We’re on your side.

Running your own business can be a solitary process. That’s why having a business consultant or coach can help you partner with someone who gets YOU. From assessing systems and processes to helping with recruiting the right team, we are here to help your business succeed.

It pays to have a business consulting firm you can trust on your side. Take a look at our services below and contact us today and find out how our comprehensive consulting and coaching services benefit your bottom line.

Our Team Access services include…

• Talent Sourcing

• CP Portal Access to:

  • Send Assessments on your behalf

  • Conduct Phone Interviews

  • Set up In-person or Zoom Interviews on your behalf

Facilitate:

• Reference Checks

• Negotiating compliant Offer Packages

• Send Welcome Letters to Candidates

Also… our Human Resources services include:

• Consulting

• HR Documentation

  • Related forms

  • Templates: New Hire Checklist, Termination Template, Disciplinary Template

  • Quarterly HR training

  • Onboarding

  • New Team Member Coaching

  • Employee Handbook Audit (discounted review)

Business Advisory Services

• If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction.

New Business Formation

• Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that determines whether a small business will make it or not.

Internal Controls

• We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.

Recruiting - Team Access

• Our recruiting services have expanded in 2022. Our recruiting services now encompass HR services as well. Let us help you create your own in-house recruiting and HR department. Providing compliant access for you and your teams everyday business needs.

Team Coaching

• A business is only as successful as its team. Once you have the right people they need to know the process to secure the sale every time. Our business coach has over 25 years of experience in the area of B2C sales and has coached hundreds of team members on the art of selling.

Personalized Tutoring

• Assessment of where you struggle in your insurance courses will help us to determine how best to assist you with refocussing on weaker areas and enforce stronger areas so that you can take your insurance exams with more confidence.

Interview Preparation

• Want to be well prepared for that all-important interview for your next journey? We provide 2-3 sessions to get you ready to answer those tough interview questions, have your action plan ready for presentation, and brush up on your tone, pitch, and body language.

Financial Planning for Businesses

• If you run a successful business you already understand the importance of working with a business consultant and coach that understands how your company operates. What you might not realize is that when you add an accountant with expertise is financial planning and analysis to the team it allows you to take your business to another level.

Succession Planning

• Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

Reports Reviews

• We assist with reviewing your company metrics and reports to stay up-to-date with your goals and strategize on how to maximize any opportunities.