Services.

You might be an entrepreneur, or you might be managing a company, or you might be running a not-for-profit organization. Whatever the case, you are making a real, practical difference in the world with the work that you do and we salute you.

You have a vision for the future (for yourself, for your clients, or for a larger cause) and we will work hard to help you get there.

Accounting

The organizations we work with benefit from accounting information that is timely, objective and brings clarity to their decisions. We help you with everything from designing an accounting system, to providing bookkeeping services, to managing your payroll, income tax and other commitments. We can also train your staff and provide ongoing support. We go to bat for you during tax reviews and other challenges. When it’s time to take the next step, we are ready when you are with grant applications or a new business plan. Our plans work in the real world because we already know you and your organization and understand first-hand the real challenges you face. We help you identify the data you most need to monitor. Release the story inside the numbers and make confident decisions grounded in real world data.

Operations

Now, more than ever, it is important to be able to respond quickly to new opportunities and be ready for new challenges. To make this happen, we believe that the structure is the solution. Streamlined processes, information at your fingertips and, most importantly, teams that work effectively all combine to create a well-run organization that can agilely move in any direction.

Strategy

We use a collaborative approach to strategy that helps you craft your next steps or your next strategic plan. We help you:

  • Take stock of your situation
  • Pull your team together
  • Refine your vision
  • Find your unique position and your unique story
  • Set your goals
  • Implement and monitor your action plan

Strategy is the road map that takes your organization where you want it to go.

Peggy Lauzon speaks at the Be Your Own Super Hero! Women’s Leadership Conference, 2017