The GrowMax CFO Program

Grow your revenue to the next level with our expert growth strategy services, focused on product management, marketing strategies and salesforce development.

Financial StrategyTalent StrategyGrowth Strategy
Strategic Planning

A strategic plan defines who you are as a business and lists concrete actions to achieve your goals.

Raising Capital

Raising capital is when an investor or a lender gives a business funds to assist with starting, growing, and managing day-to-day operations.

Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.

Financial Forecasting

Financial forecasting is the process by which a company thinks about and prepares for the future.

Talent Strategy
HR Compliance

HR compliance is the development of procedures and policies that ensure you carry out fair practices according to law and regulations.

Learning & Development

Learning and development is a systematic process to enhance an employee's skills, knowledge, and competency, resulting in better performance.

Recruitment & Compensation

Provides analysis for compensation programs that support the recruitment and retention of high-quality faculty and staff.

HRIS Development

Human resource information system (HRIS) is a software or online solution that is used for data entry, data tracking, and the data management of all human resources operations of an organization.

Digital Strategy
Business Model Strategy

A business model is a structural model of how a business is going to operate in the market and how it is going to make money.

Marketing Strategy

A marketing strategy refers to a business's overall game plan for reaching prospective consumers and turning them into customers of their products or services.

Web Development

Web development is the tasks associated with creating, building, and maintaining websites and web applications

Process Automation

Process automation is the use of technology to automate repeatable, day-to-day tasks.

Our Approach

Book Consultation

Speak with our advisors about your needs.

Customize Plan

Design a plan that works for you.

Accelerate Growth

Receive recurring updates and gain access to a full management team.

Learn About Our
GrowMax CFO Program

We have provided a mix of blogs, videos and checklists to help you understand how the Program helps growth-oriented entrepreneurs increase revenue dramatically.

Key Benefits To Our Customers
  • Attract key accounts to grow revenue
  • Increase profits with price premiums
  • Improved brand value and cash flow
  • Higher cross-sell and upsell
  • Build your team's revenue excellence
What clients say
Kit and his team are true business partners. They take the time to understand the operating context behind the numbers and then go above and beyond to deliver, including: Tax planning, Capital structure, Budget planning, Expense controls, Growth strategy to name a few.
David Potter
President, SkinHealth Canada
We have loved working with Kit to develop our go-to-market strategy. He has an extraordinary ability to bring clarity of vision. Kit understands the big picture at a fundamentals level, but has also rolled up his sleeves to help us navigate our path forward in detail. His passion iscontagious & you can tell that he makes those around him better. I couldn't recommend his services enough.
Caleb Kelsey
Director, Business Development
Quickstream Solutions Inc.
Kit and his team strive to provide exceptional service. They are prompt for providing support and offer a tremendous amount of value with regards to tax planning. Big firm quality with small business care and attention. Proactive vs reactive, which is refreshing these days. Always a pleasure working with this company.
Clint Schenk
Owner, Lambton Sanitation
Kit is well-versed in many fields of both accounting and strategic initiatives. He has provided very competitive pricing while maintaining a very high level of service to us.
Robb Nelson
Owner, Family Lending Group

The ValueMax CFO Program

Our approach to comprehensive financial management is staffed by CPA/CAs.

We drive the following outcomes:

  • Maximize your cash flow and improve your valuation.
  • Minimize your tax rate and financing costs.
  • Grow your profit margins by improving cost advantages.

The GrowMax Program

Our approach to comprehensive financial management is staffed by CPA/CAs.

We drive the following outcomes:

  • Improve customer service and pricing power.
  • Develop your sales and B2B marketing systems.
  • Strengthen your cash flow and return on capital invested.

The CultureMax Program

Our approach to comprehensive financial management is staffed by CPA/CAs.

We drive the following outcomes:

  • Attract, retain, develop and engage the best talent.
  • Improve employee experience using people analytics.
  • Develop a winning workforce mindset and culture.

Product Management Drives Innovation

  • Meet market needs with your offerings and grow your margins.
  • Address customer feedback with a product roadmap and retain your customers.
  • Add cross-sell and upsell opportunities to your offerings.
  • Leverage product economics to make smarter pricing decisions.
A small arrow that helps you go back to the top of the page.

Marketing Strategy Drives Brand Value

  • Develop messaging that resonates with target clients and grow your accounts.
  • Personalize marketing campgaigns for continued growth of your strategic accounts.
  • Leverage thought leadership to build a community of loyal customers and potential customers.

Sales Strategy, CRM and Pipeline

  • Create sales protocols that help you close more deals by higlighting your unique selling proposition.
  • Align your account management plans with your marketing strategy and grow your revenue.
  • Gain better visibility on your sales pipeline by conducting detailed pipeline reviews.