Book Online

Assessments
3 Services

Tax Pre-Assessment

Business Assessment

Financial Planning Assessment

Financial Planning Pre-Assessment

New Client Meetings
4 Services

1st Client Meeting (FIT Assessment)

2nd Client Meeting (Fact Finding)

3rd Client Meeting (Plan Presentation & Implementation)

4th Client Meeting (Plan Implementation & Applications)

Bookkeeping and Accounting
6 Services

Client Tax Assessment

Bookkeeping Consultation Assessment (1 hour)

$80.00

Bookkeeping (Mahsa Ghavari) 1 hour

$80.00

Bookkeeping (Jon Mah) 1 hour

$80.00

Bookkeeping (Omotoke Fayukun) 1 hour

$80.00

Monthly Bookkeeping Client Financial Progress Report

Existing Client Meetings
2 Services

Client Review 1st Meeting

Client Review 2nd Meeting

Applications
2 Services

Life Insurance Application

Investment Application

Other Services
1 Service

Business Meetings (Professional Networking)


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Exceedia Consulting Ltd

Business Consulting


218, 3016 19 Street NE
Calgary, AB T2E 6Y9
Canada

Mon - Thu: 9:00am - 7:00pm
Fri: 9:00am - 5:00pm

+1 (587) 409-4431

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28 Reviews

  • I initially met with Exceedia to get help with a small business. After speaking with Jesse and her team a number of times I realize that Exceedia i...
  • Jesse provided a great overview on all the different options and resources available to small business owners at her centre. She wants to see you ...
  • Jesse is always helpful. Are meeting went smoothly. She put my mind at ease. My investments are making money. I am happy.