Business Performance & Strategy
Helping businesses define goals, assess financial & operational controls, develop key performance metrics, and build a strong financial reporting infrastructure.
Our Packages
Small Business Performance Setup – Starting at $2,500
Growth Business Performance Setup - Starting at $4,000
Growth Business Performance Setup - Starting at $4,000
For startups and small businesses looking to build a financial foundation.
Growth Business Performance Setup - Starting at $4,000
Growth Business Performance Setup - Starting at $4,000
Growth Business Performance Setup - Starting at $4,000
For growing businesses needing structured processes & data-driven reporting
Package Details
Small Business Performance
Growth Business Performance
Growth Business Performance
- Identifying business goals & creating a strategic plan
- Assessing internal financial & operational controls
- Developing 5 key performance metrics aligned with business goals
- Building a simple financial reporting template
- Technology recommendations (bookkeeping & reporting software
- 2-hour strategy session with recommendations
Growth Business Performance
Growth Business Performance
Growth Business Performance
- Everything in Small Business Performance Setup
- Developing a governance structure to standardize financial processes
- Full financial workflow design & optimization
- Cost-cutting & revenue optimization strategies
- Building a financial reporting infrastructure (custom dashboards, automated reports)
- Creating a monthly financial performance tracking system
- 4-hour strategy session with recommendations
Our financial services are offered remotely!
Our team of experienced Certified Professional Accountants is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we've got you covered. Schedule a free discovery call and see how we can help you achieve your financial goals.
Suma CPA Inc. | Your Local Accountant Always Within Reach | info@sumacpa.ca
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