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How it works

A financial health check for your whole business, then help getting the quick wins done with your team.

  1. We talk for 30 minutes about your business and where you want it to go.
  2. We do the financial health check.
  3. You get your short list of quick wins, each with a dollar amount.
  4. You decide which ones to do, and we help your team get them done.
  5. We track the results together, month by month.

What it is

A fresh look at your whole business: costs, margins, growth and how the work gets done.

Who it is for

Owners and leaders of businesses with more than $1M in revenue, in Canada and the US.

What you get

A short list of quick wins, each with a dollar amount. Then help getting them done. Results, not reports.

What happens next

You choose which wins to do. We work with your team until they're done, and we track the results with you, month by month.

How we work together

We agree the work and the terms in writing before anything starts.

Got a new idea?

Before you bet on a gut feeling, we build the numbers so you can see what it does to your whole business: the money, the people and the time it takes.

What this is not

We don't do books, taxes, audits or reviews. Your accountant does, and we work beside them.

Book a chat

Tell us about your business. We'll tell you honestly if we can help.