Small Business Financial Planning

Profit Mastery programs provide practical small business financial planning tools that help entrepreneurs like you enhance your financial acumen to achieve greater goals.

Our programs are specifically designed for three types of clients:

Profit Mastery offers flexible learning options from live facilitated group workshops, in-house presentations for corporate clients or business networks, and an easy and convenient online program. We also offer software that works with QuickBooks to help entrepreneurs and businesses implement our systems seamlessly into your existing bookkeeping structure.

Who would benefit most from this training?

Small Business Owners with sales from $300,000 to $3,000,000 annually and/or Businesses with 5 or more employees. We specialize in training for specific industries:

Tom Lewis of Summit Fiscal Management delivers small business financial planning and training, and financial business consulting services, throughout the Northern Okanagan, BC area. To learn more about which programs might be right for you, or your staff, and to get more information, please contact us directly at

CALL 778-846-1554

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