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Chartered Professional Accountant  
Certified Financial Planner  

Your Partner in Financial Success

Mission Statement

To provide the highest quality of trusted professional services with integrity based on many years of experience, knowledge and education.
As a member of the Chartered Professional Accountants of Ontario all information will be treated with the utmost confidentiality and practices are governed by a code of ethical principles and rules of conduct.

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Benefit from John's 40+ years of experience as a CPA and CFP for knowledgeable, trusted, confidential business and financial guidance.

Receive customized financial analysis and planning strategies to reach your business

goals. 

FREE INITIAL 30 MINUTE CONSULTATION


Costly mistakes by a business owner: 

  • Incorporate business too early

  • Wind up their business when it could be sold

  • Pay too much for an existing business

  • Not having backups of business computer data and programs

  • Not obtain patent etc. for a new product

  • Inadequate preparation when start/buy a business


Retirement Planning involves the accumulation of capital and income

 to meet your needs and goals in retirement years. Retirement Plan fees start at $ 900.

Estate Planning fees start at $ 490. see services

Guidance with decision making and setting priorities. 

Action Plans to overcome your business challenges.

Time Management: From your daily activities what time can you reduce, delegate or systemize?

When Should You Incorporate your Proprietorship/Partnership? is an article written by John. This is a very complicated and expensive decision that many business owners must make.  Request a one hour consultation and a copy of the article for a cost of $ 190.


See "5 Steps to Business Success"                      written by John and  located with "Articles"

Book a one hour consultation for $ 140 to put you on the path to Business Success.

Articles by John Costen, CPA, CFP

CPA professional providing accounting and financial consulting services

Business Owner Considerations

Financial advisor offering tax and accounting support for businesses

Business Sense

Office decor representing professionalism in accounting firm

Five Steps to Business Success

Business growth chart showing financial planning and tax strategies

FINANCIAL RATIO'S

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