The initial consultation is designed to get to know you and assess your current business situation and needs. It simply, is a case of knowing where you are, so that we can better assess where you need to go.

The consultation will encompass a basic review of your business, current operations, target market, and financial resources. Based on your business objectives and the outcome of this assessment, we will provide a list of recommendations. We fully understand that when you're a startup/small/home based business, that financial resources are typically tight. Here's your advantage...

Our business solutions are customized
to your budget!

There are many companies who have been successful without a formal business plan, however, the importance and benefits of a formal plan cannot be overstated! Many entrepreneurs simply find the task too ominous, or are simply overwhelmed with the financial application or structure of a plan.

We can help! For very good reason, we do not write your entire business plan for you!! We will consult, guide and assist you with the formulation as well as provide you with an easy, systematic approach. There are companies who will complete your plan for you. However, in our experience, this is ineffective as it disassociates you from, and lessens your commitment to, it's contents!

It is very important that you set your own business goals, and that you know every aspect of the contents. After all, it's YOUR BUSINESS! You have to commit to it and make it work.

Without a financial record and reporting system, there isn't any information with which to establish where you have been, where you are, and where you need to go. It is a time consuming task, but it MUST be done. We can assist you in all aspects of financial management including:

• Complete Quickbooks software setup (excl. cost of software), including chart of accounts, payroll and payroll report integration, sales tax, form designs/customization (invoices, estimates etc.).
• Bookkeeping & Payroll Services
• Payroll Tax Reports
• Cash Flow Reports (MS Excel)
• Annual Budgets (MS Excel)

Need Bookkeeping Software?
Save 15% if you order through us!
Complete Bookkeeping and Accounting!
Need help setting it up?
No problem.
It's what we do!

Inefficiency is time consuming and thus costly to any business. Organization is key to efficiency - especially a small business startup! We can assist you in developing cost and time efficient systems in:

• Filing
• Documentation processes
• Data entry
• Standard forms (Memo's, Fax covers, Contracts, Standard Letters etc.)
• Invoicing and statement processes
• Job descriptions/task allocations & training
• Office equipment recommendations and setup
• Develop & create easy-fill industry specific forms (e.g. Construction industry - AIA documents, close out documents etc.)