Services
Imagine having the confidence to make informed decisions, optimize your cash flow, and strategically plan for your business’s future. With our Strategic Finance and Fractional CFO services, you don’t have to imagine. Let us help you unlock your business’s full potential and achieve the success you deserve.
Fractional CFO
Strategic Financial Planning
Profitability Analysis
Cash Flow Management
Forecasting & Budgeting
Accounting & Tax Compliance
- Enhanced Financial Clarity
- Improved Cash Flow Management
- Strategic Budgeting and Projections
- Proactive Financial Planning
- Informed Decision-Making
- Operational Efficiency
- Risk Mitigation
- Increased Profitability
- Scalable Growth
- Compliance and Reporting
- Enhanced Investor Relations
- Personalized Financial Strategies
Fractional CFO
Strategic Financial Leadership Without The Full-Time Commitment
- Financial Strategy Development: Crafting comprehensive strategies to drive business growth and financial stability
- KPI Development and Monitoring: Establishing key performance indicators (KPIs) and tracking them regularly to measure business health
- Mergers & Acquisitions Advisory: Offering financial insight and due diligence for mergers, acquisitions, or partnerships
- Financial Systems Implementation: Advising on and implementing accounting systems and financial tools to streamline operations
Strategic Financial Planning
Building the Blueprint for Long-term Success
- Financial Goal Setting: Helping businesses set short- and long-term financial objectives aligned with growth and profitability.
- Capital Allocation: Assisting in prioritizing investments and resources to maximize returns and efficiency.
- Risk Management: Identifying financial risks and developing strategies to mitigate them.
- Exit Strategy Planning: Crafting financial plans for business owners looking to sell, merge, or transition ownership.
Profitability Analysis
Maximize Your Bottom Line by Understanding Profit Drivers
- Cost Structure Analysis: Identifying fixed and variable costs to determine areas for cost-cutting.
- Product/Service Margin Analysis: Evaluating the profitability of different offerings to focus on high-margin areas.
- Operational Efficiency Review: Assessing business operations to identify inefficiencies impacting profitability.
- Pricing Strategy Optimization: Advising on optimal pricing models based on cost analysis and market demand.
Cash Flow Management
Keep Your Business Running with Healthy Cash Flow
- Cash Flow Forecasting: Providing projections of future cash inflows and outflows to ensure liquidity.
- Receivables and Payables Optimization: Improving collection processes and negotiating better payment terms with suppliers.
- Working Capital Management: Monitoring and optimizing the balance between assets and liabilities for better cash flow.
- Scenario Analysis: Evaluating different financial scenarios to help you prepare for fluctuating cash flow conditions.
Forecasting & Budgeting
Plan for Tomorrow with Accurate Forecasts and Budgets
- Revenue Projections: Forecasting future sales and income to inform business decisions.
- Expense Budgeting: Creating detailed budgets to manage costs and control spending effectively.
- Break-Even Analysis: Determining the point where your business becomes profitable.
- Variance Analysis: Regularly comparing actual performance against budgets and forecasts to identify areas for adjustment.
Accounting & Tax Compliance
Stay Organized and Compliant with Reliable Accounting Solutions
- Bookkeeping: Managing day-to-day financial transactions, including accounts receivable and payable, payroll, and reconciliations.
- Financial Reporting: Preparing monthly, quarterly, and annual financial statements for internal and external use.
- Tax Filing and Compliance: Ensuring timely and accurate filing of corporate taxes, HST/GST, and payroll taxes.
- Audit Support: Assisting with audits and reviews, ensuring full compliance with regulatory requirements.
We support modern CEOs and leaders so you can strategically grow a business that supports your team, family, and community through a holistic approach to business financial management.
We work side-by-side with you and your team to eliminate challenges and seize opportunities through comprehensive, ongoing analysis of your financial health so that you have the knowledge you need to amplify your results.
When you partner with us to manage your business finances, you’ll experience peace of mind knowing that you have an executive-level partner who understands the unique needs and challenges of your business. Together, we’ll uncover the exact strategies you need to steer your business towards the next level of growth… and beyond.
We offer month-to-month services so that if at any point you feel we’re not delivering growth to your bottom line, you can walk away. Risk-free.
Contact Us
If you’re a modern entrepreneur or non-profit executive who wants to get out of the weeds of working in your business and step into the role of actually LEADING your team, contact us now!