Business Advisory
Succession Planning
A succession plan will provide a strategic map of what should be executed, how and by who.
ERP Architecture Consulting
With ERP Management we take our clients' businesses to the next level.
Business Advisory - CFO
Professional and virtual CFO services scaled to meet the needs of your business.
Objectives & Key Result Areas
We assist in developing your mission, vision and objectives in order to develop a strategy to help track and achieve your business goals.
Business Process Management
We'll help you execute production efficiently, maximize ROI and improve profitability.

Planning for Success
If you are considering financial or business advisory services, you will find that SB Advisory offers a comprehensive program that encompasses a wide range of business planning activities. From full-cycle accounting to virtual CFO services SB Advisory bridges the gap. Our services are designed for privately owned corporations, SMEs and growing businesses looking to take their business to the next level.
Take a proactive approach to your company's future
Contact us today to learn how our accounting experts can help support, transform, and grow your business.

Benefits Of Working With Our Business Advisors
With over 45 years of experience, our business advisors are here to help you achieve your business objectives and provide support and guidance through planning, processes, implementation and execution.

Scalable services
We take pride in our client focused service and offer scalable services to accommodate businesses of all sizes and budgets.
Get in touch today to learn more.

Collaboration
We work closely with business owners and their management teams to ensure we have a firm understanding of the business and can provide comprehensive advice and customized solutions.
Contact us today for next steps.

It all starts here
Regardless of where a business is on it’s path to success, we are able to provide the guidance and advisory services to
- Improve profitability
- Achieve operational excellence
- Improve ROI
- Hit goals
- Manage growth
Talk to our team about your needs.

We help
- Business owners
- Private corporations
- SMEs
- Not-for-profits
- Growing companies
- Start-ups
FAQs
Depending on the scale and scope, project can last from a few months to several years.
We conduct a discovery and analysis process to determine the scope of the project.
Yes, we provide NDAs to all of our clients.
Areas Served
Our team of chartered professional accountants (CPAs) work with clients across Southern Ontario, including:
- Burlington
- Oakville
- Hamilton
- Mississauga
- Brampton
- Guelph
- Kitchener
- Milton
- Cambridge
- Grimsby
- St. Catherine
Other Services
Accounting, Assurance & Advisory
As a leading independent CPA firm in Southern Ontario, our Assurance and Advisory experts decipher the story in your financial reports, then share that insight to help you better understand and more effectively manage your business.
Business Valuation
Negotiate with knowledge. SB Partners offers independent, credible and objective valuation and related consulting services. Whether settling an estate or selling your first start-up, we can help you navigate and better understand the numbers and optimize your outcome.