Virtual CFO
Virtual CFO
We provide our clients with the expertise of an experienced seasoned Chief Financial Officer on a part time basis, a
Virtual CFO.
Professional Advice
Professional Advice
We promise fast, professional advice that is Proactive to help you manage and grow your business
Fixed Fees
Fixed Fees
Never again worry about the clock and what your bill will be with our flat rate fees tailored to your needs
Ideas Taking Shape
Ideas Taking Shape
Delivering "Success through Partnership" as a strategic management partner.
Manage your budget On your terms
Manage your budget On your terms
Our goal is to make you more profitable by looking after Your Bottom Line. We promise fast, professional advice with responsiveness and value no one can match.
Are you looking for proactive advice to help you manage and grow your business? As your business grows and matures, you will need more than support or bookkeeping. There is a point where someone is needed to help you understand the numbers and financial statements versus just preparing them.
So, if you’re looking for an advisor who does things differently and puts you at the center of their business and really cares about building a long-term relationship, then we know you’re going to love taking 60 minutes out of your day to meet with us.
Ideas Taking Shape
Value-Add-Partners
"Success through Partnership" as a strategic management solution with an option to have an equity investment partner.
Strategic Management
We bridge Value-Add-Partners (VAP) and investors to focus on sustainable business development for your organization.
Scalable Opportunities
We review the visionary's plan, purpose and value proposition and build partnerships for long term sustainable growth.
Additional Services Available
Financial Statements
Prepare your statements for GST, HST and other Canadian tax reporting
US Tax Returns
US & International tax issues, US gambling & lottery wins, IRS compliance
Financial & Strategic Plans
Help with preparing budgets and planning for your business success
Cash Flow Forecasting
Help optimizing working capital to ensure operational costs are secure
Financial Health Assessment
Recommendations to improve your bottom line
Hypnosis Training
Using healing modalities to help business owners thrive