Your Business.

Our Expertise.

Our Services

Clarity in Your Numbers.
Confidence in Your Strategy.
Plan for Your Future.

At Your Business Advisor, we simplify the complex. We connect bookkeeping and accounting, business advisory, and wealth planning services — giving business owners the financial clarity and strategic support they need to grow.

Whether you’re looking for virtual financial support or hands-on expertise in Hamilton, GTA, Niagara and surrounding areas, we bring everything together so you can focus on what you do best — running your business.

Your Business Books

Bookkeeping & Accounting

Accounting is the language of business — and we make sure you’re fluent. Our bookkeeping and accounting services provide the financial clarity you need to confidently understand, manage, and grow your business.

Your Business Strategy

Business Strategy & Advisory

Once your finances are clear, we help you grow. From sales and marketing to operations, HR, IT, legal, and more — our business advisory services align every part of your business to support smarter, sustainable growth.

Your Wealth & Family

Wealth & Estate Planning

Wealth isn’t just about what you earn — it’s about what you preserve. We provide personalized wealth planning, including retirement planning, estate planning, and investment strategy, to help you protect what you’ve built and plan confidently for your future and your family.

Our Story

CFO-Level Insight.

Advisor-Level Support.

One Seamless Experience.

With over 20 years of experience in tax, finance, banking, capital investment, strategic planning, operations, IT, sales, and business development, Bartek Lasota, CPA, LSSBB, has led and advised businesses across industries and stages of growth. But at heart, he’s always been an advocate for the everyday business owner — the ones doing it all, often with limited support.

Bartek founded Your Business Advisor to bring accessible, high-impact advisory services to entrepreneurs who need more than just accounting — they need a partner. Someone who understands the numbers and the bigger picture.

Our advice is grounded in financial expertise but built to support real business growth. Whether it’s helping you stay compliant, streamline your operations, or plan for long- term wealth, we’re here to move your business forward.

Because smart business today is what builds a better tomorrow.

Our Approach

Financial & business solutions, for you and your family.

Learn

We begin by developing a clear understanding of your business, your family priorities, and your long-term goals. This includes a comprehensive review of your financial position — taxes included — to establish a strong foundation.

Understand

We take the time to thoroughly assess your objectives, challenges, opportunities, and constraints. This holistic perspective helps us identify where you are today and what’s needed to move forward with confidence.

Advise

Grounded in financial expertise and strategic insight, our guidance is tailored to support both your immediate decisions and your long-term vision — across both business and personal finances.

Grow

As your dedicated advisory network, we’re here to support your continued growth — whether through scaling your business, improving operations, or building and protecting wealth for the future.

How we work: Making today easier to focus on tomorrow.

We like to work electronically but enjoy meeting in person too.

We leverage digital tools for file sharing, digitizing receipts, efficient business management, and streamlined legal document management.

We operate out of Hamilton, Ontario, offering both virtual and face-to-face opportunities to meet and advise.

Our goal is to provide seamless support that fits your business—wherever and however works best for you — so you can focus on your business.

Proven Experience. Real Results.

Helping Canadian businesses grow with clarity and confidence.

For over two decades, Your Business Advisor has guided entrepreneurs and organizations across industries and business stages. From sole proprietors to growing enterprises, we deliver financial guidance that scales with your needs.

Industry Experience

0 +

Industries Serviced

0 +

Businesses Guided

0 +

"From evaluating whether incorporating my business was the right move, to balancing my books, to setting my family up for financial success, Bartek has been a key partner in my business’s growth over the past three years. His expertise and personalized approach have allowed me to focus on scaling my marketing business while he handles the rest with automated tools (like Quick Books and Dext!) and offers responsive support whenever I have questions."

"When I decided to launch The Focus Clinic, I knew my expertise was in patient care, not in building the financial and operational foundation of a business. Your Business Advisor guided me through every step — from structuring the business and setting up bookkeeping systems to developing a long-term financial strategy that aligned with my goals. Their advice gave me the clarity and confidence I needed to focus on what I do best: supporting clients. I can honestly say The Focus Clinic wouldn’t be where it is today without their expertise and partnership."

"Bart at Your Business Advisor has been a game-changer for my business. He simplifies complex financial decisions, uncovers opportunities I hadn’t considered, and gives advice that’s both strategic and practical. His genuine care for my success makes him an invaluable partner."

"Working with Bartek Your Business Advisor gave me confidence and clarity. Their guidance helped me make smarter financial decisions, and I always felt supported along the way. I’d recommend them to anyone who wants trusted advice without the jargon."

"I’ve never felt more in control of my finances and my path forward. The team took the time to understand my goals and created a clear plan for building wealth. They’re approachable, thorough, and truly invested in my success."

"Your Business Advisor has transformed the way we handle our books, and their strategy sessions have provided immense clarity in how we can take our business to the next level. Their attention to detail and proactive approach give me peace of mind and allow me to focus on growing my business. They’re more than bookkeepers - they’re true partners in business growth."

"I used to dread bookkeeping, but now it feels effortless. The team at Your Business Advisor made everything simple, accurate, and stress-free. Their support has freed up my time so I can focus on serving my clients."

