To understand the basis of your concerns, projects, goals, or other matters.
Provides opportunity for potential clients to discuss current, needs, challenges, opportunities and receive feedback and insight into overcoming challenges. S3 will provide one-page summary related to advice provided during consultation.
Includes crafting business plans, pitch decks & videos, to financial guidance, tax advisory, systems support, and business structuring consultation.
Includes accounting, accounting information systems (QBO, Xero, etc.), financial analysis, financial statement preparation, managerial reporting, and financial management topics.
Includes individual and business tax areas. There will intake questions, information gathering, research, and follow-up. on tax-related matters.
Includes grants policy, grant program design, grant writing, grant review, grant reporting, and grant audit areas.
Data Analysis: Includes design and implementation of analysis and tools for individual and business-related data. IT Audit: Includes examination of IT infrastructure. policies, and operations.