Expert Financial Guidance

Help for the here and now.

What We Do

  • Helping you with your business financials!

  • Helping you will all your personal finance needs!

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.

Our Business Consulting services empowers your company with expert insights, tailored solutions, and data-driven analysis to drive growth, enhance profitability, and ensure long-term sustainability. We develop comprehensive financial plans, and effective cash flow management strategies, while identifying cost-saving opportunities and managing financial risks. With a focus on maximizing growth potential and improving performance, we provide the actionable insights and innovative solutions needed to confidently navigate business finance complexities. Contact us today to discover how our expertise can transform your financial strategy and drive sustained success.

The business consulting services we typically offer include:

  • Financial performance analysis and reporting

  • KPI creation and tracking

  • Financial reviews of potential investments

  • Discussions related to incorporation planning and compensation of shareholders

  • Operational and organizational structure reviews

Personal Financial Coaching

Monarch personal financial budgeting tools for individuals in Canada. Track personal finances and savings with Monarch budgeting software.

Our Personal Financial Coaching service offers tailored, one-on-one coaching to help you take control of your financial future. We provide customized advice, practical strategies, and ongoing support to help you set and achieve your financial goals.

From budgeting and saving to debt management, investment planning, and retirement preparation, we cover all aspects of personal finance. Our service empowers you with the knowledge and confidence to make informed financial decisions and achieve long-term success. Contact us today to start your journey toward financial freedom and stability.

Let’s work together.

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