Financial Strategist Solutions
for Your Ottawa Business
Contact Us Now
Secure Your Financial Future
With a Custom Strategy
When it comes to financial planning, there are a number of advisors or companies that you work with. All these sources can be hard to organize and manage, making it difficult to achieve your goals for growth in a timely and efficient manner. After years of clients asking for a service like this, our team at Beck Ltd is finally ready to deliver! We’re here to help make things easier to understand and manage your approach to financial planning.
Whether our clients are looking for ways to diversify their financial investments or decide on the next best move to grow their business, we can help. Through our financial strategist services, we’re offering our expertise to help you make informed financial decisions.
Pricing & Plans
Basic Consultant Package
Planning & Goal Setting
$450 per quarter
- Assessment of your current business strategy
- Creation of goals that will help you grow your business
- Quarterly check-in to discuss progress
- 1 meeting per quarter
Business Growth Package
$1,350 per quarter
- Services from tier 1
- Development of a road map to achieve business growth
- Monthly check-in to discuss progress
- 1 meeting per month
Custom Consulting Package
Contact for pricing
- All services from tier 1 & 2
- Frequent reporting on goals
- Regular check-ins to discuss progress
- Additional services are available, contact Beck Ltd. for more information
Our Financial
Strategist Service Tiers
Let us help you make sense of your business, set goals for growth, and achieve them so you can focus on what you do best – running your business.
Planning & Goal Setting
We’ll take a look at your business and take the time to understand how you operate. In collaboration with you, we’ll help you plan goals and strategies for growing your business. Through guided sessions, we’ll work with you to create a plan and set goals that will help you plan for future growth.
The planning and goal-setting tier of our financial strategist services is personalized and goal-based. After our initial planning meeting, we’ll check in with you semi-annually to see how things are going. We’ll talk about what is working and what isn’t and re-evaluate your goals to adjust accordingly.
Implementing & Achieving Goals
Through our business consulting services, our team can assist with creating budgets, compiling cash flow projections, drafting year-to-date analysis, and more. We understand that these tasks and inflow of information can be overwhelming while you run your business. We’ll work with you to help break down the intimidating barriers that exist around financial planning.
Our approach allows for knowledge building in terms of “how your company works” so that you have a complete understanding of how to measure the results.
Reporting & Monitoring Goals
Setting aside time as a business owner to manage accounting responsibilities is difficult. At Beck Ltd. we offer Cloud Accounting services to work around your busy schedule.
Once your profile is set up and loaded onto our cloud-based platform, you’ll be able to access information in real-time. With our cloud accounting services, you can count on us to help you grow your business effectively and efficiently.
