How ARC Advisory Works:

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We will do a full review of your prior tax returns and bookkeeping. We set up a schedule to ensure a smooth transition and nothing is missed. We will identify areas you might be missing out on like tax credits through missed expense claims or programs you aren't aware of. We will claim back any tax amounts you are eligible for as part of this set up process.

We can utilize the bookkeeping and accounting team you already have in place or you can outsource your entire accounting to us. Click below for bookkeeping information:

Compliance is taken care of. This might be where your last accountant stopped but it is where we are just beginning:

Now it's time to focus on exploring your business with you. Together we will identify efficiency and synergy opportunities as well as areas of weakness that need to be worked on. 

As an owner operator you have more to worry about than just your business. We will look at the whole picture with you and discuss long-term personal planning: succession, estate, shareholder remuneration.

We have the initial plan in place and it is time to get to work. We will implement the new services to help manage your business. This process never stops, together we continue to brainstorm new ideas and if we find a service we agree will benefit your business we will add it on.  You are never committed to any specific service. It's simple: we only provide services that we both see adding value to the business.

Example Advisory Services:

- Key Success Metrics and Reporting

- Cash Flow Forecasting

- Inventory System Design and Analysis

- Job and Product Costing

Reporting and metrics are only as good as the data being inputted. Once we agree on goals to work towards, we will show you what systems need to be added and improved to your day to day operations to meet those goals. A monthly data risk management plan will be designed and implemented.

We integrate your staff into this plan. We are all working together towards one goal. Now you have an expert managing this aspect of your business. This gives you a piece of mind and a new tool to grow your business.

Now we have the tools in place to give you pro-active advice to manage your business. Once per month we will do a business review with you that is customized to help manage your business. You now have the information you need at your fingertips and a trusted advisor you can count on to keep you on track. You will feel in control of your business and will start to see opportunities in a places you had never thought of before.

Now that you have a strong accounting system in place there is no more worrying about deadlines. We are set up to automatically do your filings. Year end is an after thought. There is no guesswork with how much you are going to owe for GST/HST. With the new information available to you, and through our monthly check ups, you can stop worrying about what happened in the past and focus on what you are going to do in the future.