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.
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
Business credit cards can be incredibly useful, but only if you choose the right one. A business credit card should support your operations and financial goals. The right card can help you manage cash flow, earn rewards, and simplify your business spending, but not all cards offer the same benefits.
Here are a several key things to look for:
1. Look at the annual fee. Some cards offer great value, but make sure the perks actually justify the cost. If not, you might be better off with a no-fee option.
2. Check if the rewards match your business spending. If you travel often, a card with airline or hotel points could be helpful. If most of your spending is on supplies, software, or ads, look for cashback in those categories.
3. Pay attention to the interest-free period. An interest-free window can give you flexibility for short-term purchases without added costs as long as you can pay it off in time.
4. Choose a card that makes bookkeeping easier. Some cards integrate with accounting software like Xero or QuickBooks, or offer downloadable statements that simplify reconciliation and reporting.
5. Consider employee card access. If your team needs to make purchases, look for a card that allows you to issue employee cards with spending limits and tracking features.
6. Evaluate the sign-up bonus. Intro offers can be a nice bonus, but only if the minimum spend fits your usual business activity. Don’t overspend just to earn points.
7. Read the fine print. Avoid surprises by choosing a card with clear, transparent terms. Watch out for hidden fees or unclear reward structures.
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