Tailored support
Our offerings are crafted to support organizations that don’t have a dedicated finance resource, need to level up, and/or supplement their existing finance department.
We have worked with a number of businesses, non-profits and charitable organizations. Our offerings are generally best suited for organizations that are growing or scaling, run by good management teams, and are well funded.
Our Services
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Creation and management of financial planning and analytical tools
Cash flow planning
Planning and managing budgeting process
Support board and investor reporting
Provide corporate finance services (capital raising) and M&A advice
Implementation, support, and management of new, innovative finance technologies
Act as a confidant to owner/entrepreneur - strategic advisor/”sounding board”Modernizing accounting and finance processes
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Lead month-end close process and reporting
Lead year-end review/audit engagements by external auditors
Advise on corporate controls and policies
Provide oversight and management of internal/external bookkeeping staff/financial analysts
Management of compliance regulatory filings -
Invoicing, payroll processing
Filing HST/Payroll tax remittances
Tracking and recording revenue and expenses
Performing bank reconciliation
Organizations We Work With
Operating companies (technology companies, ecommerce companies, diversified service industries)
Non-profits/Charities
Investment companies/Family Offices