CFO Projects / Advisory Services:

We serve as your dedicated start-up CFOs, delivering strategic and financial advisory services to drive growth and optimize profitability. Services are divided into the following areas ;

Financial Modeling to Raise Capital

Business Plan Preparation

Pitch Deck (Investor Presentation) Design

Board Report Preparation

Dashboard Design - Balanced Scorecard-key performance metrics (KPIs)

Strategic Planning & Financial Advisory Services (Designed to Foster Growth & Maximize Profitability.)

Performance Benchmarking

Fund Raising/Grant

Financial Forecasting & Analysis (Scenario Building)

Budgeting & Variance Analysis (Monitor Performance & Cash)

Cash Flow Planning

Profitability Analysis

Cost Management/Activity-Based Costing and/or Management

Information System Design and/or Implementation

Compensation Strategies for owner-managed Businesses

Project/Contract Management

Accounting Services:

We specialize in providing accounting services to early-stage tech companies and small businesses seeking best-practice solutions. Services are divided into the following areas ;

Corporate Accounting and Bookkeeping Services

Preparation of Financial Statements

Controllership Services

Implement Accounting Systems

-Establishing a Clean Chart of Accounts to create a well-organized and structured chart tailored to your business needs.
-Accrual Basis Accounting to ensure financial records align with the accrual accounting method for accurate financial reporting.
-Comprehensive Monthly Reports to provide insightful reports that clearly communicate your company s financial story.
-Develop and implement best-in-class Internal Controls, Policies & Processes for operations, accounting, and finance to ensure efficiency and compliance.

Tax Services:

We offer comprehensive tax services tailored for startups and small businesses. Services are divided into the following areas ;

Corporate Income Tax Return(T2)

Tax Planning for Startup

Corporate Income Tax Planning & Compliance

SR&ED Program Tax Credit

We offer five hours of complimentary consultation to support Indigenous business development.


	CFO Projects / Advisory Services: We serve as your dedicated start-up CFOs, delivering strategic and financial advisory services to drive growth and optimize profitability. Services are divided into the following areas ; Financial Modeling to Raise Capital Business Plan Preparation Pitch Deck (Investor Presentation) Design Board Report Preparation Dashboard Design - Balanced Scorecard-key performance metrics (KPIs) Strategic Planning & Financial Advisory Services (Designed to Foster Growth & Maximize Profitability.) Performance Benchmarking Fund Raising/Grant Financial Forecasting & Analysis (Scenario Building) Budgeting & Variance Analysis (Monitor Performance & Cash) Cash Flow Planning Profitability Analysis Cost Management/Activity-Based Costing and/or Management Information System Design and/or Implementation Compensation Strategies for owner-managed Businesses Project/Contract Management Accounting Services: We specialize in providing accounting services to early-stage tech companies and small businesses seeking best-practice solutions. Services are divided into the following areas ; Corporate Accounting and Bookkeeping Services Preparation of Financial Statements Controllership Services Implement Accounting Systems -Establishing a Clean Chart of Accounts to create a well-organized and structured chart tailored to your business needs. -Accrual Basis Accounting to ensure financial records align with the accrual accounting method for accurate financial reporting. -Comprehensive Monthly Reports to provide insightful reports that clearly communicate your company s financial story. -Develop and implement best-in-class Internal Controls, Policies & Processes for operations, accounting, and finance to ensure efficiency and compliance. Tax Services: We offer comprehensive tax services tailored for startups and small businesses. Services are divided into the following areas ; Corporate Income Tax Return(T2) Tax Planning for Startup Corporate Income Tax Planning & Compliance SR&ED Program Tax Credit We offer five hours of complimentary consultation to support Indigenous business development.