I have advised small and medium-sized businesses for twenty years: through Windsor accounting and consulting firms in the 2000s, as an independent consultant, and now through CedarBridge Consulting. This page brings together the advisory experience behind my teaching, from business planning and financial analysis to market research, strategy and operational improvement. Consulting engagements are delivered through CedarBridge Consulting.
Roles, periods and the kind of work done, drawn from employer records. Client engagements remain confidential.
Founder
CedarBridge Consulting
Startups, small and mid-market businesses, community organisations
Business planning, market research, strategy advisory, financial analysis, business advisory and feasibility studies.
Independent Management Consultant
Self-employed, Windsor
SMEs across multiple industries; entrepreneurs launching and scaling ventures
Business plans, growth strategies, market assessments, feasibility studies, financial planning and operational improvement; organisational reviews for efficiency, profitability and sustainability; restructuring and workforce planning.
Management Consultant (part-time)
Quantum Tax Limited, Windsor
Small and mid-sized companies needing structure and long-range planning
Organisational assessments and long-range planning; structural reorganisation, profit-planning systems and productivity recommendations; HR policy, manpower planning and job evaluation; change and restructuring facilitation.
Financial Manager
Dr. Moussa & Associates, Windsor / Lebanon
Financial visibility for a board of directors
Financial planning, budgeting and reporting; corporate financial statements, forecasts, tax filings and business plans; budgetary control systems and reconciliation improvements; variance narratives presented to the board.
Assistant Manager, Accounting and Management Consulting
Nizam Accounting & Tax Services, Windsor
Owner-managed businesses needing plans, statements and advice
Preparing business plans for clients; management consulting; financial statements for tax, banking and business purposes; audit follow-up; personal financial advisory.
Authored course: How to Create a Professional Business Plan for Canadian Immigration (IRPR 205(a)) — a specialised area with a specific regulatory standard to meet.
Organisational reviews aimed at efficiency, profitability and sustainability; advice on restructuring, workforce planning and profit-planning systems; budgetary controls and reporting improvements.
Supporting founders launching and scaling ventures: opportunity assessment, business model development, planning, and the sequencing decisions that determine whether a good idea becomes an operating business.
Four complete professional courses, written end to end — outline, lessons, slides, workbook and assessment.
My consulting practice operates as CedarBridge Consulting, serving startups, small and mid-market businesses and community organisations. Engagement enquiries belong there, not here.