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Milestone Momentum Program

The Milestone Momentum Program is designed to help small businesses achieve sustainable profitability and long-term growth. Combining expert accounting strategies with proven financial planning techniques, we guide entrepreneurs step by step through the milestones of business success, achieving true momentum.

Book Discovery Meeting

BooK today and let's build your success together.
Book Your Meeting

Rabeel Qureshi, CPA

Rod Loyola, Financial Advisor

Rod Loyola, Financial Advisor

Provides accounting expertise: compliance, tax planning, and accurate reporting

Rod Loyola, Financial Advisor

Rod Loyola, Financial Advisor

Rod Loyola, Financial Advisor

Provides financial expertise: strategic planning, investments, and growth strategy

Three Key Outcomes

Secure Profit Optimization

Secure Profit Optimization

Secure Profit Optimization

Uncover hidden savings, maximize deductions, and protect cash flow

Strategic Growth Planning

Secure Profit Optimization

Secure Profit Optimization

Implement financial and tax strategies that support expansion

Sustainable Momentum

Secure Profit Optimization

Sustainable Momentum

Create systems that allow your business to scale with confidence

Whether you’re just getting started or ready to take your business to the next level, the Milestone Momentum Program ensures you don’t just reach your goals—you exceed them

Milestone Momentum Program Timeline

The Milestone Momentum Program empowers businesses to progress with purpose and precision—first by achieving financial stability through optimized cash flow, then by driving smart, strategic growth, and ultimately by building lasting momentum through long-term wealth creation, succession planning, and expansion strategies that secure enduring success.

Horizon 1 (Months 0–3)

Horizon 3 (Months 9–18+)

Horizon 1 (Months 0–3)

  • Business and financial assessment
  • Cash flow review & profit leak detection
  • Immediate tax savings strategies
  • Bookkeeping/accounting system optimization
  • Quick wins to strengthen financial footing


Goal: Establish stability, uncover savings, and build clarity

Horizon 2 (Months 3–9)

Horizon 3 (Months 9–18+)

Horizon 1 (Months 0–3)

  • Strategic tax planning & incorporation review
  • Shareholder compensation optimization (salary vs. dividends)
  • Investment & retirement planning integration
  • Employee benefits setup (e.g., HSAs, group RRSPs)
  • Revenue growth strategies aligned with profit goals


Goal: Build sustainable growth with efficient systems and structures

Horizon 3 (Months 9–18+)

Horizon 3 (Months 9–18+)

Horizon 3 (Months 9–18+)

  • Long-term tax and wealth optimization
  • Estate planning & succession strategies
  • Advanced investment vehicles (IPPs, corporate investments)
  • Growth milestones tracking & quarterly advisory sessions
  • Expansion planning (new markets, scaling operations)


Goal: Accelerate momentum, protect wealth, and ensure lasting business success

Services

Profit-First Focus

Every strategy we deliver is designed to increase profitability, protect cash flow, and ensure owners keep more of what they earn

Sustainable Growth

We prioritize long-term success, guiding businesses to scale responsibly and avoid common financial pitfalls

Clarity & Confidence

We provide business owners with clear financial insights and practical strategies so they can make confident decisions

Partnership & Support

We work alongside entrepreneurs as trusted advisors, providing ongoing guidance—not just one-time fixes

Book Discovery Meeting

BooK today and let's build your success together.
Book Your Meeting

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