Business Advisory
Advisory is where bookkeeping becomes strategy. We translate your financials into clear, practical guidance on cash flow, growth, pricing, and structure.
Most business owners don't lack data — they lack someone to interpret it. Advisory is that interpretation. We meet with you regularly to review your numbers in plain language, forecast cash flow, build budgets that actually work, and pressure-test the decisions that shape your business: hiring, pricing, expansion, and financing.
This isn't a one-off report. It's an ongoing partnership: a trusted second opinion, a sounding board, and an early-warning system for the issues that show up in your numbers long before they show up in your bank account.
Everything in this engagement
A clear, three-step engagement
Assess
We review your financials, operations, and goals to understand where you are and where you want to go.
Plan
We build forecasts, budgets, and a KPI framework tailored to your business — and agree on the metrics that matter most.
Advise
We meet on a regular cadence to review results, flag risks, and adjust the plan as your business and market evolve.
Transparent pricing
Advisory engagement
from $175/hrHourly or monthly retainer options. Most clients start with a fixed-scope planning project, then move to a monthly advisory retainer.
Every engagement starts with a free scoping call. We review your needs and send a fixed quote — no hourly surprises, ever.
Book your free scoping callCommon questions
Bookkeeping records what happened; advisory focuses on what to do next. Bookkeeping keeps you compliant and audit-ready. Advisory turns those numbers into forecasts, budgets, and decisions about growth, pricing, and structure.
Not necessarily. We can deliver advisory on top of books you maintain yourself, though it works best when we also prepare or review your financials so we're advising from accurate, current numbers.
Most advisory clients meet monthly or quarterly. We'll recommend a cadence based on your business size, growth stage, and the decisions you're facing.
Related services
Bookkeeping
Accurate, up-to-date books handled end to end — from daily transactions to month-end close and government remittances.
Personal Tax
T1 personal tax returns prepared accurately and on time — including self-employed, rental, and investment income.
Corporate Tax
T2 corporate returns, GIFI schedules, and HST filings prepared accurately — with proactive planning built in.
Partial CFO
Senior financial leadership on a fractional basis — strategy, forecasting, and reporting without a full-time salary.