Business Consultation Services

Stay ahead of competitors

Our consulting services connect individuals, startup entrepreneurs, and long-time business owners with trusted advisors. Together, we can strategize on the important aspects of your financial plan and create a roadmap for achieving your goals. We bring experience, expertise, and professionalism to the table and partner with people and businesses all across Canada and the world by offering virtual appointments.

Personal Financial Tax Planning
Business Financial Tax Planning
Business Process Improvement
Business Start-Up, Registration,Incorporation, Dissolution

Our Services & Pricing

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Personal

Financial Tax Planning

Assessment of current and future personal financial situations & goals to determine suitable recommendations and action plans in meeting your personal short-term & long-term objectives:

RRSP Planning
Tax Implications
Eligible Credits & Deductions
Tax Saving Opportunities
Budgeting & Forecasting
Strategic Tax Planning
& Much More...

Business

Financial Tax Planning

Assessment of current and

future business financial

situations & goals to determine suitable recommendations and action plans in meeting your business short-term & long-term objectives:

Budgeting & Forecasting
Tax Implications
Eligible Deductions & Write-offs
Business Registration Requirements
Sales Tax Requirements
Tax Saving Opportunities
CRA Review & Audit
Risk & Disaster Management
Advisory & Compliance
Financial Analysis
CFO Financial Services
Cost-Benefit Analysis
Strategic Tax Planning
& Much More...

Business

Process Improvement

Assessment of current and future business internal bookkeeping & external CRM processes & goals to determine suitable recommendations

and action plans to streamline & maximize internal and external process efficiencies

and accuracy:

Process Streamline
APP Integration Solutions
Enhance & Reconfigure Process Flow
Adopting Customer-Focused System
Best Practices
Process Automation
Process Recommendations
Process Implementation
Technology Integration
Eliminate Bottlenecks & Waste
Value-Added Solutions
& Much More...

Business

Start-Up, Registration,

Incorporation, Dissolution

Business Registration & Start-Up

Assessment of current and future personal & business financial situations & operational activities to determine suitable recommendations and action plans in starting up government compliant business operations: