We have recognized that there is more to accounting than just financial statements and tax returns. We endeavor to provide services that help our clients grow their business. Our goal is to help you identify weaknesses and tap into opportunities within your business to improve operations and efficiency, increase profits, and most importantly, increase the value of your business.
For more information or to receive a free initial consultation, email Terrence Lau or call (604) 298-5050. Value pricing is available for existing clients.
Business Health Test
Do you understand the health of your business? This program involves a review of your financial statements and key performance indicators with a view of creating long-term residual value for your business.
Objectives:
- Identify Key Performance Indicators (KPI)
- Help you understand the concept of cashflow and use this as a KPI
- Help you understand that positive profitability may not mean positive cashflow
- Identify how to improve on cashflow
- Help you with pricing strategies
- Provide answers to what-if scenarios
- Provide you with a Benchmarking and Goal Seeking Analysis
What you get:
- A comprehensive Business Health Report showing our findings from our review of your last two years of financial statements
- Two hours of meeting time to go over findings and evaluate what-if scenarios
- Unlimited telephone support for a month
- and much more
To register, please complete and submit a Business Health Test Registration Form(PDF)
Strategic Planning Program
This program is a comprehensive planning journey that involves questionnaire completion, a one-day one-on-one strategy planning session that covers:
- Personal Planning
- Business Planning
- Your Company Now - SWOT/Key Frustrations/Competitive Advantages
- Developing 25 Key Strategies
- Your Strategic Action Plan
- Your KPI's (Key Performance Indicators)
- Your financial statements and budgeting for the future
- Tax review
- and much more
Afterwards, you will receive a comprehensive report on the strategic planning session. Over the next month of strategy implementation, you will have unlimited telephone support, followed by two separate personal meetings to review your progress.
Retirement and Financial Planning
- Will I have enough savings for my retirement?
- When can I comfortably retire?
- How much should I save for my children's education through RESPs?
- How much life insurance and disability insurance should I buy?
From this consultation you will complete a comprehensive questionnaire from which you will receive an unbiased review of your financial affairs. Please note that we are not here to sell you insurance products or RRSPs. We will provide you with an executive summary on your Retirement Strategy and an executive summary on your Investment Strategy. You will also receive a comprehensive binder that provides the detailed working papers and support for our findings.
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