Let us fill the gaps in your accounting and financial requirements. We have the experts and suite of services to let you keep your eye on the ball, and the bottom line.

Overview

Most small businesses can see the benefit of having a CFO, but they are unable to afford to have a qualified, full-time CFO on staff. Our Contract CFO and Controllership service allows entrepreneurs to take advantage of practical financial advice on an as-needed basis, and to have the on-demand strategic insights that a CFO or Controller can bring to the table.

Our team of financial experts will tackle the accounting activities you don’t have the time or resources to complete. We can provide a Financial Controller during the year-end crunch or while existing staff are on parental leave; bring in a management accountant to analyze a prospective business line; or supply a bookkeeper to cover vacation time.

Examples

• Assist with due diligence during the sale of a business
• Secure a line of credit or other credit facility
• Deliver accurate and credible presentations on financial position
• Provide experienced financial input to a strategic planning process
• Attend key meetings with clients, bankers or investors
• Redesign your financial workflow so that you run more efficiently
• Provide a cash flow analysis during the economic slow down
• Assume financial controllership responsibility during a growth period until staff can be hired full-time
• Complete special project accounting that current staff don’t have time to do
• Develop a specialized financial reporting dashboard for internal staff to populate monthly
• Create and/or document internal control procedures to safeguard assets and ensure expenditures are properly authorized
• Offer vacation or maternity leave replacements in the accounting department

Services

• Treasury (banking and financing)
• Controllership (managing A/R, A/P, expenses)
• Reporting (to shareholders, management)
• Planning (review economic conditions, plan for growth)
• Accounting and financial reporting
• Bookkeeping services