Component 3 – 1





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 



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