Services: Small Business

Tax optimization and planning

We provide hassle-free tax filing services for the business and the owner. We develop a personalized tax strategy for owner to pay as little as possible in taxes using the most optimal tax deferral tools.
 

Accounting and bookkeeping

We review your financial accounts and create financial statements. We help you maintain up-to-date financial records and can help set up Quickboooks/Xero 

Financial Advisory

We develop plans that both integrate and separate the owner’s personal and business finances. We provide advice on how to structure business: sole proprietorship, partnership, corporation

Financing and growth advisory

We provide advice on scaling and expanding business operations and improving profitability. We help prepare financial reports and pitch decks for investors and guide the owner through applications for loans. We provide advice on improving credit worthiness 

Financial Planning and Goal Setting

We create holistic financial plans covering savings, investments and debt management with a view of retirement. We help you prepare for significant life events e.g. marriage, starting a family, or even travel