Advice shaped around your needs
We review your business and accounting needs, simplify your setup and recommend solutions that fit your operations. Your first 30-minute consultation may be held online or in person.
- Business budgets
- Cash-flow projections
- General business coaching
- Startup planning
- Accounting process review
- Customized operational recommendations
- Financial forecasting and performance reporting
- Expense analysis and margin review
- Internal financial controls and workflow improvement
Financial insight for practical business decisions
Business consulting connects financial information to the choices owners make every day. We help assess budgets, expected cash needs, pricing considerations and the financial impact of planned growth.
Useful guidance for startups and established companies
New businesses may need help selecting systems and establishing controls, while established companies often need clearer forecasts or improved reporting. Our recommendations are tailored to the current stage, resources and objectives of the business.
Turn your numbers into useful decisions
Questions we can work through together
- Can we afford to expand or hire?
- Are expenses growing faster than revenue?
- How much working capital will we need?
- Where is our cash going?
- Which activities are performing best?
Cash flow, budgets and forecasts
Profit does not always mean cash is available. We review receivables, payables, recurring costs and expected activity to help you understand upcoming cash needs. Budgets and forecasts provide a framework for comparing actual results with your plans.
Processes that support growth
As your business changes, we help improve accounting routines, reporting and internal financial controls. New businesses can also connect this work with registration and startup support and a practical cloud accounting setup.
Business consulting questions
What should I bring to a consultation?
Recent financial information, a description of the decision or challenge and any available budgets or projections help make the discussion productive.
Is consulting available to startups?
Yes. Early guidance can help a founder choose an appropriate structure, estimate cash requirements and build a more organized financial process from the beginning.
Serving Montreal and surrounding areas: Available to businesses and individuals in Saint-Laurent, Montreal, Laval and nearby communities, with secure remote service across Canada.