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Business Consultation Services
 

Advanced QuickBooks ProAdvisor Certified

Stay ahead of competitors 

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Our consulting services connect individuals, startup entrepreneurs, and long-time business owners with trusted advisors. Together, we can strategize on the important aspects of your financial plan and create a roadmap for achieving your goals. We bring experience, expertise, and professionalism to the table and partner with people and businesses all across Canada and the world by offering virtual appointments. 

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  • Personal Financial Tax Planning

  • Business Financial Tax Planning

  • Business Process Improvement

  • Business Start-Up, Registration,Incorporation, Dissolution

Laptop and Paperwork

Our Services & Pricing

Personal

Financial Tax Planning

Assessment of current and future personal financial situations & goals to determine suitable recommendations and action plans in meeting your personal short-term & long-term objectives:

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  • RRSP Planning

  • Tax Implications

  • Eligible Credits & Deductions

  • Tax Saving Opportunities

  • Budgeting & Forecasting

  • Strategic Tax Planning

  • & Much More...

Business

Financial Tax Planning

Assessment of current and

future business financial

situations & goals to determine suitable recommendations and action plans in meeting your business short-term & long-term objectives:

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  • Budgeting & Forecasting

  • Tax Implications

  • Eligible Deductions & Write-offs

  • Business Registration Requirements

  • Sales Tax Requirements

  • Tax Saving Opportunities

  • CRA Review & Audit

  • Risk & Disaster Management

  • Advisory & Compliance

  • Financial Analysis

  • CFO Financial Services

  • Cost-Benefit Analysis

  • Strategic Tax Planning

  • & Much More...

Business

Process Improvement

Assessment of current and future business internal bookkeeping & external CRM processes & goals to determine suitable recommendations

and action plans to streamline & maximize internal and external process efficiencies

and accuracy:

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  • Process Streamline

  • APP Integration Solutions

  • Enhance & Reconfigure Process Flow

  • Adopting Customer-Focused System

  • Best Practices

  • Process Automation

  • Process Recommendations

  • Process Implementation

  • Technology Integration

  • Eliminate Bottlenecks & Waste 

  • Value-Added Solutions

  • & Much More...

Business

Start-Up, Registration,

Incorporation, Dissolution

Business Registration & Start-Up

Assessment of current and future personal & business financial situations & operational activities to determine suitable recommendations and action plans in starting up government compliant business operations:

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  • Should I Incorporate?

  • Tax Implication Assessement

  • Cost-Benefit Analysis

  • Business Name Reservation

  • Business Registration

  • Business Incorporation

  • CRA Account Registration

  • Government Account Registration

  • CRA Authorized Representation

  • & Much More...

 

Business Dissolution

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