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Small business packages

Fixed-fee packages and monthly advisory plans built for owner-managed and mid-sized businesses in Toronto, Ontario and across Canada.

Small business packages

What business owners tell us

Built around the pressures Canadian owners face today

72%of small business owners name tax burden as a top concern
47%name labour shortages
47%name trade challenges and tariffs
48%name regulation and red tape

Source: Canadian Federation of Independent Business, Members Opinion Survey, 2026. Our packages target the levers owners control: cost, cash, productivity, funding and growth.

Fixed-fee packages

Clear scope. Fixed fee. Results in weeks.

Best first step

2 weeks

Business Health Check

For owners who know something is holding the business back but not exactly what.

  • Review of financials, pricing, operations, sales and systems
  • Interviews with you and your key people
  • Benchmark against similar Ontario businesses
  • A prioritized 90-day action plan with owners and dates
Fixed fee · scoped on a free callGet started →
Often pays for itself

2 weeks

Funding Readiness Review

For businesses planning to hire, invest, export or innovate in the next 12 months.

  • Scan of federal, Ontario and regional grants and tax credits
  • SR&ED and IRAP eligibility check
  • Stacking plan and funding calendar
  • Grant writing support, paid mostly on approval
Fixed fee · scoped on a free callGet started →
Most popular

4 weeks

AI Quick Start

For teams losing hours to email, invoices, quotes and data entry.

  • Top 5 AI use cases ranked by time and money saved
  • One automation built and running in your tools
  • Staff training and a simple AI use policy
  • Training costs may qualify for the Canada-Ontario Job Grant
Fixed fee · scoped on a free callGet started →

6 weeks

Cash and Profit Boost

For businesses where costs, tariffs or slow payments are squeezing margin and cash.

  • Pricing and discount review
  • Cost and supplier savings plan
  • 13-week cash flow forecast and receivables plan
  • Margin tracking dashboard
Fixed fee · scoped on a free callGet started →

3 weeks

Tariff and Supply Resilience Review

For importers, exporters and manufacturers exposed to U.S. trade changes.

  • Exposure map by product, supplier and customer
  • Alternative sourcing and market options
  • Pricing pass-through strategy
  • Relief programs and financing you may qualify for
Fixed fee · scoped on a free callGet started →

4 weeks

Growth Strategy Sprint

For owners ready to grow, enter a new market or prepare for succession or sale.

  • Market and competitor review
  • Where to play and how to win
  • 3-year plan with targets and investment case
  • Leadership workshop and one-page plan
Fixed fee · scoped on a free callGet started →

Every package is scoped on a free call, and the fee is confirmed in writing before work begins.

Monthly advisory plans

Senior support, without a full-time hire

A fraction of the cost of a full-time COO or CFO, with the depth of a whole firm behind you. Cancel with 30 days' notice.

Essentials

Monthly plan

For owner-managed businesses that want a trusted adviser on call.

  • Monthly 90-minute advisory session
  • Monthly KPI and cash dashboard
  • Funding and grant alerts for your business
  • Email access to your adviser between sessions
Choose Essentials →
Recommended

Growth

Monthly plan

For growing companies that need senior support without a full-time hire.

  • Everything in Essentials
  • 2 days a month of fractional COO or CFO support
  • Quarterly plan and performance review
  • AI and automation roadmap, one use case per quarter
  • Lender and investor reporting support
Choose Growth →

Scale

Monthly plan

For established businesses running a major change program.

  • Everything in Growth
  • 4 to 5 days a month of senior support
  • Board and leadership pack every month
  • Transformation office for strategic projects
  • Priority access to specialists across the firm
Choose Scale →

How it works

From first call to results

01

Free call

30 minutes to understand your business and goals.

02

Written proposal

Scope, fee and timeline in writing within 3 business days.

03

Delivery

A senior adviser works with you and your team, weekly check-ins.

04

Results

A clear plan, working improvements and measurable outcomes.

Questions

Frequently asked questions

Who are the packages for?

Owner-managed and mid-sized businesses, typically with $1 million to $50 million in revenue, across Toronto, the GTA, Ontario and the rest of Canada.

How are fees set?

Each package has a fixed fee agreed in writing before we start, based on the size and complexity of your business. We share it after a free call, with no obligation.

Can government programs cover part of the cost?

Sometimes. Training elements can qualify for the Canada-Ontario Job Grant, and some regional programs fund advisory and technology adoption. We check this for you in the first call.

Can we start small and add more later?

Yes. Most clients start with a Business Health Check or Funding Finder, and the fee is credited if you continue into a larger package or monthly plan within 60 days.

Do you work with businesses outside Toronto?

Yes. We work in person across the Greater Toronto Area and Ontario, and remotely with businesses across Canada.

How quickly can you start?

Usually within two weeks of your first conversation.

Not ready for a package?

Start with a toolkit

A funding finder, an AI starter kit and financial templates you can use the same day.

Browse toolkits →

Not sure which package fits? Start with a free call.