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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.
Professional Services
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:
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Incorporate business too early
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Wind up their business when it could be sold
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Pay too much for an existing business
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Not having backups of business computer data and programs
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Not obtain patent etc. for a new product
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Inadequate due diligence when starting, buying or selling a business
Thinking of starting, buying or selling a business? Due diligence is a must. These decisions can have life altering personal and financial impacts.
One top priority when purchasing a business is to determine the fair market value including Goodwill to avoid over paying.
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 or Partnership? is written by John and located with "Articles" on this website. This is a very complicated and expensive decision that business owners must make.
One top priority when starting a business is to prepare a business plan. Failure rate for a new business is 50% or greater depending on the type of business. Preparing a business plan increases the chance of success.
See "5 Steps to Business Success" written by John and located with "Articles". Book a consultation to put you on the path to Business Success.
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