• Industries:

    finance ✕

Expertise

  • Business Strategy
    • Analytics & Data Science
      • Custom KPIs and Indicators
      • Dashboards
      • Data science
      • Statistical analysis
      • Visualizations
    • Brand
    • Brand Messaging
    • Brand Storytelling
    • Brand Strategy
      • Investment Promotion
        • Investment Promotion Strategy & Target Acquisition
    • Business analysis
    • Business transformation
      • Process engineering
      • Sector Development Strategy & Roadmap
      • Transformation Strategy & Roadmap
      • Workflow planning and mapping
    • Composite Measures / Score Design
    • Corporate Strategy
      • Global Expansion
      • PMO Assessment & Recommendations
      • Sourcing Strategy & Roadmap
    • Go to Market Strategy
    • Governance
      • Board membership
      • Board recruitment
      • Board/committee leadership
      • Creating/structuring board committees
      • Creating/structuring boards
      • Reporting to a board
    • Innovation
      • Ecosystem Mapping
      • New technologies and web3
      • Pursuing new market opportunities
    • Marketing & Sales Funnel Analysis
    • Mergers and acquisitions (M&A)
    • Operating a business
      • Operating model design and implementation
    • Operational strategy and planning
      • Global Operations
      • Red Teaming or Alternative Analysis
    • Stakeholder Management
    • Startups
    • Strategic Planning
  • Communications
    • Communications Guide
      • Messaging Bible
    • Communications Strategy
    • Content and Copy
      • Business Names & Slogans
      • Content Strategy
      • Content templates
      • eLearning content
      • Email Copy
      • Grant writing
      • Sales Copy
      • Sales proposal writing & templates
      • Scriptwriting
      • Speechwriting
      • Technical writing
      • Translation
      • UX Writing
    • Podcasts
    • Presentations
      • Presentation Training
    • Thought Leadership
  • Finance
    • Accounting
      • Accounting software
      • GAAP
      • Regulations & standards
    • Bookkeeping
      • Bookkeeping
    • Break Even Analysis
    • Business expense reduction
    • Business optimization
    • Business Scenario Modeling
    • Capital & financing
      • Class Action
      • Debt and equity financing
      • Employer funding including Tax Credits
      • Grants and subsidies
      • Innovation funding including tax credits
      • Investors
      • Lease Audit
      • Loans
      • Valuation
      • Venture capital
    • Cash flow
    • Demand Forecasting
    • Estate Planning
    • Financial Planning & Analysis
      • Break-even strategy
      • Business modelling
      • Demand forecasting
      • Revenue forecast
      • Valuations
    • Financial Projections
    • Financial technology
      • Quickbooks
      • Xero
    • Grants
      • CanExport
      • Government Grants
      • NRC-IRAP
      • Ontario Centers of Innovation
    • Insurance
      • Corporate insurance
      • Life insurance
      • Personal insurance
    • Payroll
      • Deductions
      • Payroll software
    • Risk
    • Sales Forecast
    • Taxes
      • E-business Tax Credit
      • Multimedia Tax Credit
      • OIDMTC Tax Credit
      • Property Tax
      • Sales Tax Recovery
      • Tax Credits
      • Tax planning
      • Tax preparation
  • Human Resources
    • Compensation & benefits
      • Contracts, hiring and firing
      • Employee benefits
      • Group benefits
      • Hire and retain employees
      • Key person insurance
    • Compliance and employee standards
    • Culture
      • Diversity
      • Diversity, Equity, Inclusion, and Belonging (DEIB)
      • Engagement
      • Equity
      • Inclusion
      • Mission and purpose
      • Office culture and work-from-home
    • Employee Relations
      • coaching
      • Consulting
      • etc
      • Investigations/Mediation
      • mentoring
    • Learning & Development (L&D)
      • Benchmarking (NPS, MTM)
      • eLearning Design
      • eLearning Development
      • In-person and virtual Workshop facilitation
      • In-person Workshop Design and Delivery
      • Instructional video development
      • Job Aids
      • Kirkpatrick's 4 Levels of Evaluation
      • Knowledge Checks
      • Learning Path development
      • Learning Program / Curriculum Design
      • Voice over
      • Webinar Design and Delivery
    • Occupational health and safety
    • Organizational structure
      • Functions, accountabilities, positions
      • Job Descriptions
      • Organizational design
    • Payroll services
      • Deductions
      • Global payroll
    • Performance management
      • Competency Framework
      • Needs Assessment
      • Performance gap analysis
    • Policies
    • Strategic HR Planning
      • Organizational Design
      • Policies and Processes
    • Talent acquisition & recruitment
      • Background screening
      • Hiring strategy
      • IT Recruitment
      • Onboarding
      • Recruitment strategy
      • Retention strategy
      • Sales hiring strategy
    • Tools
      • ATS software
      • HRIS software
    • Training and Development
      • Career Development
      • Management 101
  • Leadership
    • Business coaching
      • Avoiding burnout
      • Decision-making
      • Feedback
      • Leader effectiveness
      • Sales Coaching
      • Team & Group Coaching
      • Team Performance
      • Time management
    • Business planning
    • Change Management
      • Building organizational capacity
      • Change Management Strategy
      • Creating a resilient organization
      • Enterprise change management
      • Project-based Change Management
    • Coaching
      • Career Coaching
      • Leadership Coaching
      • Life Coaching
      • Presentation Coaching
