Services

Virtual CFO for Business

The most important function of a Virtual CFO is not the preparation of your financial information, but it is the interpretation of that financial information. What changes must your business make to achieve its goals based on the financial information being presented. If your financial information is not being interpreted, you are not getting value.

• Financial Reporting

• Financial Analysis

• Financing Strategies

• Company Restructuring

• Key Performance Indicator Development

• Banking, Legal, and Accountant Liaison

Virtual CFO for Personal

We specialize in helping owners and leaders keep the money they work so hard to earn. With services ranging from personal taxes to retirement planning, we provide a comprehensive solution. Your comprehensive personal financial plan will include:

• Retirement planning for peace of mind

• Debt management to free up cash flow

• Insurance planning to protect your assets

• Investing to minimize risk and reach your goals

• Income tax planning to limit asset erosion

• Estate planning to transfer wealth to the next generation

Financial Operations

Beyond bookkeeping and reports, get real-time advice based on accurate reporting and detailed projections.

• Bookkeeping

• Cash Flow Reports

• Budgeting

• Variance Analysis

• Software and online accounting tools

• Income tax provisions

• Systems and Workflow Design

Partnerships for Success

Our network of value-added service providers offers numerous critical, complementary services ranging from tax preparation services, cross-border Canada/US tax planning, debt planning, insurance strategies, and branding, marketing and sales services.

• Marketing, Re-branding, and Planning

• Corporate and Personal Income Tax

• Financial Planning

• Investment Management

• Insurance – Life, Disability, Critical Illness

• Group Benefits

• Corporate Legal and Incorporation Services

• Accounting & Audit Services