Clarity for business owners who want their numbers to make sense.
3 hours + preparation | $975 + HST
Book a Right Fit Call
If you find yourself...
Generating revenue but feeling like your financial decisions are reactive, stressful, or unclear, the Profit Boost Consultation is designed to help.
This is a CFO-style financial clarity session that goes beyond compliance and reports — and focuses on understanding what your numbers are telling you.
- Struggling to read your own financial statements?
- Unsure if your margins are healthy?
- Feeling like you are "guessing" with money?
Who This Is For
This consultation is best suited for:
- Incorporated businesses with active revenue.
- Owners with at least two years of operating history.
- Owners who want insight into profitability, cash flow, and systems — not just tax filings.
- Entrepreneurs ready to move beyond "DIY finance".
What This Consultation Is About
The Profit Boost Consultation is not about pushing growth for the sake of growth.
- Visibility: See how money flows through your business.
- Analysis: Understand what’s quietly draining profit.
- Efficiency: Identify gaps in systems and processes.
- Confidence: Replace guessing with direction.
What We Review
During this engagement, we take a strategic, CFO-level look at your business, including:
- Financial statements and performance trends.
- Key drivers of profitability and margin.
- Cost structure and inefficiencies.
- Existing systems and processes that support (or hinder) growth.
You do not need perfect books — you need understanding.
What You Walk Away With
By the end of the Profit Boost Consultation, you will have:
Clarity
A clear understanding of your current financial position.
Insight
Insight into what is helping or hurting profitability.
Action
Practical, actionable recommendations for systems and cost control.
Confidence
Clear priorities for what to focus on next — and what can wait.
Ready for Clarity?
Includes preparation, analysis, and a three-hour strategic consultation.
Note: This consultation includes preparation and detailed analysis in advance. This allows our time together to focus on insight, not raw data.
Book Your Session