Expert Financial Guidance

Help for the here and now.

Drinking coffee together with the bookkeeping team

What We Do

  • Helping you with your business!

  • Helping you with your personal finances!

Our Business Consulting services are designed to help you make smarter financial decisions with confidence. We provide tailored guidance, expert analysis, and practical strategies to strengthen your company’s financial foundation, improve performance, and unlock new growth opportunities.

From detailed financial planning to strategic reviews, we work with you to streamline operations, manage risk, and maximize profitability—so you can focus on building a sustainable, thriving business.

Our consulting services typically include:

  • Financial performance analysis and reporting

  • KPI development and tracking

  • Financial due diligence for potential investments

  • Incorporation and shareholder compensation planning

  • Reviews of operational and organizational structure

Let’s build a smarter path forward—together.

Business Consulting

Detailed financial analysis and reporting with Fathom for tech companies. Fathom financial reporting solutions for small businesses and not for profits in BC and Canada.

Personal Financial Coaching

Our Personal Financial Coaching service is designed to give you the clarity, tools, and support you need to make smart financial decisions with confidence. Through one-on-one coaching tailored to your unique goals, we’ll help you build a solid financial foundation and create a clear plan for the future.

Whether you’re looking to budget better, pay off debt, grow your savings, or plan for retirement, we’re here to guide you every step of the way. With personalized strategies and ongoing support, you’ll gain the confidence and knowledge to achieve lasting financial wellness.

Consulting team that is helping people with personal and business finances

Let’s work together.

Interested in our consulting services? Fill out some info and we will be in touch shortly!