Questions We Are Asked Frequently

Please find the answers below to questions that we get on a regular basis.  If you have a question, feel free to fill in our form in the section below.  If it is a general question, we will add it to our FAQ's for other visitors as well.

Where Is our service area?

We provide services across Canada. We do no provide services to businesses that reside outside of Canada.
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For face to face services, our local area is listed on the bottom of our website. We are able to provide all of our services remotely through online services utilizing Join.me.

We are able to provide face to face services outside our service area if required, but will include a fee for mileage.

How do you charge for services?

​All of our services are provided as a fixed price not to exceed basis. Before we can provide pricing to you, we must set up a conversation with you to understand your requirements. 

We get calls or emails asking how much we charge.  We cannot tell you what we charge if we do not understand the services you require and information about your business. A business plan for a start-up versus one that has been in business and has prior financials is a different price. A business plan for a manufacturing or software development company would take more time than developing one for a retail store.

what services do you provide for start-ups?

 We do offer services for start-ups, but only after they have their business in place. There are government centres that help small businesses in almost every province that provide free or low cost services to help businesses get off the ground.  Here is a link to the Ontario SBECs.

Most services we have provided for start-ups are business plan development for financing and business coaching.  Many start-ups start out with our Business Helpline.
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do you provide discounted services for start-ups?

​No, we are not a not for profit business. We do offer advisory services on an hourly or 2-hour basis that many start-ups utilize. This is an over the phone or online service, so the cost is less than our regular business coaching.

In most cases the time needed for start-ups is significantly more than a business that has been operating for 2+ years.  This is why we suggest utilizing the services of the small business centres in your area that are funded by the regions and provincial government.

Since You have a CPA on Staff do Your Perform Compilations and taxes?

​No, our partner that is a CPA is a management accountant who is focused on helping you on a go foward basis with your financials within your business. Though he could, he does not focus on this area and works with your financial accountant. If you do not have a financial accountant, we would be happy to refer you to an accountant we have worked with in the past.
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Many times we are asked why a business owner's financial accountant did not provide them business advice or recommend changes to their chart of accounts. Some financial accountants do perform these functions, but is not part of the engagement you have hired them for in most cases. If you are only seeing your accountant on an annual basis when they compile your statements and file your taxes, you cannot expect them to understand enough about your business to make recommendations.

what if we do not have an office but want to meet in person?

​We have meeting space both Whitby or Ajax in which to meet if you do not have office space, as our offices are North of the GTA, but do not have meeting space outside of Durham Region.

How Do You Provide Remote services?

​We have provided services to clients that we have never met in person that are both located within our local service area and outside. We utilize online technology such as Join.me to provide coaching as well as conference calls. ​

What if we want to engage you for services, what is the process?

​We will set up an initial call with you to understand your requirements.  We will then provide you with a proposal which will be good for 30 days for the offerings we discuss with you on the call.  Once you determine you want to proceed, we will provide you with a contract to sign.  ​

Do you offer financing & Terms for services ?

​We do for all services that have an outstanding balance of over $2500.00. When we provide you a proposal, we will outline the payment in full and monthly payment plan. For services that are charged monthly, we will require post-dated cheques and we will charge 1.5% interest per month on all outstanding balances. We will provide financing only up to 6 months.
If you require longer financing, we have financing partners we have worked with that offer longer term loans on approved credit (OAC financing).

Do You Provide ONSite Consultations?

We unfortunately do not provide onsite consultations, Since we travel to the client throughout the GTA, it is not feasible to visit every prospect.  If it is important for you to meet us face to face we will do so for our hourly rate charge, which will be credited against your account is you move forward with us. 

We provide free 30 minute consultations online where you can speak with one of our partners and also are free to ask for references. Many of them are listed on our website.