As a largely unregulated profession, there can be some real differences between one bookkeeper and another. Ask us about our high-powered audit engagements to see if we can identify some gaps.
We don't believe every business needs a formal business plan. That said, not having any planning discipline at all is a problem. Is there a better way? Yes!
Are you using a CRM? How are you attracting your customers? What is your cost of acquisition (CAC)? We can help you connect the dots on your revenue drivers and then connect that to your financial forecast.
Cloud accounting is already a great first step. But what about inventory? ROAS integration? eCommerce? Shipping/ 3PL? And...will it scale?
Our team of Chartered Accountants and MBAs loves finding signals through the noise and helping you plan for the future.
Did you know most people are winging it when it comes to their own finances? We specialize in goals-based, long-term, disciplined strategies to keep Americans & Canadians on track.
Your engagement with us may vary, but there are always some common denominators to our process.Request a Quote
We can't recommend anything until we complete a detailed assessment of your current and future needs.
We believe in a process that engages management such that solutions have high buy-in and deliver long term success.
Great results in any domain come from doing lots of groundwork and foundation-building. This is non-glamourous work, but the heart of great outcomes.
Once your bookkeeping, CFO, technology, or financial plan is in place - it takes less effort to keep it sailing along. Now, its about monitoring & compliance.
We needed a reliable team of financial modellers for an upcoming fundraise. Tuulyp came through for us and helped us put together numbers that can be rapidly updated based on changing assumptions. Thank you for your hard work.
Regenerative agriculture offers a way of renewing the land and bringing people closer to their food. In order to make things happen, however, it helps a lot to get financing. Tuulyp was incredibly helpful to us in modelling out cash flows, segmenting competitors and putting our plans into a format that a commercial banker can understand.
They're very responsive. If I have a problem or issue, they're on it and they're not happy until it's taken care of - they keep me up to date and informed with regular check-ins.
We recognize clients and prospects often have lots of questions. We have a strict "no question is a bad question" policy! We're eager to help and learn more about your business challenge.