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 |  |
|
|
| Strategic Planning Sessions | |
|
|
| Investing & Insurance Advisory | |
|
|
| Mergers & Acquisition Advisory | |
|
Tax Strategy & Preparation
| Tax Strategy & Preparation |
Small Business | Scaling | World Domination |
|---|---|---|---|
| Integrated Tax Planning (Corporate & Personal) | |
|
|
| T2 Corporate Tax Returns | |
|
|
| GST Returns | |
|
|
| T1 Personal Tax Returns | |
|
|
| T4 and T5 Filings | |
|
|
| Expense (write-off) Optimization Strategy | |
|
|
| International Tax Planning | |
|
|
| Audit Insurance (coverage up to $10,000 of professional fees related to CRA review or audit) | |
|
Accounting & Bookkeeping
| Accounting & Bookkeeping | Small Business | Scaling | World Domination |
|---|---|---|---|
| Cloud-based Bookkeeping Services | Annually | Quarterly | As Needed |
| Payroll Management | |
|
|
| Multi-Currency Accounting | |
|
|
| Expense Management & Tracking | |
|
|
| Management Report Packages | |
|
|
| Budget, P/L, Variance Analysis | |
||
| Cashflow Strategy, Forecasting & Projections | |
||
| Job Costing Analysis | |
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.
