Fundamentals Advisory Package

Welcome to ONSight Advisory! 

We’re thrilled to offer expanded services to support the needs and goals of business owners like you. 

Strategic Business Goal Setting
Shaking hands

Collaborative support

Receive the guidance and resources you need to improve your business through collaborative strategic planning.

Planning

Improved performance

Each quarterly meeting will be an opportunity to review and analyze your business’s financial performance. You will also receive information on relevant topics and recommendations for tools to improve your business’s performance. 

Success

Reach your goals

Our advisors will provide insight to help you grow and operate your business more efficiently and will ensure you’re making progress towards your goals, allowing you to create the business and lifestyle of our dreams. 

A catered experience built just for you

We create a personalized experience for you. Whether you’re a physician with their own practice, a mechanic with their own shop, a trades business owner, or any other kind of business owner, you’ll always feel understood, cared for, and at home with us.

Strategic Business Goal Setting

Fundamentals Advisory Package Services

Needs Analysis
Identify and understand what your business goals are and what the business requires and already has in place to support those goals. 

Budget Preparation
Create a month-by-month action plan to achieve your desired revenue and monitor related costs and your overall performance. This business road map will shine a light to help you manage and monitor your finances for future growth and your peace of mind. 

Quarterly Board of Advice Meeting
Benefit from dedicated time with your team of specialists to review progress and discuss strategic changes. 

Let's Get Started

To learn more about how ONSight Advisory can benefit you and your business, contact onsightadvisory@kwbllp.com or 780.466.6204.

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