info@effectuationoptimum.com

Book A No Obligation Consultation

Start, Grow & Exit

your business on your terms

Accounting & Bookkeeping

We provide reliable, cost-effective, and customized bookkeeping and tax services.

Business Planning

We will lay out a written roadmap for your company’s realization of its capital, operating, funding and growth goals.

Advisory Services

We will help you steer your business from where it is now to where you want it to be.

Succession Planning

We will help you achieve intergenerational wealth.

About Us

We help entrepreneurs succeed! Our modus operandi is to apply best practices from top performing businesses as solutions for the businesses we consult with.

Select your stage

Idea or Expansion Stage

Are you currently in the early phases of brainstorming, or are you prepared to take your business to the next level and require a roadmap to bring your vision to fruition? Do you need assistance in identifying, articulating, and analyzing your ideas or growth objectives?

Advisory Stage

Do you need help solving day-to-day operational problems? Our coaches will provide specialized knowledge, and help you build your business.

Accounting Stage

Are your T2 and HST returns being submitted in a timely manner? Can you identify the factors contributing to your cash flow challenges, despite experiencing an increase in sales?

Exit Stage

Are you ready to sell your business? Pass it on to a family member? Or thinking about business exit strategies?

What Makes Us Unique?

Our team and the professionals we collaborate with have a combined 50+ years experience in business consulting, marketing, financial planning and accounting services. We have exposure to best practices in more established businesses, which we are equipped to share with our clients.

Our Process

Step 1 - Book A Consultation

Book a free no obligation consultation to customize a suitable package for you.

Step 2 - Discovery

Determine what stage you’re in and set both business and personal goals for success.

Step 3 - Business Assessment

Review the accounting, strategic, and operational gaps, plus required corrective actions.

Step 4 - Action Plan

Agree on deliverables & responsibilities.

“Waiting for perfection is never as smart as making progress.”

Articles

Intergenerational Wealth and the Black Community

Intergenerational Wealth and the Black Community

The Black Community is experiencing a wave of entrepreneurial spirit, brought on by the pandemic and various social issues over the past 2 years. This is underscored by a sense of empowerment, fuelled by the possibility of easier access to capital to bring great...

5 Key Exit Solutions When Retiring From Your Business

5 Key Exit Solutions When Retiring From Your Business

Business valuation haggles, tax complexities, family disagreements, funding challenges, and legal wrangling are the inevitable right of passage when retiring from your business. Because each directly impact your 5 key exit goals: Realize or exceed your asking price....

Will My Business Survive the Next Wave of COVID-19?

Will My Business Survive the Next Wave of COVID-19?

Your business will overcome the waves and spikes of Covid-19, with a business continuity plan. The ultimate goal of course, is to save your business and preserve the wealth you and your family built over these years. Steps necessary to preserve your family wealth If...

Intergenerational Wealth and the Black Community

Intergenerational Wealth and the Black Community

The Black Community is experiencing a wave of entrepreneurial spirit, brought on by the pandemic and various social issues over the past 2 years. This is underscored by a sense of empowerment, fuelled by the possibility of easier access to capital to bring great...

5 Key Exit Solutions When Retiring From Your Business

5 Key Exit Solutions When Retiring From Your Business

Business valuation haggles, tax complexities, family disagreements, funding challenges, and legal wrangling are the inevitable right of passage when retiring from your business. Because each directly impact your 5 key exit goals: Realize or exceed your asking price....