Business coaching for small business owners and their teams
A holistic approach to growing revenue and leveraging resources that leads to happy family members and delighted customers
Founded by Julia Katsivo Carter, a certified Hypnotherapist, Holistic Business Coach.
Jules is a done-for-you AI chatbot that lives on your WordPress site — fully branded to your business, trained on your services, and working 24/7 to qualify leads, answer questions, and guide visitors to book with you. No generic scripts. No third-party subscriptions. Your Anthropic API, your data, your brand.
Setup takes 4 weeks. Jules never calls in sick.
Starting at $1,250 CAD. Visit getjules.ai to talk to Jules right now — she’ll answer every question and walk you through next steps.
A SmartSystems© offering by Successful & Smart Business Coaching.
Wagepoint: Canadian payroll done right
Wagepoint is a Canadian payroll platform designed to reduce admin time and make payroll more straightforward—for both firms and their clients.
A payroll solution that works really well for accountants and bookkeepers who want something simple and reliable.
CONSTRUCTION CONSULTING CO.
Bryan works with residential builders and remodelers to fix the part of their business that quietly controls everything — their financial systems. Through a combination of hands-on coaching and his software platform, Buildwise, he helps builders structure their numbers properly, track job costs in real time, and make confident decisions while projects are still in motion — not after the fact. His approach is built specifically for cost-plus construction, where clarity, transparency, and cost control directly impact both profitability and client trust. The result is a business that runs with cleaner financials, stronger margins, and far less guesswork.
Nail the Numbers Wake Up Call Challenge.
Taunya Woods-Richardson, founder of Nail the Numbers, has created powerful programs to help entrepreneurs take control of their financial future. Her programs guide founders in understanding their financial needs and bridging the gap to where they want to be. If you’re looking for some extra motivation or a strong starting point, The Wake-Up Call: 5-Day Challenge is an excellent first step.
It helps founders get a stronger handle on their personal and household finances so they can better understand what their business needs to provide — and what they need to build toward.
You can use kata24 as a promo code for all Wake Up Call Challenges.
The Cashflow Canvas™ is a founder-first first financial planning experience designed to help business owners strengthen their numbers, increase profitability, and build a business that supports their life.
Built on over a decade of proven results with thousands of founders, the framework now includes Glinda, a purpose-driven AI guide that helps entrepreneurs build a first-pass financial plan in as little as three hours, without needing historical data or advanced financial knowledge.
Whether someone is starting out, scaling up, or looking to uncover lost profitability, this is a powerful place to begin.
Float is building a movement of modern financial management.
A Canadian business finance platform that simplifies company spending by combining smart corporate cards with automated spend management software.
Tax Accountant Blog
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