Your best starting point is the YBL Insight Analysis
Here’s why
As a growth-oriented business owner, you’re here because you know your financials could be working harder for you. You’re ready to get straight to what matters. The YBL Insight Analysis cuts through the noise, delivering deep, actionable insights in days – because your time and money are too valuable for guesswork.
Unlike a free consultation that skims the surface, the YBL Insight Analysis provides deep insights to drive growth.
Starting at $499, the YBL Insight Analysis will:
- Deliver a crystal-clear picture of your financial health and performance
- Identify tax-saving strategies
- Uncover accounting inefficiencies
- Assess your CRA compliance risks
- Review potential financing, loan and grant opportunities
- Provide you with a clear path forward and actionable insights
Why invest in the YBL Insight Analysis?
Gain insights worth thousands in just days, not years
Protect you against unseen financial risks before they become costly problems
Replace guesswork with tailored, data-driven strategies
Identify and fix accounting inefficiencies dragging down your profits
Make informed decisions about your business's future, starting now
Arm yourself with the insights to make informed decisions, whether you choose to work with us or not.
Click play to hear why top businesses choose our discovery-driven approach.
YBL has been an invaluable partner to Walton Restoration, supporting us through pivotal transitions and steady growth. Their multi-faceted approach to managing our financial and administrative needs—from bookkeeping to payroll and government remittances—has been instrumental.
What to expect
Fill out our brief business questionnaire
We'll request secure access to your CRA accounts and accounting files
Our team conducts a thorough analysis in just 5 business days
Receive your comprehensive presentation with a video walkthrough and analysis
Schedule a one-to-one consultation to explore how our VCFO services can help you and your business
Can your business afford to miss out on this level of insight?
Don’t let another day of potential savings and growth opportunities slip away. Our YBL Insight Analysis is your fast track to financial clarity and business success.
Still have questions?
Check out our FAQs below.
The Insight Analysis is a comprehensive review of your financial records and processes. We examine key areas such as bookkeeping accuracy, CRA compliance, financial health, tax efficiency, and funding options. Our goal is to provide clear insights and actionable recommendations that help strengthen your business’s financial foundation.
Our review covers:
- Accounting File Deep Dive: Evaluating bookkeeping accuracy, your Chart of Accounts, and alignment with operations.
- CRA Account Review: Checking filings, outstanding balances, and any interest or penalties to ensure compliance.
- Financial Health Check: Analyzing key metrics to identify strengths, areas for growth, and improvements.
- Tax Planning Opportunities: Reviewing income and expense structures to optimize overall tax efficiency.
- Funding Opportunities: Identifying possible avenues (loans, grants, advances, invoice factoring, tax credits, investments) to support growth and stability.
You’ll receive:
- A Presentation: Outlining our findings and recommendations.
- A Walkthrough Video: Explaining the presentation to ensure you understand the insights and their implications.
- A Management Report: Summarizing your last complete fiscal year and including key performance indicators (KPIs) to provide a clear snapshot of past performance.
Once we have full CRA access, accounting file access, and any requested documentation, we commit to completing the Insight Analysis within 5 business days. Actual timing may vary based on complexity and current workload, but we strive to stay within this timeframe.
The Insight Analysis is a flat fee of $499 plus tax. This price reflects the time and expertise our team invests in delivering a thorough, actionable review.
If you decide to move forward with our services after reviewing your Insight Analysis, you can book a proposal meeting using the link we provide. We offer various levels of Virtual CFO (VCFO) support—from a basic tier (closest to controllership) to more comprehensive advisory services—ensuring we can tailor an engagement that meets your business needs.
If you have any questions, simply email [email protected]. Our team is ready to clarify findings, discuss recommendations, or offer additional guidance.
No problem. The Insight Analysis itself is a valuable resource, providing direction and clarity. You may choose to implement the recommendations in-house, work with another firm, or move forward with us—either way, you’ll have gained beneficial insights into your financial situation.
After reviewing your Insight Analysis and the associated materials (presentation, video, management report), you can use the booking link we provide to schedule a proposal meeting. During this call, we’ll discuss our VCFO service offerings and how they can support your business objectives.
Our aim is to deliver valuable, actionable insights. If you feel something is missing or unclear, reach out to [email protected]. We’re happy to provide clarification, address concerns, or discuss adjustments. While we can’t guarantee a particular outcome, we’re committed to ensuring you understand the findings and how to act on them.
Your privacy and data security are paramount. We use secure methods to access your accounting files and CRA accounts, and we handle all provided information with strict confidentiality. We never share your data with third parties without your explicit permission. If you have additional questions about our security measures, feel free to contact [email protected].