More than just traditional services.

Yes, we offer you all the traditional accounting services, but we understand there is so much more that can be done to help you reach your ideal profits and an improved lifestyle.

This can include assistance with strategies like management, marketing, customer service, team retention, working processes and business growth. Our business development services are designed to offer you this extra support to help make your business better, more profitable and more valuable.

Compliance Services - reducing your worry

This is what every businessperson has to have done. It includes things like federal and provincial income and sales taxes and the myriad of other matters that government agencies require you to comply with.

Taxation Planning - minimizing your liability

We review your financial performance after six and nine months in order to provide you with taxation planning advice before the end of the year.  Action taken here will allow us to pro-actively plan for your wealth creation strategies utilizing your retained after-tax profits.

Wealth Creation - maximizing your wealth

Most business people are too busy to manage their own affairs.  We review your personal net wealth every year and help you in achieving  your goals for education, holidays and retirement. 

Your investment for Bronze Care starts from $200 per month with typical fees ranging from $200 to $500 per month.  The fee depends on the amount of work required to meet your compliance needs.

If you'd like to contact us about investing in Bronze Care - simply go to Contact Us and let us know.

You get all the Bronze Care service plus:

Use of technology - increasing your productivity

Developments in technology are moving so fast that you need a special technology development plan for your business.  We help you do this.  Our accountants are familiar with most accounting software packages.  We design and install the system and train your operators to get the best out of your investment.

Management accounting - getting you in control of your business

This is where we help you prepare budgets for cash flow and profit planning purposes.  We show you how to use these to get better control over your business by using these vitally important management control tools.

Management advice - action on stategies to improve profitability and cash flow

This is where we go beyond the budgetting process and proactively help you interpret your periodic reports.  These reports include detailed Key performance Indicators that apply to all of the critical areas of your business.  We work with you on these monthly and totally review your operating plan every quarter.  Examples are:  number of customers, average sales/size, visitation frequency, conversion of phone inquiries to quotes on jobs, hourly rates achieved and so on.

Financial management - making money work for you

We help you get the right financing at the right rates.  This includes your leases, bank loans and overdrafts and equity raising and venture capital.

Your investment for Silver Care starts from $500 per month with your typical fees ranging from $500 to $1,000 per month. 

If you'd like to contact us about investing in Silver Care - simply go to Contact Us and let us know.

You get all the Bronze and Silver Care service plus Succession Planning plus the Business Development program appropriate to the stage of your business:

Business Consulting - improving the performance of your business

This is where we are involved in assisting you with the development of your strategic plan.  Our specific focus is on helping you discover the unexploited potential that lies within your business.  Our aim is to help you make your business even more profitable and therefore more valuable.  This will involve us in many non-accounting aspects of your business development including team training, market positioning  and helping you develop customer service strategies. 

We have invested in special training and consulting tools as well as systems and processess that have been specifically designed to build your business.

OR   Business Coaching - improving your medium sized business

This is a scaled-down version of the full Business Consulting Program.  We assist you in developing a strategic plan for your business.  We follow this up with pro-active management assistance and support as well as educational group sessions with other businesses of your size.

OR   Business Mentoring - improving your small business

This program is geared to small businesses with sales of less than $400,000 and a maximum of 3 employees.  We will work with you on goal setting as well as providing periodic management assistance.  You and your team will also participate in educational group training sessions.

And to ensure that you receive your rightful rewards:

Succession Planning - helping you retire gracefully

We help you to plan for your retirement and handover of the business.  This may involve training team members in new skills and developing systems and set procedures.  Various options for the sale of the business are explored including vendor financing of current employees in the purchase of the business.

Your investment for Gold Care starts from $1,000 per month, with typical fees ranging from $1,000 to $3,500 per month.  The fee depends on which level of business program is appropriate and the size and complexity of the business.

If you'd like to contact us about investing in Gold Care - simply go to Contact Us and let us know.

To gauge the level of results you can expect from your business, we'll ask you to complete a preliminary questionnaire. Using software tools designed to identify and quantify your potential for profit improvement, we're able to tell you just how much improvement you could expect.

You will be considered for our business development processes if your potential for improvement is significant - typically starting at $100,000. Now before you think - "my business couldn't improve by that much," most of our clients are genuinely surprised and pleased when the analysis shows their potential for added value.

During this step we'll present you with a summary of the improvement potential within your business. You’ll see firsthand some of the processes and approaches we use to work with our clients to begin improving the business and its return on investment. When you decide to continue with the process you receive a copy of your customized Business Development Program.

Included in your Business Development Program is a more detailed Business Development Questionnaire. This gives you instant insights into the challenges you face and what needs to be done to improve how you handle them. Together we can then identify the strategic opportunities that come from the way you do business (your business processes) and provide you with a documented analysis. This will help you see and develop a course of action made all that much clearer with the next step.

Many business owners do not have a clear vision for the future of their business. To really achieve improvement, it's important to turn your vision into a crystal clear picture. From there you can work back to where you are today, identifying all the strategies you need to implement to achieve your goals. We use a Planning Session for that process. At your Planning Session our team reviews with you the key issues you face and the potential solutions. Here you really start to see how the process comes together.

We've found clients relate better to "Action" plans rather than lengthy, heavily worded business plans. You'll receive a results-orientated action plan that's easy to relate to and simple to implement. This plan provides you with the basis for moving forward with your business development. With specific goals and target dates, you and your team have a clear direction and more likelihood of success.

