Financial Clarity Call
One-on-one coaching to set you up for financial success.
It's time to get your business finances on track.
We know the world of numbers and accounting can seem like an overwhelming place. Sometimes it can be hard to know where to get started, or where to find the information needed to keep on going. That's where we come in.
Let's chat!
"The only mistake you can make is not asking for help."
Sandeep Juhar - author
How we can help
Whether you're new to business and wondering where to get started, or a seasoned business owner that's at a crossroads with some big financial decisions to make, we can help. Sometimes all you need is second set of (professional) eyes to help you get back on track. Here are some ways we can help:
Business start-up:
- How to structure your business (sole proprietor vs. incorporating)
- Bookkeeping systems
- GST/HST considerations
- Invoicing must-haves
- and more!
We can help you get a foundation in place and get you off and running.
Established business:
- Capital asset planning
- Is it time to incorporate?
- Buying vs. leasing decisions
- Hiring employees vs. sub-contractors
- and more!
We know that every business is unique and your questions will be too. We're here to provide quick and accurate guidance so you can move forward with crushing your business goals!
READY FOR CLARITY?
Investment: $375*
One on one private coaching sessions are 50 minutes in length.
Sessions are held on-on-one with either Martina or Ashli
Sessions are conducted "face-to-face" via Zoom or Google Meet.
* plus applicable taxes
Frequently Asked Questions
What is your refund policy?
Coaching appointments can be cancelled up to 24 hours prior to coaching session with full refund of fees paid.
Please note that taxes and business can be very complicated. We will not answer any questions that are legal or human resource in nature such as "will it reduce my legal risk to incorporate" or "how can I fire an employee without paying severance".
Also note, we are not personal tax, corporate tax, international tax or GST/HST specialists. We are general business accountants with a wealth of knowledge and experience but not a specialist designation in these areas. Because of this, you may have questions that are beyond the scope of our expertise. We will identify this in the coaching session and will try to refer you to a specialist with expertise in the area that you require.
Refund will not be provide for questions that are outside our scope of expertise. If you are in doubt - please enquire in advance.
Can I book multiple sessions?
Absolutely! If you wish to book multiple sessions please book your first session, then reach out to us at [email protected] for pricing information related to booking multiple sessions.
What topics can we discuss?
Topics can include:
- general personal tax questions
- general corporate tax questions
- business plan review and strategy discussion
- systems development, implementation, setup or support
- invoicing, payment processing setup or support
- pricing analysis
- compensation planning
- business structure/setup
- bookkeeping questions, setup and support
- If your topic isn't listed here it might still be something we can support you with! Provide details and we will get back to you prior to finalizing payment.
Will you prepare my income taxes based on information discussed in our coaching session?
Here at Grow CPA, we are a modern accounting firm offering month to month accounting services for small businesses, along with educational opportunities for business owners and individuals. As our firm focuses on developing strong relationships with our clients on a year-round basis, annual tax filing services are not something we offer outside of our monthly service package options.
If you are interested in learning more about becoming a Grow CPA client, please:
What can I expect after I submit a request to book a session?
Keep an eye on your inbox! We will send you confirmation of your booking, including a zoom link for our coaching session.
Next, you can expect to receive an invoice to submit payment in advance of your session.
We will follow up with an engagement letter which will we send via Docusign, allowing you to easily sign off and return to us prior to your session.
Once all that administrative stuff is taken care of, we can look forward to chatting during our scheduled session time.
Not quite ready to book a clarity call?
We are here to help you along your business journey - no matter what stage your business is at. Check out some other ways to work with us, learn from us and stay in touch!
