Turning financial insights into business growth

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Our Services

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CFO Advisory

  • Budgeting

  • Cash flow forecasts

  • Profit margin analysis

  • Key performance indicators

  • Technology systems review

  • Strategic planning

  • Risk management assessments

Compliance

  • Financial statement preparation

  • Account reconciliations

  • Payroll tax compliance

  • Sales tax filings

  • Financial systems best practices

  • Monthly MD&A analysis

  • Banking Relationships

Merger & Acquisitions

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  • Due diligence and Quality of Earnings Reporting

  • Operational key metrics

  • Historical and projected capital expenditures

  • Contractual/legal observations

  • Key human capital observations

  • Transaction structuring

  • Transition planning/execution

Our Strategic Approach

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  • Provide Executive Leadership

  • Prepare Monthly reporting package for monthly discussion with company owners

  • Determine profit margins by product/service

  • Develop annual budgets for strategic growth

  • Create cash flow forecasts

  • Management dashboards

  • Develop Key Performance Indicators

  • Review debt structure and meet with external partners such as banks

  • Discuss working capital improvements

  • Evaluate overhead burden rates

  • Develop process improvements

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