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.

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.

Coaching is the combination of sound business advice and good listening skills. Our coaching approach begins with learning your story to explore your challenges and opportunities. We then craft advice and plans specific to your business and your needs. Every business requires and receives a unique approach out of the collective wisdom of our team.

A great fit for business owners who:

– Want to know the truth of a key issue or opportunity
– Want to have a trusted advisor on the journey
– Want to level up communication and management skills

Financial Review

Want to know what your financial statements really say? Curious to better understand the numbers? We unlock the truth and teach you to understand your business better.

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

Business Planning

Do you know where you want to go but don’t know how to get there? Is your access to capital or lending blocked without a business plan? Let’s craft together a masterpiece of growth.

A business plan allows you to frame your vision and put it on paper for others to understand. It begins with a financial model and ends with a sales and marketing plan. Let us help you to develop and present the big plans you are ready to unlock.

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