Consultation Services
Business Consultation
We help amplify your operational efficiency, productivity and profitability.
Working closely with you, we will:
Analyze monthly and yearly financial statements
Can assist in determining financial pitfalls and potential areas of concern
Assist with pre-succession organization and accountability through the planning process
Assist with compiling information for accounting purposes, tax purposes government grants & banking applications
Compile essential and relevant information in an easy-to-access Business Binder
Imagine having peace of mind, knowing your business is on a solid track for efficiency and growth!
Office & Information Organization
We help improve your office & administration efficiency to boost productivity.
We find, sort, purge and archive essential files and records:
Organize wills, deeds, contracts, investments, tax returns, bills & receipts
Systemize contact lists, emails, passwords, digital backups & CRM programs
Assemble personal medical records, birth certificates, estate plans & passports
Catalogue vehicle, home, equipment, business, life and disability insurance
Establish a standardized record-keeping system to manage paper & digital records
Create a Tactical Organization Binder for safe-keeping and quick access
Imagine finding all your documents in under two minutes when you need to make important family and business decisions!
Pre-Succession Organizing & Planning
We help you assemble all the personal, operational, legal and financial documents you need for planning discussions with your financial advisor, lawyer, banker, accountant and family.
We collect and compile all your records so you and your heirs have clear facts & information:
Organize property deeds, past tax records, wills & power of attorney
Catalogue partnerships, lease agreements, loans & mortgage information
Consult on risks & vulnerabilities, key people, positions, duties & training
Provide referrals to accountants, financial planners, law & insurance firms
Create a Pre-succession Binder to pre-plan for emergencies and retirement
Imagine having the clarity and facts to begin your discussions and plans for a successful transition!
Helping you gain physical, emotional and mental control of your home, office and life. Located in Stirling, Ontario; Serving Families & Businesses Across Ontario.
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