One-Day Intensive

VIP Financial clarity day

A full day of dedicated, expert attention on whatever is most pressing for your finances — no ongoing commitment required. You arrive with a problem. You leave with a clear plan.

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SEE HOW IT WORKS
Who it’s for

Open to anyone — at any stage

This isn’t just for business owners. If you’re carrying financial stress, confusion, or a backlog you’ve been avoiding, this day is for you.

Individuals & Families

Personal tax catch-up, understanding your financial picture, or navigating the financial side of a major life transition.

New Businesses

Getting your books in order, understanding your numbers, or preparing the financial foundation for a loan or grant application.

Existing Businesses

A business performance deep-dive, cash flow reset, systems overhaul, or tax situation review — whatever needs your attention most.

What we can cover

Your day, tailored to you

Every VIP day is built around what you actually need. Here are some of the areas we commonly work through together — we’ll prioritize based on what matters most to you.

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Business performance review — identifying risks, opportunities, and areas for optimization

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Cash flow planning — build a custom cash flow plan to meet your goals

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Financial systems audit — streamline your back office and improve how your numbers flow

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Loan & grant preparation — build the financial package you need to apply with confidence

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Bookkeeping backlog cleanup — catch up on months (or years) of outstanding books

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Tax situation review — identify savings opportunities and flag risk areas

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Debt management planning — develop a clear, realistic plan to manage and reduce debt

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Major business transitions — financial planning for expansion, restructuring, or preparing for investment

How it works

A structured day, without the rigidity

Every VIP day is built around what yThe day is divided into two focused working sessions — with space in between to breathe, process, and regroup. Two weeks later, we reconnect to make sure everything has landed.

01

Morning Session

2.5 hours — we dig in. Assess where things stand, identify priorities, and start working through the most pressing items together.

02

Afternoon Session

2.5 hours — we build. Turn the morning’s clarity into a concrete plan, work through the details, and make sure you leave with something actionable.

03

Integration Call

1 hour, two weeks later — we check in. Address any lingering questions, review progress, and make sure the plan is actually working for you.

Available in-person in Collingwood & surrounding area, or virtually over Zoom.

Investment

$1,497

Payment plans available

This includes your full day (both sessions), all preparation and follow-up, and your integration call two weeks later. No hidden costs, no hourly surprises.

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Ready when you are

The hardest part is getting started

No matter the state of your finances, we’ll work through it together — without judgment, at your pace. Reach out and we’ll figure out if this is the right fit.

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