SERVICES
CONTRACT CFO (CHIEF FINANCIAL OFFICER)
Everything you'd want from a full-time on-staff CFO, but on a part-time, on-call basis (i.e. without the full-time cost commitment) - 100% remote (online) and paperless
Profit & cash-flow consulting and coaching
Strategic direction, management & oversight of all your record keeping & accounting procedures
Drive process improvements (with technology, best practices, benchmarking, training, and more)
Provide financial reports & customized managerial reports (including key performance indicators)
Analyze, interpret and review financial data with ownership & management (and provide metrics-driven input & advice)
Coordinate & communicate with other 3rd parties for tax planning, budgeting, forecasting, financial modelling, etc. (e.g. tax accountants, auditors, lawyers, commercial real estate agents)
Maintain compliance with regulatory bodies & develop internal company controls to prevent fraud
Training and on-going support
MBA-LEVEL CONSULTING
Collaboration with the organization's key stakeholder(s) regarding goals and strategies to achieve them
Project plan management - will implement strategies, monitor the progress, and drive course corrections as required
Overall company/corporate strategy, business development, automation, workflow optimization, information flow and control centre improvements
Profit and cashflow improvements
Interpreting and leveraging your financial data
Cost-cutting measures
Ideas, best practices and benchmarks
Guidance, coaching and advice
Continuous improvement
And more…
FULL-SERVICE BOOKKEEPING & MONTH-TO-MONTH ACCOUNTING
Including
New account set up
QuickBooks trouble-shooting & training
Representation with government bodies
Sales tax remittances
Inventory
Accounts receivable
Accounts payable
Expense & receipt tracking
Income/revenue tracking
Payroll
Account reconciliation
Financial reporting
Year-end preparation for income taxes
Support, communication & consultation