Performance Advisory Package
Welcome to ONSight Advisory!
We’re thrilled to offer expanded services to support the needs and goals of business owners like you.
Collaborative support
Receive the guidance and resources you need to improve your business through collaborative strategic 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.
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.
Performance 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.
Business Road Map & Forecasting
Create a month-by-month action plan to identify and plan for desired business revenue, related costs, and your overall business performance. Predict the likely future movement of money in and out of the business to ensure you can plan to manage debts when they are due.
Quarterly Board of Advice Meeting
Benefit from dedicated time with your team of specialists to review progress and discuss strategic changes.
Monthly Phone Call Check-ins
Be accountable to your goals and your action plan through monthly check-ins with your team of advisors.
Let's Get Started
To learn more about how ONSight Advisory can benefit you and your business, contact [email protected] or 780.466.6204.
Related Blog Posts:
Creating a Road Map for the Future of Your Business
To realize the future you dream about for your business, you need a road map and an action plan for how to actually achieve it.
2023 Canadian Tax Reform: Understanding the Changes to Canada’s Alternative Minimum Tax (AMT) and Budget Measures
The Department of Finance Canada has proposed updates to the Alternative Minimum Tax (AMT) for high-income individuals as part of the Budget 2023 consultation. These
Impact of Canadian Dental Care Plan on Employers: Your Guide to 2023 T4 and T4A Reporting Changes
As part of Budget 2023, our federal government announced a new Canadian Dental Care Plan (CDCP) to make oral health care accessible to more Canadians.
How to Improve Business Performance with a SWOT Analysis and Strategic Goal Setting
The start of a new year is a perfect time to evaluate your business’s current performance and to make strategic plans for improvement. A SWOT