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Teamwork

Meet Our Team: A dynamic group of talented individuals dedicated to delivering exceptional results and exceeding your expectations. Get to know us and our expertise.

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Kim Macdonald

Registered BAS Agent, Certified Profit First Professional and Certified Xero Partner

Well, hello there! Thanks for being curious about little ol’ me. 😄

I’ve been in the business game for over 15 years, serving as a Bookkeeper/BAS Agent for a wide range of businesses. From the tiniest micro business to the big-time multi-million dollar enterprises, I’ve seen it all! But you know what gets my heart racing these days? Working closely with passionate business owners like yourself, not just as a number cruncher, but as a trusted advisor and mentor. Together, we’ll create a business that you absolutely love, and hey, let’s make sure you’re financially rewarded to create the life you’ve always dreamed of. It’s like a double win!

Now, here’s the thing—I thrive on the diversity and complexity that comes with being one of your trusted advisors. It’s like solving a puzzle every single day, and boy, do I love a good challenge! So, whether it’s helping you with financial strategies, offering guidance on business growth, or just being your sounding board, I’m here to make your journey smoother than a freshly paved road.

But hey, it’s not all business and numbers for me. I’ve got a life outside the spreadsheets, too! My personal values align perfectly with the awesome values of Savvy. So, in my free time, you can catch me doing things that bring me joy—embracing simplicity, having a good laugh, connecting with amazing people, fueling my mind with books and podcasts (all while strolling through nature, of course), giving back to the community by donating blood, and spending quality time with my loved ones.

So, there you have it—a glimpse into the life of your dedicated and passionate advisor. Let’s team up, make numbers dance, and create a business journey that’s as exhilarating as a roller coaster ride! Are you ready? Let’s do this!

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Mike Michalowicz

Adviser & Lead Profit First Strategist

Mike is the entrepreneur behind three multimillion dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First to our firm.

Vision

Finding the most simplistic and efficient solution for each client through assessing their individual business needs and offering full support, guidance and training.

Mission

Making the complex simple, putting an end to entrepreneurial poverty and providing guidance to create your desired life.

Values

  • Simplicity- Establishing systems that are straight forward.
  • Fun- Removing the Hum Drum to bring back the Fun!
  • Connection- Bonding together to identify who you need and when.
  • Growth- Supporting your business growth for success
  • Contribution- Helping communities through building small business.