Written from a CPA and lender perspective, these books are designed to help entrepreneurs, advisors, and professionals prepare business plans and financial analyses that stand up to real-world scrutiny.
View Books Talk About Your PlanThese books reflect the same approach we use in our consulting work: clear structure, lender-ready financial logic, and practical examples drawn from real business situations in Canada and beyond.
How to build a lender- and investor-ready business plan.
Business Plan Essentials walks readers through the full structure of a professional business plan—from executive summary to financial projections—using plain language and practical examples. It is especially helpful for entrepreneurs who are preparing plans for banks, immigration programs, or private investors and want to understand what decision-makers actually look for.
A practical guide to analyzing numbers before you invest, lend, or acquire.
Financial Due Diligence Essentials is designed to help readers go beyond surface-level financials and understand the story behind the numbers. It focuses on what lenders, investors, and acquirers actually check when they review financial statements, tax returns, and projections for a business.
If you are a professional association, accelerator, or educational program and would like to bulk order copies or integrate these books into your curriculum, please contact us to discuss partnership options.
Whether you are raising capital, applying for a loan, or preparing an immigration business plan, we can help you turn the concepts from these books into a concrete, lender-ready document for your specific situation.