Business Consulting & Advisory
Our Consulting and Advisory Services
Whether you’re a small business owner, a growing mid-size company, or a high-net-worth individual or family, we can assist in maximizing cash flow with proactive tax planning and financial forecasting, minimizing tax liabilities through optimized business structures and deductions, and achieving long-term goals with succession planning, exit strategies, and growth-focused insights. Serving Oakville and the GTA, we’re not just your accountants, we are your trusted advisors.
Tax Optimization & Planning
Financial Forecasting & Budgeting
Business and Management Consulting
Suppose your small business is struggling with cash flow challenges, inefficient operations, or unclear financial direction. Our strategic advisory services are designed to not only address these issues but also to ensure your business’s long-term financial sustainability. We diagnose the root causes and implement meaningful change, going beyond traditional accounting. By analyzing your financial health, identifying operational inefficiencies, and developing a tailored turnaround plan, we help you refine pricing strategies, optimize expenses, and improve profitability.
As a full-service accounting practice based in Oakville, Ontario, we provide expert consulting and business advisory services to entrepreneurs, family-owned businesses, and growing enterprises across Oakville, Burlington, and the GTA. Whether you need short-term corrective action or long-term strategic planning, our team delivers actionable insights to help you regain control, stabilize operations, and position your business for future success. Let’s transform challenges into opportunities—together.
Business Plan Development
A well-structured business plan is far more than just a document—it’s the roadmap that guides your vision, aligns your team, and convinces stakeholders of your potential for success. Whether you’re launching a startup, seeking financing, or scaling an existing business, a compelling business plan organizes your strategy into a straightforward, persuasive narrative. It outlines your market opportunity, competitive advantages, revenue model, and operational framework, transforming abstract ideas into a concrete action plan. More than just attracting investors or securing loans, a strong business plan is a tool that helps you confidently anticipate challenges, measure progress, and adapt to changing conditions, providing a sense of reassurance and confidence.
At A.M.I. CPA, we specialize in crafting customized business plans tailored to your industry, goals, and growth stage. Our team works with you to refine your financial projections, validate your market assumptions, and present your case clearly and professionally, ensuring you stand out to lenders, partners, and customers. Let us help you build a plan that secures funding and serves as a dynamic tool for long-term success. Your vision deserves a solid foundation, starting with a business plan to deliver lasting results.
Consulting and Business FAQs
What’s the difference between accounting and business advisory services?
Accounting services focus on compliance for tax filings and bookkeeping.
Business advisory services include strategic guidance for:
- tax optimization,
- growth planning,
- cash flow management.
An Advisory Consultant can help you use financial data to make smarter decisions.
When should my business hire a consultant?
If the business lacks internal expertise in a particular area a consultant can bridge that gap and provide the necessary knowledge and skills. You may want to consider using advisory services when you’re:
- launching, scaling, or pivoting your business,
- if your financial performance is declining, or
- you need help with tax planning, succession, or securing funding.
How can a business advisor help reduce my taxes?
A skilled business advisor at A.M.I. CPA in Oakville doesn’t just file your taxes—they proactively minimize your tax burden while ensuring full compliance. Advisors analyze your structure, expenses, and eligible credits (e.g., SR&ED, small business deductions) to legally minimize liabilities. Example: Timing asset purchases or restructuring shareholder salaries.
What’s included in financial forecasting?
We project cash flow, profitability, and growth scenarios using historical data and market trends. This helps you:
- secure loans/investors,
- plan for seasonal fluctuations and
- avoid cash crunches.
Do I need a business plan if I’m not seeking investors?
Yes! A plan clarifies your goals, identifies risks, and aligns your team. It’s also vital for applying for grants, measuring progress, and adapting to market changes. A business plan is a valuable tool for any entrepreneur, regardless of their funding needs. It helps you think strategically, stay organized, and increase your chances of success.
Can advisors help my startup secure funding?
Absolutely. A.M.I. will prepare investor-ready financial models, pitch deck reviews and grant/loan application support (e.g., BDC, Futurpreneur). Advisors can leverage their networks to connect the startup with potential investors, partners, and other key players in the industry. Our advisors continue to provide guidance and support to the startup after funding has been secured, helping navigate the challenges of scaling and growth.
How often should I review my business strategy?
Most organizations conduct a full strategy review at the end of their annual cycle (e.g., calendar year or fiscal year). This allows for a thorough assessment of the previous year's results and identification of areas for improvement in the upcoming year.
Quarterly reviews can help track progress, identify deviations from the plan, and make minor adjustments along the way.
"I came across Ahmad through his highly informative social media posts. My first interaction with him was regarding a tax matter, and within just a few minutes of our phone conversation, I was very much impressed by his depth of knowledge and professionalism. Ahmad is truly an encyclopedia when it comes to Canadian tax laws. If you're looking for a top-notch Canadian tax consultant, look no further, contact Ahmad."
"Outstanding accounting services!!! I was looking for years for a great accountant, who understands real estate business, plus rental properties. Ahmad is the first accountant, who could answer all my questions. I have a very strong European financial audit background and understand financing very well. Very knowledgeable accountant! I highly recommend him."
"Ahmad is an absolute gem when it comes to accounting. I own 3 businesses and had some hiccups with my prior accounting firm. I switched over smoothly. A phone call from Ahmad right away was a great welcoming. Quick replies on my emails. Professional, diligent and honest! I feel very comforted with his detailed responses. I ask for more than the average person and he always delivers. I highly recommend."
"I have trusted Ahmad and the team at A.M.I. to prepare and file my corporate and personal taxes over the past couple of years and they deserve a 5-star review! They are professional, timely, and always available for questions and advice."
"Responsive, knowledgeable and helped with some specific questions on short notice to help me make some decisions with my finances."
"Our family is very happy with Ahmad and his team. As a new client, the process was very smooth and they contacted us diligently to clarify things. Ahmad even suggested tips we never knew or thought of when we filed our taxes ourselves which benefited us greatly! Fantastic work and a very dedicated team."