Has your company increased in size and looking to add leadership and financial knowledge to your accounting and executive team? As a well season team of accounting expert with more than 15 years of experience managing companies we can help you increase performance and efficiency by giving them the leadership and coaching they need to be successful. 

To add to our role as virtual controller/CFO, we support and advise you on all business topics so you can reach your goals. No matter your situation or size, we will guide and support your accounting and executive team to provide the best financial information you need to make strategic decisions.

 

We combine data analysis tools and technologies to increase the decision making process. What's important is that you make sound decision based on facts. You can click the link below to get a sense of what kind of tools we add to help you make these strategic decisions.

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Performance management

Technology implementation

As your virtual controller, we provide the following:

• Research grants and funding to supplement working capital.

• Supervise and review daily operations of the finance department.

• Provide leadership and guidance to your accounting team in accordance with business objectives.

• Present issues, concerns, alternatives and recommendations to management.

• Plan and manage the annual audit and quarterly review processes to ensure timely availability of financial information.

• Create and maintain financial controls and policies.

• Anticipate and identify business issues, including performance gaps, opportunities and emerging needs, and develop appropriate action plans to maximize profitability and business performance against key metrics.

• Prepare and review monthly reports to the Executive Team and the Board of Directors.

• Ensure the integrity and reliability of financial information provided to internal and external stakeholders and authorities.

• Manage cash resources.

• Implement and manage the annual budget process and ensure compliance with the various departments as required.

• Analyze the actual versus the budget.

• Ensure that the Company complies with the various Canadian and U.S. government authorities.

• Monitor and minimize the various financial risks (i.e. credit risks, foreign exchange risks, market risks) that may have a negative impact on the Company's financial position.

• Work with management to ensure that their financial reporting needs are met.

• We can also set up costing, pricing and transfer pricing policies.

• Get the research and development credits.

• Provide corporate and personal tax advice 

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