Meet David Potocki

Your Business Growth Partner

David is our visionary financial strategist, committed to propelling your business to new heights. With extensive expertise and a relentless drive for excellence, David is dedicated to crafting innovative strategies that ensure your financial success and business growth.

More About David

Strategist | Insightful | Experienced| Dedicated | Innovative

Early on in my life, I realized that I had a creative knack for both conceptional design, and problem-solving. Being a positive person, I never saw problems as a negative thing. I saw them as an opportunity to come up with a solution. So, I went to school for Graphic Design, excelled at it, and shortly after graduation I started my first Design business. I knew that in order to be able to apply all my skills, I needed to be self-employed. A regular job never allowed me to utilize my full potential. Although I had great design and marketing skills, I had no business skills at all. That was a huge problem. I floundered, and I was able to deliver for my clients and help them market their business, but was struggling to make a profit with mine.

Then one day, I decided that I needed to grow. Enough was enough, I said. "What do I need to learn to be more successful?" I asked myself. More confidence was the first thing on my list. So I auditioned for a local play, because what better way to help my confidence then to get up on stage in front of a room full of strangers? Well, I got the lead role, which included 7 monologues. I did it, and not a half bad job, if I may say so myself. From there I joined Toastmasters an international organization that helps with public speaking and entered every speech contest I could. Next, I knew I had to learn the business side of things. Along with learning on the fly, normally "what not to do", I looked for opportunities to learn from successful business owners. I found a business networking group, started a mastermind group with some successful businesses, joined the local Chamber of Commerce and read a ton of books.

Now that I started to gain quite a bit of business building skills as well as my marketing skills, I felt the need to help other business owners avoid all the mistakes I made over the years. My first "Business coaching" job was taking on a leadership roll at the business networking group and leading all the meetings along with growing the group. After that, I became President of the Chamber helping it grow as well as helping grow the annual Home Show year after year.

All that time I was working with the Chamber and running my own marketing, design and print business I thought I was smart enough to do it all on my own. That I had learned all I needed to, to be able to run a successful business. Boy, I could have not been more wrong. I was able to deliver a great product with fantastic service, but that is not enough. I didn’t have any processes in place for predictable leads and conversions, didn’t have systems in place in order to leverage my resources, I didn’t have a handle of my profitability and I didn’t have proper pricing, bundling, upsell/downsell options available.

So, I ended up burning myself out, selling the business at way below market value and getting out of the business all together. The burn out had a tremendous affect on my personal life as well. My marriage deteriorated, I wasn’t fully there for my kids and was not very happy.

I needed time to clear my head, so what better way then to work with your hands. I spent the next few years working with a Master Carpenter and learned a great deal about renovating all aspects of a house. But more importantly it gave me a chance to clear my head, give me some perspective and vigorously renew my passionate to help other business owners.

Now, I am even more passionate about helping business owners succeed after having experienced the real pain that comes from owning a business that is struggling. Most business owners put their heart and soul along with a ton of sweat and tears into making their businesses succeed. I am here to teach them that there is a better way to make that dream happen.

As I continue to see success in my coaching clients it came clear to me that there is a huge gap with traditional bookkeeping between businesses being merely CRA compliant and planning for success. So, I sought out a business partner that not only had the accounting skills, but had the vision for helping people as I did. I found that and more in Maria and together we have created some amazing solutions that sets our clients up for success.

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READ SOME OF DAVID's CONTRIBUTIONS

HAving a destination makes it easier to get there

Boost Your Business Grow with SMART Goal Setting

August 15, 20242 min read

In today’s rapidly changing business landscape, setting strategic and focused goals is crucial to driving success. As a business owner, navigating the journey to growth requires precision and a well-thought-out approach. One of the most effective methods for goal-setting is using the SMART criteria: Specific, Measurable, Achievable, Relevant, and Time-bound. Here’s how you can leverage SMART goals to elevate your business to new heights!

1. Specific: Clearly Define Your Objectives

Begin by identifying clear and specific objectives. Ask yourself, "What exactly do I want to achieve?" Whether it’s boosting revenue, expanding your customer base, or increasing brand visibility, ensure your goals are well-defined and focused. The more precise your goal, the easier it will be to plan and take actionable steps toward achieving it.

2. Measurable: Track Your Progress with Precision

Setting measurable goals allows you to monitor your progress and stay on course. Determine the key performance indicators (KPIs) that will help you quantify success. Whether it’s tracking sales numbers, monitoring website traffic, or measuring social media engagement, having tangible metrics ensures you can assess your progress and make data-driven decisions.

3. Achievable: Set Realistic and Attainable Goals

While ambition is important, it’s equally crucial to set goals that are realistic given your resources, team capabilities, and market conditions. SMART goals should challenge you but remain attainable. By setting achievable targets, you foster a sense of accomplishment and maintain motivation as you progress.

4. Relevant: Align Goals with Your Business Vision

Ensure that each goal is relevant and aligned with your broader business strategy and long-term vision. Every objective should contribute meaningfully to your overall mission, ensuring that your efforts are concentrated on outcomes that truly matter. This alignment helps maintain focus and ensures that your goals drive sustainable growth.

5. Time-bound: Create a Sense of Urgency

Adding a timeline to your goals is essential for maintaining momentum and accountability. Set clear deadlines for when each objective should be met. Whether you aim to reach your target in a month, quarter, or year, having a specific timeframe helps prioritize tasks and keeps you on track.

As you prepare for the challenges and opportunities that the months ahead will bring, make SMART goal-setting a foundational part of your business strategy. By crafting goals that are Specific, Measurable, Achievable, Relevant, and Time-bound, you’ll not only outline a clear path to success but also execute your plans with purpose and precision. Here’s to a year of strategic growth, achievement, and unparalleled success in your business endeavors!

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David Potocki

David is a creative visionary with expertise in design and problem-solving. His journey from running a design and print business to mastering public speaking and business strategies has fueled his passion for supporting growing businesses. With a keen eye for innovation and a deep understanding of business dynamics, David excels in crafting strategic financial and business solutions that maximize profits and drive sustainable growth for the long-term success of businesses.

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