Virtual CFO
Your own dedicated Professional Accountant & Trusted Advisor
A Chief Financial Officer (CFO) provides businesses with financial and accounting expertise, however not all businesses have the need or ability to hire a full-time CFO. A Virtual CFO is a more attainable option and has many benefits for small and medium sized businesses by providing the same level of skill and expertise your business requires on an as needed contractual basis either remotely or on-site - all at a lower cost to your business.
Whether your business requires assistance weekly, bi-weekly, monthly, or on an individual project basis, we will work with you as part of your team to support your business needs. We will monitor and maintain its financial health and offer financial insight and guidance so that you can make better business decisions. Working with your Accounting/Finance team, we also offer back-office support to ensure you have the best processes, controls, and efficiencies in place.
For your fiscal year-end, we will review your file and prepare any necessary entries required to handover a complete and clean file to your tax accountant, resulting in a seamless and streamlined year-end closing process for your business.
We have a reputation for offering high quality professional services objectively and ethically, and believe that clear and timely communication, transparency, accuracy, and being detail oriented are integral parts of our success. We keep this top of mind when working with you to ensure you are kept up-to-date with the performance of your business.
Additional services we offer:
Internal Financial Reporting
Forecasts and Projections
Budget Development and Analysis
Cash-flow Analysis and Planning
Cost and Financial Analysis
Accounting System Reviews
Project based Support, Analysis and Implementation
Transactional Support, Analysis and Due Diligence
As your Trusted Advisor, for Out of Scope work, we will work alongside you and liaise with our network of industry experts in Tax, Legal, Insurance, Business Brokering, Mergers & Acquisitions, and Divestitures while always keeping your best interest in mind.
Process Automation
Take the robot out of the human
Through the automation of repetitive and mundane tasks, not only will your business become more efficient and productive, but it will also increase the accuracy and completeness of results. By implementing and configuring specialized software, it can handle rules-based and repetitive tasks currently performed by an individual allowing for the task to be completed quicker, more accurately, and at any time of the day. The goal is not to reduce head count but instead present opportunities for your employees to have more time for value-added tasks, reviewing final results and dealing with any exception items.
Connect with us to discuss how we can improve the efficiency and productivity of your business!
Business Analytics & Data Visualization
Transform data into actionable insights through Business Intelligence (BI)
In our current age of information and technology, businesses are generating more data than ever before. In order to actually gain benefit, you need to know how to best manage and analyze your data to ensure it is complete, accurate, and consistent. That is why we strive to help businesses extract value from vast quantities of information through advanced analytics and visualization techniques. Manage your business data with a powerful end-to-end solution that combines analytics, reporting, and dashboards all in an effort to achieve the ability for you to take a data-driven approach to decision making within your business.
Our BI solutions can combine data from multiple different sources and systems to programmatically analyze and generate valuable insights about the performance of your business. Best of all, it doesn't require any specialized hardware or expertise to run, keeping your ongoing operating costs low.
Connect with us to discuss how we can help you capture and transform your business data into valuable and actionable insights!