Chartered Professional Accountant (CPA)
and a Certified Financial Planner (CFP).
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.
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.
Costly mistakes by a business owner:
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Incorporate 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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Not hiring a business advisor for critical decision guidance
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.
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.
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