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Business Consulting & Advisory

We are a full-service accounting firm providing consulting for tax optimization and financial forecasting to maximize and achieve your long-term business goals in Oakville and the GTA.
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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

With proactive tax strategies, you can minimize liabilities and maximize savings. We analyze your financial structure, identify credits/deductions (e.g., SR&ED and small business tax rates), and plan for long-term efficiency, ensuring compliance while keeping more money in your pocket.

Financial Forecasting & Budgeting

Turn data into actionable insights. We create detailed cash flow projections, break-even analyses, and growth budgets to help you make informed decisions, secure funding, and navigate economic uncertainties.

Business Structure & Incorporation Advisory

Choose the right framework (sole proprietorship, corporation, etc.) for tax efficiency and liability protection. We guide you through incorporation, shareholder agreements, and restructuring to align with your vision.

Succession & Exit Planning

Prepare for the future with confidence. Whether you are selling, transitioning to family, or retiring, we design tax-smart succession plans to preserve wealth and ensure business continuity.

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

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.

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. 

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.

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.

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. 

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.

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.