Empowering Startups, Small, and Medium Businesses for Financial Success.
Our mission is to provide personalized financial consulting that drives growth, enhances cash flow, and ensures long-term success.
Virtual CFO Advisory
- Cost-effective expertise
-
Scalable financial support
when you need it -
Tailored strategic
decision-making
If you’re a growing business that needs professional advice for strategic planning, growth, and sustainability, but can’t afford a full-time CFO, our Virtual CFO Services package will be a perfect fit. It will provide you the full benefit of a CFO without the full price tag.
- Monitor and manage cash flow
- Review and analyze financial reports
- Build and monitor key performance indicators (KPIs)
- Conduct monthly financial review meetings
- Prepare cash flow forecasts
- Prepare and measure budgets
- Liaise with external stakeholders (banks, auditors, CRA, etc.)
Finance Controller
-
Streamlining accounting
functions and operations -
Enhanced financial accuracy
+ improve controls -
Avoid paying interest
and penalties
Let us manage your business to save you time, boost cash flow, improve profit margins, and give you peace of mind knowing it’s headed in the right direction.
- Monitor and manage cash flow
- Review and analyze financial reports
- Build and monitor key performance indicators (KPIs)
- Conduct monthly financial review meetings
- Prepare cash flow forecasts
- Prepare and measure budgets
- Liaise with external stakeholders (banks, auditors, CRA, etc.)
Payroll
-
Strategy to minimize
the tax burden -
Save you time and money
so you can focus on business -
Tax planning to reach
your wealth advisory goals
Our corporate year-end financial statement preparation and tax filing services ensure compliance, save you money, and help develop strategies to maximize your financial goals.
- Process payroll periodically (weekly, bi-weekly, semi-monthly, monthly)
- Initiate direct deposit to employee accounts
- Provide employee self-service access for pay stubs, t-slips, and ROEs
- Administer vacation entitlements and pay unused vacation time
- Prepare and file government remittances for source deductions, WSIB, and EHT
- Conduct year-end reconciliation and file T4s
Accounting + Bookkeeping
-
Accurate coding and
entry of the transactions -
Reconcile bank and other
balance sheet accounts -
Get compliance and
tax efficiency
Our expert accounting and bookkeeping services ensure accurate, timely record-keeping, so you can focus on building your business and increasing revenue with confidence.
- Monitor and record all income and expenses
- Close general ledger at the end of each accounting period
- Reconcile bank statements and credit card accounts monthly
- Prepare and file sales tax returns timely
- Generate standard financial reports (e.g., balance sheet, income statement)
Year-end + Tax Planning
-
Accurate tax filing
and compliance -
Informed financial
decision-making -
Maximize deductions
and saving
Our corporate year-end financial statement preparation and tax filing services ensure compliance, save you money, and help develop strategies to maximize your financial goals.
- Compilation financial report
- Corporate tax return
- Personal tax return (only for business clients)
Growth Services For Every Stage of Your Business
Professional
STARTING AT:
- Financial Controller
- Payroll
- Bookkeeping
- Year-end Tax Planning
Enterprise
STARTING AT:
$2,500 /MONTH
- Virtual CFO Advisory
- Financial Controller
- Payroll
- Bookkeeping
- Year-end Tax Planning
Add Additional Services to Make the Perfect Finance Package
We make sure we offer what you only need because we believe that our value comes when it reflects on your bottom line, may it be in profit or in savings.
HR Management Services
- Payroll & Benefit Administration
- HR Policies Review & Improvement
- Benefit & Pension Formation
- Compensation Packaging
- Hiring and Retention Strategy.
We Have Tailored Solutions as Unique as Your Business
We understand your unique challenges. Which is why we offer additional services to help your business grow and thrive for the long-haul.
5 Advantages When You Outsource Your Financial Management Team
Scalability by Boosting Your Business with Ease
Cost-Effective Solutions by Maximizing ROI
Focus on Core Business by Enabling your Full Potential
Improved Efficiency by Having Experts at Your Fingertips
In addition to project accounting and financial controller services, Priti provides excellent strategic insight and advice. She is incrediably efficent and accurate. Her contribution is invaluable
4TÉ INC.
Prime Consulting Firm in Interior Design
In addition to project accounting and financial controller services, Priti provides excellent strategic insight and advice. She is incrediably efficent and accurate. Her contribution is invaluable
4TÉ INC.
Prime Consulting Firm in Interior Design
In addition to project accounting and financial controller services, Priti provides excellent strategic insight and advice. She is incrediably efficent and accurate. Her contribution is invaluable
4TÉ INC.
Prime Consulting Firm in Interior Design
Latest Advice + Tips
Unveiling Excellence
Meet Priti, Our Finance Expert, Driving
Introducing the SA Finance Management Guide
For Small and Medium Enterprises in
5 Advantages Finance Management Team
When You Outsource Your Finance Management
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