Our Services

CFO Support

  • 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

Controllership

  • 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

Full Cycle Bookkeeping

  • Invoicing, payroll processing

  • Filing HST/Payroll tax remittances

  • Tracking and recording revenue and expenses

  • Performing bank reconciliation