Services
Sovereign Solutions believes in building strong relationships with clients to gain a deep understanding of their unique needs. My approach emphasizes delivering tailored solutions that not only address immediate challenges but also enhance overall organizational well-being.
Business Planning & Strategy
Clear, data-driven plans that demonstrate business viability.
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Create business plans and financial projections for growth, funding, or immigration (PNP/ICT)
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Define your revenue model, marketing strategy, and operations plan
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Conduct market and competitor analysis
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Identify risks, opportunities, and key funding requirements
Financial Planning & Analysis
Ongoing insights to guide sustainable growth.
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Budgeting, forecasting, and variance analysis
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KPI development and performance dashboards
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Monthly or quarterly reporting templates and tools
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Support strategic decision-making through clear financial visibility
Bookkeeping & Financial Management
Dependable, accurate financial organization for small businesses and sole proprietors.
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Monthly bookkeeping, reconciliations, and financial maintenance
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Clean, reliable records to support confident decision-making
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HST filing support
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Preparation for year-end reporting
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Optional quarterly reviews for performance insights
Financial Modeling & Projections
Custom financial models that bring clarity to your decisions.
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Develop integrated 3-statement and cash flow models
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Build forecast scenarios and sensitivity analyses
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Evaluate funding options and capital needs
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Translate assumptions into actionable financial insights
Funding & Investor Materials
Clear, compelling financial storytelling for investors and partners.
• Prepare investor pitch decks and funding presentations
• Draft shareholder updates and AGM materials
• Assist with grant writing and compliance requirements
• Align your financial narrative with your long-term strategy
