Operational Finance
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——————— 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
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——————— 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
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——————— 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
