We support our 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.

  • 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

  • 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