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Custom integrated service plans

The following paints a picture of services that might help you where you’re at, based on the size and stage of your business but every business is as unique as the entrepreneur who runs it. Your service plan will be customized to help you overcome your specific hurdles and meet your unique need and objectives.

Business Consulting
& Financial Strategy

Business Consulting
& Financial Strategy
Small Business Scaling World Domination
Unlimited On-Call Access to a CPA Advisor Annually Quarterly As Needed
Personal Introductions to Lenders, Legal Advisors, Financial Advisors, and Venture Capitalist Pools blue checkmark blue checkmark blue checkmark
Strategic Planning Sessions blue checkmark blue checkmark blue checkmark
Investing & Insurance Advisory blue checkmark blue checkmark blue checkmark
Mergers & Acquisition Advisory blue checkmark blue checkmark

Tax Strategy & Preparation

Tax Strategy &
Preparation
Small Business Scaling World Domination
Integrated Tax Planning (Corporate & Personal) blue checkmark blue checkmark blue checkmark
T2 Corporate Tax Returns blue checkmark blue checkmark blue checkmark
GST Returns blue checkmark blue checkmark blue checkmark
T1 Personal Tax Returns blue checkmark blue checkmark blue checkmark
T4 and T5 Filings blue checkmark blue checkmark blue checkmark
Expense (write-off) Optimization Strategy blue checkmark blue checkmark
International Tax Planning blue checkmark blue checkmark
Audit Insurance (coverage up to $10,000 of professional fees related to CRA review or audit) blue checkmark blue checkmark

Accounting & Bookkeeping

Accounting & Bookkeeping Small Business Scaling World Domination
Cloud-based Bookkeeping Services Annually Quarterly As Needed
Payroll Management blue checkmark blue checkmark blue checkmark
Multi-Currency Accounting blue checkmark blue checkmark blue checkmark
Expense Management & Tracking blue checkmark blue checkmark blue checkmark
Management Report Packages blue checkmark blue checkmark
Budget, P/L, Variance Analysis blue checkmark
Cashflow Strategy, Forecasting & Projections blue checkmark
Job Costing Analysis blue checkmark
E Square@2x

The difference is E2 Potential.

Because no one understands the needs of an Entrepreneur like another Entrepreneur!

No matter the size of your business or service plan, every client gets direct, on-call access to a Senior Advisor who is a CPA and seasoned Entrepreneur. Rip the blinders off and get the insights and advise you’ve been missing from regular accounting and bookkeeping services so you can grow your business and feel more confident doing it.

Let’s build your strategy.

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