Financial Advisory entails strategic business consulting aimed at assisting businesses in defining and achieving their financial goals. Our approach involves developing practical strategies to optimize profitability, cut costs, manage taxes, and eliminate debt.
Financial Advisory entails a thorough examination of both historical financial data and future projections. This process results in the creation of a well-structured roadmap, offering business owners the essential information required to make informed decisions.
Our Financial Advisory services extend to both the business and its owners, ensuring meticulous attention to the design of the business structure, processes, and tax planning. This comprehensive approach is crafted to deliver security, regulatory compliance, tax optimization and sustained financial success.
Our Financial Advisory services are ideal for businesses with a few years of experience seeking refined financial systems. If you value proactive guidance throughout the year, have a dedicated bookkeeper with established cloud systems, and need strategic insights into future sales, expenses, and cash flow, our services are designed for you.
Gain a reliable partner for ongoing strategic advice, ensuring your business stays on the path to sustained success.
If you're feeling overwhelmed by accounting and tax issues, unsure about cash flow, seeking strategies to minimize taxes, or in need of ongoing support for various business issues, our services are tailored for you.
We tailor packages to cater to your specific one-time or recurring needs.
A single meeting to address your immediate needs, providing detailed next steps to boost your confidence in your financial information.
A comprehensive review of your current business systems coupled with a full one-year financial forecast. This package delivers a clear roadmap and actionable steps to ensure your success.
Building on the Business Diagnostic, this package includes monthly financial performance analysis and ongoing strategic coaching to guide you consistently toward your goals.
You connect by email and we'll send you a quick questionnaire to complete and return.
We will book a call to discuss how we can assist you and your business.
A specialized package of services will be prepared and once you accept, we will get started.
Kim Heath is an accomplished professional, holding the designations of CPA, CA, and corporate lawyer, with an impressive 25+ years of experience guiding companies through every stage of development, from startup to exit strategies. This dual expertise has equipped her with a uniquely powerful skill set, enabling her to devise strategies and solutions from a expansive perspective. Kim stands out as a dual professional, offering unparalleled expertise as an advisor.
Having counseled hundreds of small businesses and founded her own CPA firm, Kim possesses first hand insights into the challenges of business. Recognizing that accurate forward-looking financial information is pivotal for success, Kim's advisory prowess goes beyond conventional guidance. Her expertise and analysis provide a visionary look into your financial future, enabling ongoing decisions that maximize profitability and business sustainability.
"I love working with Kim because she's one of the most brilliant, detail-oriented, practical and clear professionals I work with. She's amazing at guiding her clients with her strong legal and financial backgrounds, and with a human touch as well."
- Elizabeth Mah, Founder and CEO of Paperclip Law LLP
"Kim provides a unique perspective by virtue of her accounting and legal background as well as being a business owner. She is a top professional who provides excellent service and advice and I would highly recommend her services."
- Bob Sanghera, Managing Partner, Smythe LLP
"CloudBooks has not only transformed our financial systems but also saved us thousands in annual audit fees. The precision and responsiveness of their work are exceptional. With Kim's ongoing guidance, we have full confidence in our financial position."
- Erin Waugh, CEO, Cycling British Columbia
CONTACT US
Fill out the form below, we'll send you a quick questionnaire and schedule a time to chat.
Kim and CloudBooks have revolutionized our business from tax planning to best practices allowing us to focus on our growing clinic instead of issues well outside our scope of expertise. I'd highly recommend CloudBooks to any small or medium size business looking to optimize their finances.
— Dr. Tod Pelly, Founder of The Pelly Clinic
hello@cloudbookscpa.com
ADDRESS
PO Box 44195 Kensington Square, Burnaby, BC V5B 4Y2
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