With years of experience, we can help you build a financial platform to act as a launchpad for growth and realize your business’ full potential. Achieve your “Be an Owner not an Operator” dream with us.
Ensure you are hitting your targets by conducting monthly meetings, closely monitoring key performance indicators (KPIs), work in progress (WIP), and profit and loss (P&L). Gain more confidence to lead your team in a productive way by laying down firm boundaries so the team knows how to respond and be prepared to any situation.
We would love to provide valuable insight into the financial side of your business and be the “someone” to proactively discuss and reevaluate the strategic direction you were moving in. Someone that has your interests at heart can listen to your ideas as you sound your way through them. Fractional CFOs are not as emotionally invested in the business, so we are able to give sound advice from an outward-looking perspective.
With our huge amount of experience working with a variety of small to medium-sized businesses we are confident we faced almost every imaginable situation that came our way, good and bad. We can help you on diversifying your product offering by acquiring other businesses and led you through the exit planning process leading up to the successful sale of the business that will enable you to retire.
Ishali is genuinely interested in your success. Whatever service she provides is done with your personal best interest in mind. She takes the time to have a clear understanding of your needs and caters to them while providing beneficial professional advise. I strongly recommend doing business with Ishali.
I have been working with IDM since last year and they have been great. Their team is extremely knowledgeable and always responds promptly to any questions I have – which I appreciate since I am not super familiar with the taxation system. It is truly a pleasure to work with them and we will continue to patronize IDM for our accounting needs for years to come.
“I have worked with many accountants over the years and Ishali is by the far the most sincere of them all. She is honest and gives great advice by setting proper expectations while minimizing tax and risk. What else could you ask for from an accountant?
I want my accountant to get as close to the line as possible, but not to cross it. I have paid the price for accountants who have impressed me with sketchy practices. If you want solid advice and a dedicated accountant that makes you feel like you are the only client they have, IDM is the place for you.”
Being a dual citizen with multiple corporations in USA and Canada, I was anxious about double taxation even though there are tax treaties. Ishali and everyone at IDM team has provided me with the white glove service responding to every anxious email from me and gone above and beyond to ensure that i do not pay a single dollar more than i have to. Last year, with all the tax planning strategies, they were able to save me $75,000 in tax.
Get ready to move your business forward, strategically. Book a consultation with one of our advisors, now.
IDM Chartered Professional Accountants – Copyright 2022
3495 Rebecca St, Unit 210,
Oakville, Ontario, L6L 0H3
(905) 567-0706
11278 Los Alamitos Blvd. Suite 333
Los Alamitos CA 90720
1 (562) 799-1414
166, College Road, 2nd floor,
Harrow, Middlesex, HA1 1BH
0208-872-4359