Advisory for Solo Operators
Your Strategy Table Is Set
Walk into a 90-minute session with the questions keeping you up at night. Walk out with a written action plan and the clarity to stop second-guessing.
Strategy Services Built for a Team of One
Foundation Strategy Session
90 minutes. One Canvas. Full business mapped — pricing, positioning, growth. Leave with a written action plan ranked by priority and a 30-day roadmap.
- T2125 & pricing gap diagnosis
- Positioning clarity assessment
- 30-day written roadmap
- Priority stack using EOS Lite
Pricing Clarity Engagement
Stop guessing your rate. We rebuild pricing from your actual RPEH, design value-based packages, and stress-test against the $30K GST/HST cliff.
- RPEH analysis across services
- Value-based package design
- GST/HST registration readiness
- Margin stress testing
6-Week Growth Sprint
Four sessions over six weeks. Map quarterly priorities, cut what doesn't move revenue, build traction metrics you can run solo.
- Quarterly rocks via EOS Lite
- Solo weekly review structure
- Traction metrics dashboard
- 90-day priority stack
PSB Risk Audit
One client over 60% of revenue? Incorporated with a single contract? We audit PSB exposure, score CRA risk, and build a remediation plan.
- CRA PSB indicator checklist
- Multi-client diversification plan
- Contract language remediation
- Fee-split documentation
Tax Structure Advisory
Sole prop vs. incorporation — modeled with your actual numbers. T2125 deductions, double CPP, and home office claims against corp scenarios.
- Sole prop vs corp comparison
- CPP double-contribution math
- Incorporation breakeven model
- Home office deduction review
Client Concentration Rescue
Anchor client at 70%+ of revenue? We build a diversification plan with minimum runway targets, acquisition channels, and contract safeguards.
- Revenue concentration scoring
- 3-client runway target model
- Acquisition channel mapping
- Contract safeguard language
Strategy Services Built for a Team of One
Every engagement uses the Solo Strategy Canvas diagnostic. No retainers required — book one session or a focused sprint. You choose the depth.
- 0101
Foundation Strategy Session
90 minutes. One Canvas. Full business mapped — pricing, positioning, growth. Leave with a written action plan ranked by priority and a 30-day roadmap.
- 0202
Pricing Clarity Engagement
Stop guessing your rate. We rebuild pricing from your actual RPEH, design value-based packages, and stress-test against the $30K GST/HST cliff.
- 0303
6-Week Growth Sprint
Four sessions over six weeks. Map quarterly priorities, cut what doesn't move revenue, build traction metrics you can run solo.
- 0404
PSB Risk Audit
One client over 60% of revenue? Incorporated with a single contract? We audit PSB exposure, score CRA risk, and build a remediation plan.
- 0505
Tax Structure Advisory
Sole prop vs. incorporation — modeled with your actual numbers. T2125 deductions, double CPP, and home office claims against corp scenarios.
- 0606
Client Concentration Rescue
Anchor client at 70%+ of revenue? We build a diversification plan with minimum runway targets, acquisition channels, and contract safeguards.
The Numbers Behind the Canvas
- 400+
- Strategy sessions completed
- 89%
- Founders executing at 6 wks
- $27K
- Avg revenue lift, Year 1
- 2.1
- Hours saved weekly after
Founders Who Sat at the Table
“Walked in with twelve priorities and no idea which mattered. Walked out with a ranked plan and the math to justify each one. The T2125 review alone found $4,200 in deductions I'd been leaving on the table.”
“I was incorporated with one client and didn't realize I was a PSB audit waiting to happen. Morgan mapped the risk, built a remediation plan, and got me to three active clients in eight weeks. Saved me from a CRA reclassification.”
“The pricing session changed everything. I was quoting $95/hr and thought I was expensive. Morgan pulled apart my RPEH and showed I was actually billing $61 after admin time. Raised rates 40% in three months.”
“Hit $30K in revenue and had no idea GST registration was already mandatory. Would've eaten the 13% HST out of my own margin. Now every proposal includes the tax line from day one.”
“Co-mingled personal and business banking for two years. Year-end bookkeeping was a forensic nightmare — four hours of cleanup just to separate groceries from client retainers. The structure fix saved me that cost every year since.”
“Thought I needed to incorporate. Turns out I needed to diversify. One anchor client at 80% of revenue meant PSB risk, not tax benefits. Built a three-client runway with proper contracts. Best $500 I spent this year.”
Questions Before You Book
How is a strategy session different from business coaching?+
Coaching often means accountability and motivation. These are structured diagnostic sessions using the Solo Strategy Canvas — you leave with a specific written plan covering pricing, positioning, tax structure, and growth priorities. Not cheerleading. Strategy.
Can I book a session if I'm outside Toronto?+
Fully. Every session runs over video call. Clients span all ten provinces — from Victoria to St. John's. The Canvas works the same whether you're in a Toronto high-rise or a home office in rural Saskatchewan.
What's the Solo Strategy Canvas?+
A one-page diagnostic framework built specifically for solo founders. It maps seven pressure points — from revenue concentration to tax structure — and produces a written action plan. Developed in-house, refined across 400+ sessions with Canadian solopreneurs.
What does a session cost?+
Sessions start at $350–$500 for early-stage solopreneurs and $500–$1,200 for established operators. Most founders need one session. Some book a 4-session sprint for deeper restructuring. You'll know before we start.
Should I incorporate or stay a sole proprietor?+
Depends on net income. Incorporation typically makes sense around $80K–$100K when tax deferral outweighs $1,500–$3,000/yr in T2 filing costs. We model both scenarios in session so you see the real breakeven.
I have one big client. Is that a PSB risk?+
If incorporated with one client, CRA may flag you as a Personal Services Business — losing the small business deduction. I audit your exposure and build a remediation plan: multiple clients, proper contracts, documented deliverables.
- Canada-only regulatory expertise
- Fixed pricing — no surprise invoices
- Written action plan after every session
Your Strategy Table Is Ready
One 90-minute session. A written plan you can execute Monday morning. No retainers, no follow-up pitches — just the clarity you came for.