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Our personal and small business consultants are specialized in their field. We provide accounting reports on your business for you to see where your money is going, whether it's overspending or cutting back where you may consider it's needed. You can see if you are overspending and where you may consider cutting back. Ottawa Consultants will help you understand spending and allow us to strategize your finances. We will assist with your business's bookkeeping, as well as be able to provide financial valuations if you are looking to sell or buy a business. Ottawa Consultants can help you with preparing and filing your taxes. We will help you maximize your tax return by helping you claim everything eligible so that you can focus on the development of your small business.

Ottawa Bookkeeping Services


Ottawa Consultants provides bookkeeping services to small businesses, associations, not-for-profit organizations and corporations. Bookkeeping is one thing that pops into just about anyone's mind when they think of accounting. Accurate bookkeeping is critical to the success of a business. Bookkeepers record and reconcile all the transactions that take place within your company. This includes determining which account a transaction affects. If you do not have an accountant or find yourself in need of additional assistance with bookkeeping, contact Ottawa Consultants today!​

Ottawa Small Business Tax Preparation Services

Every business has the responsibility to file a tax return, but only professional tax consultants can help you optimize your situation. A recent survey by H&R Block showed more than 70% of small businesses outsource tax preparation. Ottawa Consultants can help a business prepare ahead of time for taxes by providing tax planning services. Tax planning is an attempt to optimize your tax situation before it's time to file your taxes.

Business Succession Management 


One of the biggest challenges of an entrepreneur as they near retirement is how to maximize the return on the years of investment, financial and sweat equity tied to their business. It is never too early to start looking at ways to ensure your business sells at its highest value. Ensuring key roles are staffed, training is up to date, financial records are in verifiable order, and knowledge transfer can happen smoothly through succession management. This will ensure that your business can survive a transition to a new owner or new generation of the family. We have Succession Management Experts who can help ensure your business is set up today so you can see the best returns on your most significant investment.

Ottawa Small Business Valuations


Selling your business is often a difficult step. How to put a price on all those years of work and investment? You never want to sell a business for less than it’s worth, nor would you like to value the business so high that it turns off potential buyers. Assessing the proper value of a company is essential because it will help ensure a quick and fair sale. A valuation can be used for financing requirements, shareholder dispute resolution, divorce settlements, estate planning, and many other reasons. Ottawa Consultants use business valuation experts who can guide you through the process through different valuation methods to come to a complete and accurate picture of the worth of your business.

Book Your Complimentary Financial Consulting Session Today

We offer a complimentary 30-minute introduction session. Contact us to book yours today at or by calling 613-704-2866.  You are also welcome to visit our "Contact Us" page and fill out the form. Someone will get back to you within twenty-four hours.

Ottawa Consultants, Financial Coaches, Small Business, Bookkeeping, Business Valuations, Tax Preparation, Budgeting, Planning

Ottawa Small Business Accounting, Bookkeeping, Business Valuations, Budgeting & Financial Coaching.

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