    • Growth strategies
      • Creating a business plan
      • Figuring out your business problem
    • People management
      • Building a cross-functional team
      • Building a high-performing team
      • Corporate Social Responsibility Implementation
      • Giving feedback
      • Helping teams work remotely
      • Inspiring performance
      • Promoting horizontal, collaborative opportunities
  • Marketing
    • Advertising
    • Affiliate marketing
    • Audience Centric Solutions
    • Audience Design and Segmentation
    • Branding
      • Brand Identity
      • Brand management
      • Brand Storytelling
      • Brand Strategy
      • Copywriting
      • Value Foundations
    • Budget & Planning
      • Campaign planning
      • Marketing budget
    • Consumer Insights
    • Creative Direction
    • Digital advertising
    • Digital marketing strategy
    • Email marketing
      • Platforms and software
    • Influencer marketing
    • Market research
      • Competitive Audit
      • Custom / Analyst research
      • Focus groups
      • Market Scans & Competitive Audits
      • Media evaluation
      • Media research
      • Primary and Secondary Research
      • Target Personas
      • Target Segmentation
    • Marketing Decision Sciences
    • Media & Public Relations
      • Press Releases
    • Media buying
    • Micro Segmentation Models/Analytics
    • Multicultural Insights and Targeting
    • Opportunity Identification
    • Paid digital marketing
    • Post Product Launch Analysis
    • Pricing Strategy
    • Product Forecasting
    • Product Portfolio Analysis
    • Product Scorecard development
    • Search Engine Optimization (SEO)
      • SEO keyword research
    • Social media marketing
      • Organic content (own feed)
      • Promoted content
    • Target Market and Competitive Audits
    • Traditional marketing
      • Direct mail
      • Radio
      • TV/Broadcast
    • Web/campaign analytics
      • Conversion rate optimization (CRO)
      • Google analytics
      • Google tag manager (GTM)
  • Operations
    • Carbon Management
      • Climate Change Problems
      • ESG - Designing the Framework
      • Renewable Energy
      • Traditional Energy
      • Transforming to Carbon-Neutral, Carbon-Negative
    • Customer support
      • Customer success/training
      • Integrations
      • Planning and setup
      • Refactoring and Migrations
      • Support systems and sortware
    • Event management
    • Inventory planning and optimization
    • Operational efficiency
    • Operational strategy & planning
    • Operational strategy & planning
    • Performance monitoring and KPIs
    • Policies and guidelines
    • Policies and guidelines
    • Process automation
      • Automation strategy
      • Zapier
      • Zoho Flow
    • Process design
    • Process mapping
    • Project management
      • Agile & Scrum
      • Program management
      • Project strategy
      • Waterfall project management
    • RFx Management
      • Develop RFx
      • Evaluate RFx bids/responses
      • Respond to RFx
    • Social Determinants of Health
    • Supplier Quality Management
    • Supply chain management
      • Logistics
      • Procurement & Vendor management
      • Supplier relations
  • Product & Design
    • Business analysis
    • Creative
      • Creative-concepts
      • Design systems
    • Information architecture (IA)
    • Product management
      • "Moonshot" Problem solving
      • Go-to-market strategy
      • Product design and vision
      • Requirements specifications
      • Roadmapping
    • User Experience (UX)
      • Focus groups
      • Usability testing
      • User interviews
      • User research
    • User Journey building
    • User-centered design
  • Sales & eCommerce
    • B2B Sales
    • B2C Sales
    • Customer relationship management
      • CRM systems
    • E-Commerce
      • Procurement-Cost-Reduction
      • Product descriptions
      • Product Research
      • Store Management
    • Lead generation
    • Sales optimization
      • Marketing assessment
      • Sales Process Refinement
      • Sales Training
    • Sales strategy
      • Selling domestically
      • Selling internationally
  • Technology & Data
    • Artificial intelligence (AI)
    • Audit & evaluations
    • Data Curation, Sourcing / Licensing
    • Data Visualization Creation
    • Geo-Spatial Data Platforms
    • Hosting and cloud services
      • Cloud Services Application
      • Hybrid Cloud Solution
      • Private Cloud Solution
      • Public Cloud Solution
    • Hubspot
    • IT Infrastructure
      • Application Management
      • Database Management
      • Monitoring Alerts and Notification
      • Network Management
      • Security Management
      • Server Management
      • Server Provisioning
      • Storage Management
    • IT roadmap & planning
    • Machine learning (ML)
    • Managed services
      • Auditing and compliance
      • Cloud computing setup and management
      • Cybersecurity, or Security-as-a-Service
      • Data analysis and reporting
      • Data backup and disaster recovery
      • Digitalization and Data Integration
      • IT support services
      • Managed communications
      • Networking infrastructure setup and management
    • Mobile app development
    • Mobile web development
    • Monetizable Data Products Design
    • Security
      • Cloud Application Security
      • Data Security
      • Email Security
      • Encryption
      • Mobile Security
      • Network Security
      • Server Protection
    • Software
      • Custom Software Development
      • Enterprise systems (ERP)
      • Hubspot
      • MVP Building
      • Prototyping
      • Software architecture
    • Use no-code platforms
    • Web development
    • Zoho

