Potier Management specializes in offering comprehensive and modern financial services for all your business needs. Don’t see what you’re looking for on this list? Get in touch with us and we’ll determine what you need and whether Potier Management can assist you.

Bookkeeping & Accounting

Cleaning and organizing your books to better understand the flux of cash in and out of your business.

Financial Planning & Analysis

Helping you plan your business finances ahead of time, analyzing your activities, and assisting you when making important decisions.


Providing high-quality payroll services to your employees, as they are important to you. We manage your payroll and take care of delivering compensation and payroll assistance on your behalf.

Financial coaching

This coaching is for new entrepreneurs or individuals who are looking for help with their finances. We’ll design custom sessions to help you understand the different components of your finances and give you the tools to make smart financial decisions.

Tax Planning & Preparation

Taking care of your personal and corporate tax returns and understanding the tax rules and regulations that affect your business.

Accounting automation & workflow

Guiding you when choosing your accounting software, setting up your systems, and providing training to you and your employees.