet most of us don’t have one in place. Choosing the right plan can be expensive and time consuming, but it doesn’t have to be. Let us help you identify the best plan for you and your team that suits your needs and your budget.

Shareholder compensation analysis

Many business owners have the same question: should I pay myself dividends or a salary? Each of these alternatives has its own personal and corporate tax implications. Through our custom forecasting and projection tools, we will outline the impact of these two alternatives on both you and your company to help you reach an informed decision.

Audit protection

Dealing with CRA inquiries is one of our specialties; put our experienced team to work and let us handle their notices and reviews for you. We also provide insurance through Audit Shield that covers your company’s costs associated with the audit such as accounting and legal fees.