Location

  • Colorado, USA
  • Connecticut, USA
  • Florida, USA
  • Global
  • Italy
  • Maryland, USA
  • Massachusetts, USA
  • Nigeria
  • Ontario, Canada
  • Texas, USA
Show 6 more

Languages

  • English
  • French
  • Greek
  • Gujarati
  • Hindi
  • Italian
  • Russian
  • Spanish
  • Urdu
Show 4 more

Industry

  • Aerospace & Defense
  • Agriculture
  • Arts & Entertainment
  • Auto & Transportation
  • Cannabis
  • Construction
  • Consumer Products
  • E-Commerce
  • Education
  • Energy & Utilities
  • Fashion & Garment
  • Finance & Insurance
  • Food & Beverage
  • Government & Non-Profit
  • Healthcare & Wellness
  • Hospitality & Tourism
  • Legal Service
  • Luxury Goods
  • Manufacturing
  • Media & Entertainment
  • Mining & Environment
  • News & Information
  • Pharmaceutical
  • Professional, Scientific & Technical Services
  • Real Estate
  • Retail & Wholesale
  • Software & Technology
  • Telecommunications
Show 23 more

Role

  • Consultant
  • Partner
  • Associate
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Angela I.

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Helping small businesses achieve top performance through tailored financial and tax planning services
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Cansulta .

Expertise within Reach.™

Connecting businesses with experts to see them thrive.
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