Business Consulting Services

My Practice

I provide business consulting services for new and existing businesses of any size and in any industry. Whether your business has not been started yet, has just been started, or has been around for many years, my wealth of knowledge and experience in the fields of accounting, finance, and tax can assist you with your specific consulting needs. I provide you personally with advice for your business, or training sessions for your staff, or preparation and filing of documents to assist you in the growth of your business.

Most of the clients that I work with are situated in the Oakville or Greater Toronto Area, but I can service you or your business anywhere in Canada.

What can I do for you?

Accounting Systems Coaching

MORE SERVICES

›

Startup and New Business Coaching

Experienced consulting on accounting, finance, and tax activities for those starting up a new business or those who’ve started and need guidance.

Business plan development advice
Accounting systems planning and implementation
Financial and tax planning and advice
Business and government registration
Bank financing and account setup guidance
Budget and pro-forma statement projections
Business ownership decisions and incorporation guidance

Incorporation Decisions

Preparation and filing of incorporation documents for your business moving to the next stage.

Business ownership decisions
Business incorporation name registry search and NUANS
Preparation, creation, and filing of Articles of Incorporation
Registration for government accounts
Not-for-profit incorporations

Business Strategies

Advice, guidance, and strategies for accounting, finance, tax and business growth.

Policies and plans for cost costing measures, management of accounts payable, and accounts receivable collection
Review and create internal controls and mitigations systems for managing risk
Implementation of accounting systems
Record retention and storage strategies
Financial and tax planning

Staff Training Sessions

Providing your staff with hands-on guidance and training in accounting software and business risk management controls.

Training for management of internal controls to mitigate risk
QuickBooks online or desktop training for staff
Government filings and remittances training
Bank reconciliation training

QuickBooks Desktop Setup

Experienced QuickBooks advice from a QuickBooks Desktop ProAdvisor.

Chart of accounts development
Assessment of needs to determine right QuickBooks software and add-ons
Development of customized reports
Assistance in data conversions
Implementation of accounting systems
QuickBooks integration

QuickBooks Online Consulting

Experienced QuickBooks consulting from a QuickBooks Online ProAdvisor.

QuickBooks online training through Zoom
Development of internal cybersecurity controls using COBIT
Bank reconciliation training

ACCOUNTING SYSTEMS

The survival of your business is founded on the development of excellent accounting systems. An accounting system is the entire process from using the right software, to protection of cybersecurity, to accurate and proper record keeping and management of regulatory filings. Keeping records of your receipts, bank documents, credit statements, loan agreements, contracts, and other important business documents.

Ensuring these documents are safely stored, efficiently organized, and readily available is paramount to an excellent accounting system. By establishing a good record keeping plan as part of the accounting system, it assists in efficiently preparing financial statements at year-end and reducing audit risk from the Canada Revenue Agency. As a chartered professional accountant and an experience business consultant, I can help your business create an excellent accounting system to ensure that you minimize risks.

COACHING

Inexperience in accounting, finance, and tax can lead to short-term mistakes that could cause problems in a particular area within your business, or lead to long-term financial, legal, or other damages. Coaching is important to help mitigate these short-term and long-term risks, such that your business is well-prepared heading into future growth. My approach to coaching your business is to provide one-on-one guidance, and hands-on training to teach equip the knowledge and know-how to manage your accounting and finance systems. As a chartered professional accountant with 25+ years of tax and accounting experience, and as a QuickBooks Desktop and Online ProAdvisor, I capitalize on my wealth of knowledge and field experience to teach you how best to approach and manage these risks, and plan for the future of your business.

In the past, I’ve worked with new companies to provide advisory consultation in managing and planning for business growth, tax and accounting strategies, and guidance on the ins and outs of incorporation. As a result of the coaching, these clients have generally improved their business model based on my recommendations.

I worked with one particular client operating a 20-year old business, to review income statement expenses and assess the most effective cost-cutting measures to sustain their business model. Post-coaching, the client restructured their business processes by increasing prices and reducing labour and raw materials costs to become profitable, pay off their debts, and plan for real structured growth.

Benefits of Accounting Coaching

Improved company performance
Structured growth
Strong financial reporting

Healthy balance sheet
Reducing debts
Controlled and managed spending