“I made the colossal mistake of not hiring experienced people because I was so concerned about saving money.”
Do You:
have a growing business?
need senior-level expertise without full-time employee cost?
run a service business or marketing agency?
have less than 30 employees?
Standard Accounting
Recording what happened...
- bookkeeping, client invoicing, vendor payables, receivables, A/R collections
- HST Remittances
- financial statement preparation
- submission of accounting files to tax provider
- maintain accounting records & files
Controller Services
Manage the financial condition of your business...
- manage cash flow and projections
- financial statement preparation and analysis
- quarterly and month-end reporting
- create business and department budgets
- analytics - key performance metrics, benchmarking
Accounting & Operations:
- manage bookkeeper and accounting department
- accounting software selection and implementation
- setup accounting procedures, documentation, internal controls (authorization, expense limits)
- job or project costing
- maintain fixed asset records
- setup tax remittance accounts
- select insurance and IT providers
- coordinate with external CPA's on tax preparation
- credit and bank compliance reporting
Human Resources:
- manage payroll system, setup employee benefits provider/insurer, create compensation and bonus programs
Marketing Finance:
- job costing & analysis, time tracking & productivity, client & dept P&L reporting
CFO & Business Navigation
Your trusted advisor and business partner...
- strategic planning & forecasting
- identify and present opportunities
- implementation of business plan
- deep dive analysis and solutions
- establish critical banking relationships
- senior compensation & incentive plans
- business coach to employees
- manage business risk