Consulting and Business Advisory

Our team provides a full-service accounting practice based in Oakville, Ontario. We understand the key drivers in business and apply our vast knowledge of industry issues, regulations, and market dynamics to provide tailored guidance to clients, both large and small.

Business Advisory

As senior advisors with differing experiences that may not be in the business owner’s experience, we act as a sounding board and advisor to help develop business goals/targets and can recommend a path to achieve these goals.

From launching your business and setting up your financial systems to planning for succession, we will help you every step of the way, bringing knowledge and perspective to every issue, big or small.

Are You Buying or Selling a Business?

We provide a detailed analysis of the business you are considering buying and review the business’s strengths and weaknesses to avoid surprises.

Our goal is to protect your interests, whether that is through assisting during negotiations, reviewing letters of intent, or making sure you know and understand all tax implications and risks.

Cash Flow Analysis

Cash flow analysis is a financial statement that records how money flows into and out of your business during a specific predetermined period of time. We can help you identify your present cash needs now and future cash needs in advance, so you can ensure you have the necessary funding for future operations.

Business Plan Development

Every business owner needs a way to organize and present information about how he or she intends to develop, grow, and manage their business. When well-crafted, a business plan will capture the attention of potential investors and customers while encouraging them to support the business. When seen this way, a business plan becomes the foundation for any successful business. We can help you determine an approach that makes sense and helps you secure the funding you need to get started.

Business and Management Consulting

Suppose your small business is struggling to turn a profit and you need help turning it around. In that case, we can provide strategic advisory services to help you gain insight into your challenges, work alongside you to take corrective action, and implement change.

As a full-service accounting practice based in Oakville, Ontario, our team provides consulting and business advisory services to individuals and businesses in Oakville, Burlington, and surrounding areas.