The Growth Playbook for Entrepreneurs
How to Build a Financial Structure Supporting Managed Growth
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Companies breaking through the $10M–$20M level in their business have a solid financial structure underlying their growth.
This book is for any bold entrepreneur wanting to scale their business and how advanced bookkeeping can help prepare you for growth. Wether your breaking the 10, 15 or 20 million revenues it's no secret, being prepared when opportunity presents itself is half the battle.
Our playbook was built from years of working with clients of all sizes across many industries. It’s designed to help entrepreneurs understand how advanced bookkeeping not only ensures compliance but also plays a critical role in managing growth and seizing growth opportunities.
Point No. 1
Grow
Smart
Everyone wants growth. But too often, entrepreneurs chase it like it’s a slot machine – spinning the wheel, hiring fast, burning cash, and hoping the payoff will cover the mess. That’s not a strategy. That’s a story we’ve seen too many times. And it rarely ends well. And fiction makes for poor decision-making.
Point No. 1
Read
Right
Every business tells itself a story—about how well things are going, about what success looks like, about what’s coming next. But if your books aren’t accurate, that story is fiction. And fiction makes for poor decision-making.
Point No. 1
Track Wisely
Today, data is everywhere. But more isn’t better. More can overwhelm. More can distract. Entrepreneurs are drowning in dashboards, KPIs, and real-time reports, but too often, that flood of numbers creates confusion, not insight.
Point No. 1
Team
Up
Entrepreneurs like to wear every hat. But the truth is, you can’t grow a resilient business without the right people around you—internally and externally. Not every accountant is a strategic partner. Not every advisor will look out for your future. And not every founder knows who to trust or when to ask for help.
Point No. 5
Fund Your Future
Recently, we received an email from a client. The subject line read: "Urgent – investor meeting next week." The attachment? Raw QuickBooks data showing a "loan from wife" entry. This founder thought they were ready to raise capital. Unfortunately, he wasn't even close!
Point No. 6
Build Your Bench
Outsourcing is great. It’snecessary. But you can’t outsource everything—and you shouldn’t. Sustainable growth depends on building internal capacity: leaders, systems, and team members who can carry the weight alongside you. If all your strength lives outside the business, you’re always one vendor away from a crisis.
Point No. 7
Run on
Rails
Some founders treat managing chaos like a badge of honor. Everything lives in their head. Papereverywhere. Payments done on the fly. But no matter how sharp the founder is, no business scales when everything depends on one person’s memory. Growth demands systems.
Point No. 8
Know Yourself
Most entrepreneurs obsess over their numbers, their product, or their team. But the real leverage point in any business is the person running it. Self-awareness isn’t just personal growth—it’s a business tool. Knowing your own strengths and blind spots makes everything clearer: who to hire, where to focus, and when to step aside.
About Jade Accounting
Make a Bold Move
Jade Accounting is a cloud-based bookkeeping and accounting firm that partners with serious, scaling entrepreneurs. We help build a strong financial foundation for growth through a combination of technology, expertise, and advisory services. With a dedicated team of 10, we provide full support to help businesses scale with confidence.
Since 1999, accounting firm Jade Consulting has offeredprofessional bookkeeping and accounting services focusing on small business across Toronto.
In 2012, Jade Consulting made a bold move to a cloud-based firm embracing the best of today’s technology to deliver effective financial solutions to clients.
Our expertise helps business build a strong financial foundation and a host of client benefits:
- Cloud-software for real-time data & added flexibility.
- Audit-proofed financials.
- Freeing your time to concentrate on what you know best - growing your business.
- A platform for growth and scale.
Cloud-software for real-time data & added flexibility
Audit-proofed Financials
A platform for Growth and Scale
Advisory services with a team of 10 professionals
Our Services
Finance
Bookkeeping
Management of daily financial transactions of your business, including:
- Categorize bank transactions
- Bank account and credit card reconciliations
- Asset and liability account reconciliations
- Expense reports
- Trial balance review
Part-time Controller
Save costs and add flexibility with Jade’s part-time controller program:
- Financial statement review and preparation
- Cash flow monitoring and reporting
- Management reporting
- Liaise with bank and legal professionals as required
- HST return preparationHST & corporate tax installments
Part-time CFO
Our CFO services provide high-level guidance on business planning, financial forecasting, budgeting, and cash flow monitoring.
- Budget preparation & monitoring
- Business strategy
- Business plans
- Management advisement
- Long-term strategic planning
Human Resources
Payroll & Employee Benefits
Jade takes the complexity of payroll and benefits out of your hands, offering customizable services to meet your needs.
Payroll
- Complete setup for new payroll systems
- New employee on boarding
- Process payroll, overtime, expenses, commissions, and bonuses
- Employee terminations & record of employment
- Reconcile payroll tax remittances to CRA
- EHT
- Year-end tax filings and reporting
Employee Benefits
- Introductions to trusted partners in the employee benefits field
- Assistance in determining the most appropriate plan for your firm
- Monthly administration, invoice review, onboarding/terminating employees
- Assistance with annual renewal
Jade Accounting
Suite 100 - 55 Albert Street,
Markham, ON L3P 2T4
Phone: 905 201 7099
Email: info@jadeconsulting.ca
- Energy Master Planning – Developing long-term strategies for energy use, carbon reduction, resilience and sustainability
- Net-Zero & Low-Carbon Strategies for new campuses and buildings – for initial build and net-zero readiness planning
- Sustainability Design Reviews providing design modification considerations to enhance energy efficiency or carbon reduction
- Electrification & Renewable Integration Feasibility Studies
- District Energy & Thermal Network Feasibility Studies
- Energy Audits
- Financial Analysis & Lifecycle Costing
- System Optimization
- Energy Efficiency Upgrades – Identifying, designing, and implementing measures to meet energy performance targets
- Energy Performance Benchmarking – Comparing building energy use to industry standards to help building owners and operators identify improvements, track progress and set reduction targets
- HVAC & Thermal Systems – Optimizing heating, cooling and ventilation systems for performance and sustainability
- Monitoring & Verification – Tracking energy savings through data collection, analysis, and reporting to ensure efficiency measures perform as expected