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

Accountant Retiring?

Accountant Retiring? Here’s What You Need to Know

March 04, 20251 min read

If your accountant is retiring, you might be wondering what to do next. Don’t panic! There are a few key steps you can take to ensure a smooth transition for your business finances.

1. Get Your Records in Order

Before your accountant steps away, request all financial records, reports, and tax documents. Make sure you have access to any accounting software, login details, and past filings to avoid last-minute scrambling.

2. Review Your Current Financial Setup

Take this opportunity to assess your bookkeeping and accounting processes. If your system is outdated or inefficient, this could be the perfect time to upgrade to a more streamlined solution.

3. Find a New Accountant ASAP

As soon as you find out your accountant is retiring, start looking for a replacement. Ideally, choose someone with experience in your industry so they understand your business operations. A smooth transition starts with finding the right fit—be sure to share how your financial setup was managed before so they can guide you through the next steps seamlessly.

4. Ensure a Smooth Transition

Once you’ve found a new accountant, provide them with all necessary documents and details about your previous setup. The more they understand how things were managed before, the easier it will be for them to take over and improve your financial processes. Clear communication will help them guide you through the transition seamlessly, ensuring nothing gets missed.

Losing your accountant doesn’t have to be stressful! Need a reliable bookkeeping solution? We’ve got you covered!

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Maria Mejia

Maria is driven by a passion for helping others and a love for accounting that began in college. After excelling in her studies and gaining hands-on experience, she founded her own Accounting and bookkeeping firm to assist small businesses with their financial management. Maria’s dedication to understanding and applying financial principles empowers entrepreneurs to make informed decisions. Her expertise in financial advising helps businesses not only grasp their numbers but also leverage them for sustained growth and long-term success.

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