Do you need an accountant or a financial business advisor?
If you are a small business, you are probably better off with a financial business advisor than just an accountant.
Here is why: accounting is for control and short-term tactics, finance is for growth and long-term decisions. Small businesses need to make good business decisions for both the short and the long term. We are CPAs with a business mindset; we combine accounting and business long term business advisory.
– Julio Young, CEO at Engelmann Business Advisors
The power of 30 years of experience
We have been helping small businesses since 1998
Whatever your challenges, we know them (almost) all. Take advantage of this experience and offset the burden of thinking and making crucial decisions alone.
After a thorough analysis of what we have been doing in the last 30 years, we have selected the services we believe best address the specific needs of small businesses. These services will risk-proof your business and ensure its continued success.
Client Testimonial
We are a well-established business with a strong operations culture. We were looking for an experienced financial advisor to complement and support our internal team. Engelmann did that perfectly fine. Their external and unbiased approach was invaluable in assessing the quality of our revenue streams and cost structure, which has had a positive impact on our decision-making process.
– Tamara Merchan, VP of Operations at BMS Plumbing & Mechanical.
Small, agile, and convenient. Yes!
When you hire us, you get a small, agile, and very efficient team.
We are high-tech and low bureaucracy, so you will have direct access to all team members through your everyday apps or a simple phone call. Anytime. No gatekeepers.
Our mobile app will allow you to scan, upload and sign documents in a breeze.
In addition, you will have access to our services as needed rather than committing to a full-time in-house CFO.
Learn MoreBusiness owners come first
Too often, business owners sacrifice themselves for the sake of the business. However, in our approach, business owners come first. This is the best way of ensuring the business’s longevity.
Without the proper context, numbers are poor storytellers. So rather than taking care of your numbers, we will take care of you as a business owner.
Client Testimonial
I had just arrived from Chile and BC was unfamiliar territory. I knew we needed help because the regulations in Canada are significantly different, and so is the business culture. Engelmann’s international expertise was an immense help.
Although our relationship started as a one-time deal, we asked them to stick around as external advisors. We appreciate the way Engelmann helps us keep all KPIs in check. We couldn’t be happier.
– Rodrigo Morgado, CEO & Founder at Octo Inc.
Insightful oversight from an outsider’s perspective
We make the tough questions and help you make the tough decisions. We need to dive into your business and your personal circumstances.
Working with Engelmann, you will get access to a skilled outsider perspective with over 30 years of experience. You will get an insightful oversight of your business that will pay off over time.
Engelmann is a platform, not just a service
The old ways are gone. The gap between big and small businesses is vanishing.
Technology allows small businesses to team up and scale without the nuisance of sizing up. This ability to expand and contract according to needs is paramount for modern organizations’ efficiency.
However, technology alone won’t cut it. You will need to find the right people, build trust, and secure proper guarantees. Working with us, you will leverage our network across North America, Asia, Europe, and South America.
Client Testimonial
Engelmann has become an integral part of our team. We now consult with them about everything, and they not only take care of our taxes and set our KPIs, but they also bring an older generation’s perspective and expertise to the table. I used to worry a lot because we are a young team, but not anymore.
– Jeifrich Garcia
99% digital
Our everyday operations are 100% digital, and for a good reason: digital technologies have taken the quality of our work and our clients’ experience through the roof.
However, our operations maintain an elevated level of social and personal interaction with our clients and partners. We want to keep digital technologies working for us, not the other way around.
*We have a data residency policy. We store our data in Canada, and we follow Canadian security and privacy laws.
Client Testimonial
My business strategy revolves around speed. When I see an opportunity, I act on it immediately. I don’t wait. It can be challenging to keep up with me, but the Engelmann team has managed to do so. They have become an essential support system for me. For instance, taxes used to be a headache because of the numerous businesses I have, but they developed a framework that works great for me. Otherwise, I would have been in serious trouble. They also provided me with education on budgeting, forecasting, and analyzing financial results.
– Heather Clark
Our Services
Manage cash flow
- Set-up budgeting as a standard practice.
- Enforce fiscal discipline.
- Estimate your upcoming results and needs (financial forecasts).
- Implement tax-efficient strategies.
Drive Growth
- Assist capital raising.
- Provide the reporting framework to value the company and determine goodwill.
- Maintain relationships with strategic capital partners: banks, investors, and partners.
Promote Financial Health
- Create internal control processes.
- Create a framework for corporate governance (reporting to stakeholders).
- Build the finance team.
Mitigate risk
- Review insurance coverage and ensure financial reserves are in place.
- Work with legal advisors to ensure legal agreements compliance.
- Review IT needs and security risks.
Maximize Value on Exit
- Develop a succession plan to support exit strategies.
- Create standard operating procedures to facilitate smooth transition.
- Review options: passing the business to the next generation, selling to employees, or selling to a third party.
- Keep the succession plan current.
- Minimize tax costs, implement asset protection structures, and protect wealth.
British Columbia, rain or shine
We are partial not just to BC but the whole Pacific Northwest. We love this land and its peoples.