NEVER STOP GROWING
(HOW WE CAN HELP)
Develop a clear business strategy
- Designing the right metrics for a business
- Advising on debt repayment
- Obtaining growth capital
- Forecasting
- Setting up operating budgets
- Benchmarking
- Performing financial analyses to help businesses make decisions: investment opportunities, pricing analysis, break-even analysis, etc.
Help with tax planning
- Developing a tax planning strategy
- Helping clients avoid costly tax penalties
- Evaluating tax implications of important business transactions and moves
- Working with wealth advisors to strategize on where to invest to minimize tax
Explore financing options
- Creating a comprehensive business plan or investors deck
- Helping with loan applications
- Locating grants in Alberta and Canada
Improve operational efficiency
- Evaluating new systems, implementing them and setting up integrations
- Automated creation, sending and collection of invoices
- Filling out, approving and using timesheets
- Quoting and pricing process and calculators
- Collecting data from various sources and using it to update dashboards/scorecards
- Organizing receipts, statements, documents and bills in the cloud — automatically
- Creating and implementing new systems, policies and procedures for their core business processes
Manage risk
- Protecting your assets and financial future with insurance and corporate structures
- Designing internal controls to help prevent fraud and other financial losses and protecting your small business from risk
- Developing business interruption or disaster recovery plans to mitigate the loss and impact on your business if disaster strikes
Restructure and value your business
- Valuating your business and developing a restructuring plan if needed
