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BUSINESSES AND SELF-EMPLOYED WORKERS

Financial advice

Personalized advice to make informed decisions about the growth and profitability of your business. We start from your numbers and your goals, not a one-size-fits-all recipe.

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  • For: Businesses, self-employed workers
  • First consultation: Free
  • Price: On quote
  • Pairs well with: Bookkeeping

WHO IT'S FOR

Do you have a decision to make?


You want a clear picture

Understand your financial statements and know where your business really stands.


You are applying for financing

Prepare the numbers and forms required by your bank or funders.


Your business is growing

Hiring, investing in equipment, opening a second location: measure what you can afford.


You are just starting out

Organize your finances from the start and choose the right business structure.

WHAT WE DO

Recommendations based on your numbers.

Our recommendations are based on your actual numbers and take into account your tax obligations.

Meeting between an advisor and a client
  • financial health assessment of your business;
  • reading and explanation of your financial statements;
  • preparation of financing applications and forms;
  • budget and cash flow forecasts;
  • tax recommendations related to your decisions: compensation, deductible expenses, taxes;
  • tracking your key indicators throughout the year, alongside your bookkeeping.

HOW IT WORKS

Four steps, from the first meeting to recommendations.


01

Free consultation

You tell us about your situation and goals.


02

Quote

We propose a scope of work and a price.


03

Analysis

We study your numbers: books, financial statements, tax returns.


04

Recommendations

We present our findings and the next steps.

FREQUENTLY ASKED QUESTIONS

Before writing to us

No. But if we are already keeping your books, your numbers are up to date and the analysis goes faster.

The first consultation is free. Further work is quoted based on its scope.

This service is mainly aimed at businesses and self-employed workers. For a question about your tax return, book the free 15-minute call.

Let's talk about your business.

Free first consultation, no obligation.

Request a free consultation