"As someone running multiple construction businesses, I need peace of mind that the numbers are in good hands. With Bartek, I never worry about the books or taxes. On top of that, he brings valuable strategic advice that helps me grow."

"After my longtime accountant retired, I struggled to find the right fit. A trusted advisor recommended Bartek, and I couldn’t be happier. He’s knowledgeable, responsive, and always willing to go the extra mile. Bartek handles both my personal and business accounting needs with ease, and I truly feel supported. Couldn't recommend his services enough!"

"Building homes keeps me busy enough - the last thing I want is to stress about accounting. With Your Business Advisor, I know everything is handled properly. I trust Bartek completely, which lets me focus on what I do best: building homes."

Frequently Asked Questions

What services does Your Business Advisor provide?

Your Business Advisor offers three core service areas:

Your Business Books: Monthly bookkeeping, personal and corporate tax filings, payroll, financial statements, and strategic CFO-level insights
Your Wealth & Family: Holistic financial planning connecting your personal, business, and estate objectives—covering RRSPs, TFSAs, RESPs, tax strategies, trusts, and more
Your Business Strategy: Advice on operations, sales, marketing, supply chain, HR, IT, bookkeeping, advanced tax planning, wealth strategy, and legal referrals

What is your approach to working with clients?

We follow a structured four-step approach:

Consultation to explore your goals
Needs assessment to identify gaps and opportunities
Strategy & planning including systems and tooling (e.g., QuickBooks, Dext, Ownr)
Work the plan with ongoing monitoring, agility, and, if preferred, face-to-face meetings at Hamilton’s Uptown Business Club

How much do your services cost?

Our “Your Business Books” packages start at:

Business Sense – $585+ monthly (bookkeeping, dashboards, HST, personal tax, payroll)
Business Savvy – $895+ monthly (adds financial statements, corporate tax, business planning, estate structures)
Business Acumen – Contact us for a no-obligation needs assessment.

What makes you different from other financial advisory firms?

At Your Business Advisor, we don’t believe in one-size-fits-all solutions. We offer a modern, flexible, and client-first approach to business advisory—designed to meet you where you are and grow with you. Here’s how we stand apart:

A Personal CFO-Level Service Model
We bring executive-level financial guidance to your business—without the cost of a full-time hire. Our monthly plans provide transparency, predictability, and high-touch support.
Holistic Wealth & Estate Integration
We look beyond your business. By connecting your personal financial goals, family planning, and estate strategies with your business operations, we help you build lasting, multi-generational wealth.
A Practical, Technology-Enabled Experience
We use leading tools like QuickBooks, Dext, Google Drive, and Ownr to simplify and streamline your operations. It’s a clear, convenient, and collaborative way to manage your business.
Flexible Service Packages
Our plans are built to scale with your needs—whether you’re launching a new venture or managing a growing company. We tailor support around your goals, timelines, and complexity—never the other way around.
Available Virtually, with the Option for In-Person
While our approach is digital-first for ease and flexibility, we’re always happy to meet face-to-face at our Hamilton, Ontario office when a personal touch is needed. Whether you prefer virtual collaboration or in-person strategy sessions, we work the way you work best.
Industry-Agnostic, Impact-Oriented
From marketing agencies and financial service providers to tradespeople, construction companies, and healthcare practices—we work with entrepreneurs across all industries. Our industry-agnostic approach ensures that every strategy is tailored to your unique business, not limited by templates or one-size-fits-all solutions.
Advisory You Can Understand
We break down complex financial and strategic decisions into clear, actionable insights—so you can move forward with confidence. No jargon, just advice that makes sense.

Who is behind Your Business Advisor?

The firm was founded by Bartek Lasota, a CPA with 20+ years in finance, banking, capital investment, and strategic planning. Bartek’s mission is to deliver clear, simplified financial and business advice to help his clients grow their business.

How do you help business owners grow their wealth?

We guide you through each stage; from early wealth-building to advanced estate planning. Our strategies integrate personal finance, family planning, tax efficiency, and business growth to maximize multi-generational wealth.

Do you assist with business incorporation and legal setup?

Yes. We help you choose the right business structure, register your company, set up tax accounts, and connect you with legal partners for contracts, agreements, and compliance.

What industries do you specialize in?

We work with businesses across diverse sectors, including trades, healthcare, marketing, finance, construction, and technology. Every strategy we develop is tailored to your industry’s unique market conditions, regulatory requirements, and stage of growth – ensuring advice that is relevant, compliant, and results-driven.

Can you help me prepare my business for sale or succession?

Yes. We offer business succession planning, financial preparation for due diligence, valuation optimization, and ownership transfer strategies – whether selling, transitioning to family, or passing the business to key employees.

Can you integrate digital tools into my business?

Absolutely. We make it seamless and convenient to run your business by integrating tools like Google Drive for collaboration, Dext for receipt tracking, QuickBooks for financials, and Ownr for legal documentation. These platforms are included as part of our service—no extra fees, just smart solutions that work for you.

How do I get started?

Reach out via our website contact form or email info@yourbusinessadvisor.ca. We begin by discussing your goals, then proceed with a tailored consultation and proposal.