Business Performance Management

Business Management Services

Over a series of 4 meetings, our business management team will work with you on:

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• Goal-setting (financial and non-financial)

• Budgeting

• Forecasting

• Business plan creation

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Your bookkeeping records will be compared with your forecasts so you can see how your business is doing, and adjust course throughout the year.

Initial planning packages

start at $1,995.

Monthly Virtual CFO services with in person, or virtual meetings,

start at $249+GST per month.

Corporate Finance

Our team can also work with lenders to find you better rates. Talk to us to find out more!