To really create a successful business you need to know exactly what your customers want, and what they find frustrating. That way, you can adopt strategies and business processes that make your business the one they prefer to deal with.

Addressing your customers’ issues gives you a great opportunity to create a competitive edge that’s not just based on price. Holding a Client Advisory Board, where we sit down with your customers and listen to them in a structured way, is an invaluable way to add value to your business.

The people who work for you also play a vital role in how well your business meets customers' expectations. They deal directly with the issues raised by your customers every day. Often that means they have hands-on insights that could benefit the business. A Team Advisory Board (much like a Customer Advisory Board) generates strategies that improve the processes within your business. We have protocols for working with your team to develop a customer service plan that incorporates the feedback you receive from customers and team members alike - instantly setting your business on a path much more aligned with customer expectations.

We look at each business as a collection of people performing a wide range of activities or "processes." How well these activities are completed determines the outcomes or results your business achieves. And because most businesses have not truly systematized their processes, outcomes are often random and business owners are left feeling that they lack real control.

Improving business performance is fundamentally then about improving the key processes within your business. We use a system to analyze the processes that comprise your business and its activities, and helps you identify which ones need to be re-designed for far better results.

After analyzing what processes comprise your business, we can work with you to set up a documentation system. This will give you greater control over your results by defining exactly how each process is to be completed. Again, you get better control AND outcomes. Another critical outcome to consider is that the value of your business increases as your business moves more and more towards being a turn-key system - a system that produces expected results.

Imagine having a control panel on your desk, much like the dashboard of your car, with gauges and signals that tell you instantly how your business is running. Compare that to the hectic, reactive nature of most businesses, large or small.

Your key performance indicators (KPIs) and your financial plan offer that level of control for your business just like your dashboard. Together they make up your Management Control Plan, which helps you track the progress of all key areas of your business. The plan enables you to respond quickly to changes and new situations, and thus generate optimal profits for you. It's important that we, as your business development consultants, play an ongoing role here to track key performance indicators and your financial position with sophisticated software programs.

If you'd like to contact us about our Business Development Programs - simply go to the Contact Us  section and let us know.

We assist you with the development of your 'Strategic Plan' - taking into consideration where you are now and where you want your business to be in any given time frame. Specifically we help you discover the hidden potential within your business.

Our aim is to help you make your business even more profitable and therefore, more valuable. After all your business could be your greatest asset.

To do this we get involved with many 'non' accounting aspects of your business development, including team training, market positioning and customer service strategies.

Typical fees for this service range from $2,500 to $3,500 per month.

Discover a key concept that when applied to your business really can leverage your results and increase your profits by reviewing the '4 Ways to Grow Your Business' area.

Find out how we work with you to achieve your goals like higher sales, increased profits, a better lifestyle, more free time, less stress or whatever it is you really want by visiting 'A 10 Step Business Development Process For You'.

If you'd like to contact us about Business Consulting - simply go to Contact Us and let us know.

We begin, with the end in mind, with a Planning Session to map out your future business direction. You will leave with an Action Plan that addresses your business' key concerns.

Then, we'll meet monthly with you to assess your progress together. Acting as your Business Coach, we'll review your Key Performance Indicators for the month.

Key to the process will be a number of group programs included in this service. These sophisticated training programs will be shared with owners and managers of similar sized businesses. Their experiences will add to the learning and keep your costs to the minimum.

Business Coaching also includes unlimited telephone support with your Business Development team.

This program is designed for small or new businessses that are not quite ready for the full Business Consulting program but that want to get started improving how their businesses run. Typical fees for this level of service are in the range of $1,000 to $1,500 per month.

If you'd like to contact us about Business Coaching - simply go to Contact Us and let us know.

First, we assist you in setting your business goals. We'll develop together a specific Action Plan for you to take back to your business to put into operation over the coming months. We're here as mentors whenever you need our help with this.

Then, we'll meet regularly with you to assess your progress. Each session will include a review of your Key Performance Indicators and your other financial results. We'll offer advice and assistance at each meeting and leave you with new Action Plans to grow your business.

Because we know how lonely and overwhelming it can be out there, Small Business Mentoring includes unlimited telephone support. It also includes a very special seminar called "Making Your Business Really Fly".

This program is designed for small or new businesses. Typical fees for this service range from $500 to $1,000 per month.

If you'd like to contact us about Small Business Mentoring - simply go to Contact Us and let us know.

Find out how others have benefited from our services as some of the people we've helped share their experiences below:

"We find the meetings stimulating and useful to our busines. In our opinion, if we extract only one good idea from it, it makes our investment and time more than worthwhile . . . and we got our good idea from the first meeting."

Bob Heron, Island Honda

"I've bee familiar with the topics for 25 years but I get something I can use from each session and that makes them all worthwhile. The part I enjoy best is sharing our business experiences with peers. It really is a wonderful opportunity to talk with other who are as interested in business as us."

Maureen Fritz-Roberts, Coast Country Insurance & Financial

"As new business owners, our energies are all over the place. BGR has has helped us focus our energies in the right direction. The other members have been very helpful too."

Marilyn Timms, Timms Fine Art Gallery

If you would like to know more about our BGR progam simply go to Business Seminars to find out more or if you would like to contact us - simply go to Contact Us and let us know.