The Money Tree Plan


Is meeting with your accountant just once a year to review past results just not working for you?

The Money Tree PlanTM has been designed specifically for small business owners located in British Columbia, looking for something different than the standard approach to accounting – by helping you grow your business throughout the year.

Are you overwhelmed?

Would you love to have BIG 4 accounting firm outcomes without the BIG 4 accounting firm rates?

THE MONEY TREE PLANTM is tailored to small business owners in BC, looking for an accounting service that will empower them with the ability to make sound financial business decisions while saving them time and money. No intensive written reports, just simple, easy to understand language. 

You are not just getting an accountant but someone who will be your coach and strategic financial advisor – someone who will make you love your numbers!

Benefits of The Money Tree PlanTM:

THE MONEY TREE PLANTM will grant you access to me as your Virtual CFO. I will be your sounding board on ideas, perform research on your behalf, report back on outcomes, and advise on the feasibility and implementation of proposed strategies.

Your package will include the following benefits

  • Full financial statement package:

-including year end preparation discussion,

-compilation financial statements and personal income tax return (for sole proprietors) OR

-corporate tax return (if incorporated).

  • Real time advice on management decisions to build a better business, including advice on payroll issues such as hiring, terminating, and paying employees.
  • Profitability ratio analysis of key ratios to evaluate your company’s strengths, weaknesses and opportunities.
  • Effective cash flow forecasting and budget projections.
  • Proper debt structure – know when, why and how much to borrow.
  • Best practices to track your assets, liabilities, income and expenses.


The Money Tree PlanTM will benefit:

Businesses making $10,000 per month who want to get to $15,000 per month within the next 12 months.

BC business owners that want to get organized with their accounting so they are ready for tax season.

Any small business that does not have a clear understanding of their financial health and future outcomes.

THE MONEY TREE PLANTM has been designed specifically for small business owners looking for something different than the standard approach to accounting – by helping you grow your business throughout the year.

If you have managed your own business for less than 2 years (incorporated or not), let me show you how THE MONEY TREE PLANTM can benefit you.

Format of The Money Tree PlanTM

Four (4) quarterly one (1) hour meetings are done via Microsoft Teams to save time on commuting and achieve optimal productivity.

Telephone calls, emails, and 15 – minute virtual meetings are also included throughout the year when you need real time advice.

 These virtual meetings will give you the opportunity to discuss and resolve challenges with your business and explore opportunities for growth


Sole Proprietor: $1299*/month

Incorporated: $1699*/month

*Plus GST

Is time for your business to thrive?