You know what? Running a business isn't just about crunching numbers - though we're pretty darn good at that too. It's about having someone in your corner who gets it, who's been through the growth pains with other businesses just like yours.
We've helped dozens of Toronto businesses move from "barely keeping up" to "actually planning ahead." And honestly? That's the stuff that gets us excited.
Every business hits similar milestones - but they're all experienced differently. Here's how we help at each stage:
Look, the startup phase is chaotic - we know because we've seen it a hundred times. You're wearing every hat imaginable and bookkeeping feels like a foreign language.
Things are picking up, maybe you're thinking about hiring, or you've outgrown your first office space. This is where smart planning really pays off.
You've made it past the early days and now you're running a real operation. Time to get strategic about where you're headed next.
You've built something amazing. Now it's about protecting what you've got and maximizing opportunities as they come up.
We can't share names (confidentiality and all that), but here's what we've helped clients achieve recently:
A local software company came to us drowning in receivables with no clue when money was actually coming in. They'd missed out on thousands in SR&ED credits too.
We restructured their billing process and filed three years of missed SR&ED claims. Helped them secure a credit line based on solid projections.
Three locations doing well, owner wanted to open two more but wasn't sure if the numbers worked. Banks wanted more detailed projections than what they had.
Built comprehensive financial models showing which markets made sense. Got them $800K financing at better rates than expected. Both new stores opened profitably within 8 months.
Two partners wanting to split ways - one buying out the other. Emotions were high, numbers were unclear, and everyone was nervous about tax implications.
Provided independent valuation, structured the buyout to minimize taxes for both parties, and kept the business running smoothly through the transition.
We don't claim to be experts in everything, but these are the sectors where we've really got our hands dirty:
You won't be chasing us down for answers. We're responsive because we know your questions can't always wait until next quarter.
If we can't explain something in terms you understand, we haven't done our job. Financial stuff doesn't need to be complicated.
We reach out before problems become problems. Regular check-ins mean fewer surprises down the road.
We're not looking for one-time projects. Our best relationships are the ones that span years and grow with your business.
First conversation's on us - no obligation, no sales pitch. Just a genuine chat about where you're at and where you want to go.
Let's ChatFill this out and we'll get back to you within 24 hours (usually way faster).
We typically respond within a few hours during business hours (Mon-Fri, 9am-5pm EST)
The best time to start financial planning is always "yesterday," but the second-best time is right now. Even small improvements in how you manage your finances can snowball over time.