Operational Finance

  • ——————— Starting at $750/month ———————

    • Oversight of external bookkeeper or internal staff

    • Compilation and financial package preparation with notes

    • Monthly-end closing and reviews

    • Chart of accounts clean-up and structuring

    • High-level budgeting and forecasting setup

    • HST, payroll, and corporate tax coordination

    • Monthly check-in with a dedicated CPA

  • ——————— Starting at $1,250/month ———————

    • Hands-on support for budgeting, forecasting, and variance analysis

    • Payroll review and compensation tracking

    • AP and AR process optimization

    • Internal controls assessment and basic fraud prevention measures

    • CRA and WSIB compliance support

    • Bi-weekly meetings with dedicated a CPA

  • ——————— Starting at $1,500/month ———————

    • Multi-entity or multi-department reporting

    • Policy and procedures manual creation and maintenance

    • Capital expense tracking and amortization schedule setup

    • Cash flow management and working capital analysis

    • Support for year-end audits or review engagements

    • HR and hiring support

    • Onsite support by a dedicated CPA