Services

We make businesses better

Add your company to our list of success stories.

The Kootenays are home to many ‘accidental’ entrepreneurs – beginning with one truck or one desk. Through hard work and dedication, they have a business they want to grow.

Our team knows this journey and wants to help you organize your business, plan for the future, and work smarter toward future success.

If you want to learn how to run your business, understand your books, hire and build a high-performance team, and find a positive work-life balance, get in touch to find out how we can work together.

At home in the Kootenays.

People work and play here because they have discovered how to build a life that feels like a vacation every day of the year.

Find your work/life balance with us.

Do you work for your business or does it work for you? Build a plan to free yourself and have your business support you.

Seize the opportunities before you.

You know what you want to do, but aren’t sure how. See your numbers in a different way to chart your course. Define opportunities and make dreams a reality for your business.

How We Can Help You

Coaching

Looking for a sounding board for your ideas? Thinking about the next steps? Let’s discover the potential within you and your business.

Learn more about Coaching

Financial Review


Accounting and bookkeeping are an art. Discover how to read your own numbers and use them to make forward-thinking decisions. We work jointly with you and your bookkeeper to build the proper set of reports and rhythms to give you control and confidence with your monthly numbers.

Learn more about Financial Review

Business Planning

Starting a new business is an exciting and potentially rewarding endeavour. But to make sure that your venture is successful, it’s essential to have a well-thought-out plan in place. A business plan serves as the blueprint for your business, providing a road map for you to follow as you take it from concept to reality.
 

Learn more about Business Planning

Our Process

  • Every engagement starts with a right-fit meeting. We get to know you and your business to discover the right fit.
  • Your business will be paired with a team member, and together we will craft a client delivery plan specific to your business.
  • If you need skills training, we help you find the best way to build those business muscles using your own company as a case study.
  • As things progress, we ask you to evaluate how things are going and to see how to measure progress in the real world.
  • We build actionable real-world plans with our clients, not dust-collecting reports to file away, but practical and valuable solutions.

FAQs

Our team is based in the Kootenays but most of us come from somewhere else. We support all businesses and entrepreneurs and the right-fit meeting in our process will uncover how we can help.

If you have customers and suppliers, you have a business. Revenue and employee count is less important than the challenges and opportunities you face.

Our team is built from entrepreneurs. Although some of us have lived former lives as accountants and lawyers, we offer business consulting services for owners. Accountants and lawyers are something different.

Our region has a unique blend of hospitality, energy, agriculture, construction, and manufacturing, all of which bring unique issues. We support all businesses and all entrepreneurs regardless of industry.

Your delivery plan will detail our fees and proposed schedule. Simple Executive-in-Residence appointments can cost as little as $5000 per year.

If you have an opportunity to explore or a challenge to tackle, we can help. If you want to do some light business housekeeping and make a good thing even better, we can help with that too.

Building a scalable business means positioning your company to grow naturally without friction or 100-hour work weeks. If you find growth elusive or too hard, we can help you with that.

A right-fit meeting is the way to get started and we can answer all your questions face-to-face. Get in touch to schedule your meeting today.

Don’t Wait

Contact Us For A Right-Fit Meeting

I’m Ready