A financial health check for your business
Keep more of every dollar your business makes.
A fresh look at your whole business: a short list of ways to save and grow, and help getting them done.
Tell us about your business. We'll tell you honestly if we can help.
12 years inside two of Canada's largest banks.
More than $500 million in revenue, savings and profit over my career.
More than the financials.
We step back and look at how it all fits together: your money, your customers, your team and how the work gets done. Then we show you what is worth doing first.
Already have an accountant, CFO or bookkeeper?
Great, keep them. They're our favourite people. They keep your books right, and we work beside them. If they've already told you what needs fixing, we help your team get it done.
Are you an accountant or CFO with a client in mind? See how we work with you.
What we look at
Your costs
Where the money goes every month, and what is worth keeping.
Your margins
What each product or service really costs you to deliver, and what you keep.
Your growth
Add-ons and new offers your customers would want.
How the work gets done
Steps, tools and software that could be simpler.
Your big decisions
The numbers on a new product, hire or market, before you commit.
What you pay
Your biggest bills, next to what businesses like yours usually pay.
The whole business, not just one line on the books.
And we don't recommend cutting jobs.
Results, not reports.
We create a short list of quick wins, each with a dollar amount. You decide which ones to do, and we help your team get them done.
How it goes
- We talk for 30 minutes about your business and where you want it to go.
- We do the financial health check.
- You get your short list of quick wins, each with a dollar amount.
- You decide which ones to do, and we help your team get them done.
- We track the results together, month by month.
An odd mix, on purpose.
I'm Miguel. I've been a CEO, a product manager, a project manager, a change manager and a numbers guy. So I look at your business the way an owner does: all of it at once, as if it were mine.
When did your business last have a health check?
Tell us about your business. We'll tell you honestly if we can help.
The show
Advice That Worked
Real owners share the one piece of advice that changed their business.
