Small Business Consulting
You've incorporated. Now what? Get clarity on how your business is set up and where it can scale. We help you build the right foundation before problems compound.
This service exists because we've seen many clients come in for tax help when the real issue was how the business was set up long before tax season.
Who this is for
Recently incorporated?
You need to know if your business structure is set up correctly and what's coming next (payroll, HST, accounting).
Growing but struggling?
Everything feels harder than it should. Finances are disorganized. You're unsure if your systems will scale.
Taking on complexity?
Adding employees, multiple revenue streams, or new products. You want to do it right before things get messy.
Never had a business review?
You've been operating for a while but haven't had anyone look at your overall setup. It might be time.
The problem with flying blind
Most new business owners don't realize what they don't know. You might have:
- •The wrong business structure for your situation
- •Bookkeeping that won't scale or isn't tax-compliant
- •Missing payroll setup or HST registration
- •No clear process for invoicing, expenses, or financial tracking
- •Systems that create tax nightmares later
- •Inefficiencies you don't see because you're too close to the work
The cost of fixing these later is exponentially higher than getting it right upfront.
The reality: Many business owners don't start out disorganized. They start out busy.
Expenses go on personal cards. Accounts get opened "later." Systems are patched together. Everything works—until it doesn't.
The stress isn't just financial. It's knowing, in the back of your mind, that things aren't set up the right way.
What we review and analyze
Business structure & workflow
Is your corporation structured correctly? How are you managing orders, invoicing, and money flow? We identify what's working and what isn't.
Systems and tools
We review your bookkeeping software, payroll setup, and sales platforms. We identify gaps and recommend tools and workflows that actually scale with you.
Manual work and automation
Where are you wasting time on repetitive tasks? We map what can be automated so you focus on growth, not firefighting.
Scalability and readiness
Before you double your revenue or hire your first employee, we assess whether your infrastructure can handle it without breaking.
Risks and inefficiencies
We flag issues we see regularly—shareholder loans, tax compliance gaps, expense tracking holes—so you can address them proactively.
What this is NOT
- ✓Tax preparation or tax filing (that's a different service)
- ✓A strategy session or business coaching (we're not life coaches)
- ✓A guarantee of revenue growth or success
- ✓A deep line-by-line audit of your financials
This IS: A practical review of how your business is set up and where it can scale without creating operational or tax issues.
How the review works
Initial consultation (30 min, FREE)
We talk through how your business works, what you're currently using for bookkeeping/payroll, and what concerns you have. No pressure, no sales pitch.
Business review
You share key documents—recent financials, your current systems, any past tax filings. We analyze your structure, workflows, and identify inefficiencies and risks.
Findings and recommendations
We walk you through what we found, explain the impact of each issue, and provide a prioritized roadmap of what to address and in what order.
Implementation (optional)
If you want help implementing recommendations, we scope and quote that work separately. You decide what to tackle and when.
Pricing: The review and recommendations are a paid engagement. Implementation support, if needed, is quoted separately based on scope.