Your business grows faster
when your costs run smarter
CPA-powered consulting that combines accounting precision with strategic advisory to deliver measurable ROI. We turn your financial data into actionable cost savings and improved profit margins.
Why CPA-Led Consulting Works Better
Most consultants offer strategy. Most accountants offer compliance. We offer both—and that's what makes the difference.
Our CPA-led approach combines the analytical rigor of accounting with the forward-thinking strategy of consulting. We don't just identify where you're overspending—we show you exactly how to fix it and track the results.
Every recommendation is backed by data, vetted for tax implications, and designed to improve your bottom line within weeks, not months.
CPA-Powered Consulting That Turns Data Into Dollars Saved.
Our Services
Comprehensive cost optimization solutions tailored to your business needs
Comprehensive Spend Analysis
Deep-dive audit of all business expenses to identify immediate savings opportunities
Vendor & Contract Audit
Renegotiate contracts and eliminate redundant subscriptions for instant savings
Cash Flow Optimization
Improve working capital and payment timing to strengthen your financial position
Operational Efficiency Review
Streamline processes and eliminate waste to boost productivity and margins
Monthly Advisory Retainer
Ongoing strategic support to continuously optimize costs and maximize profits
How We Deliver Results in 1 Month
Our streamlined 5-step process ensures rapid, measurable cost savings
Data Access
We securely connect to your financial systems and gather comprehensive expense data.
Deep Analysis
Our CPA-led team performs forensic analysis of every expense category.
Strategy Development
We create a custom cost-reduction roadmap with clear timelines and expected savings.
Results Presentation
Receive a detailed presentation of findings and recommendations with actionable next steps.
Ongoing Support
We provide implementation assistance and tracking to ensure sustained savings.
Data Access
Secure connection to your financial systems
Deep Analysis
CPA-led forensic spend review
Strategy
Custom cost-reduction roadmap
Presentation
Detailed findings & action plan
Support
Implementation & tracking assistance
Transparent Pricing
Choose the engagement model that works best for your business
Project-Based
One-time deep-dive audit
- Comprehensive analysis
- Detailed action plan
- 2-week turnaround
- 30-day support
Performance-Based
Pay from savings achieved
- Zero upfront cost
- Aligned incentives
- Full implementation
- Savings tracking
Retainer
Ongoing monthly advisory
- Continuous optimization
- Monthly reports
- Strategic guidance
- Priority support
Hybrid
Upfront + performance fee
- Flexible structure
- Shared risk/reward
- Enterprise-ready
- Best of both models
All engagements include comprehensive reporting, implementation support, and a satisfaction guarantee.
Get Your Free Cost-Savings Assessment
Let's discuss how we can help reduce your costs and improve your margins
Contact Information
Based in Waterloo, ON
Serving clients across Canada & US