SERVICES PERFORMED IN THE PAST

CFO - COMPLIANCE - CORPORATE GOVERNANCE

CFO - COMPLIANCE - CORPORATE GOVERNANCE

CFO - COMPLIANCE - CORPORATE GOVERNANCE

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Public companies are required to comply with a complex set of regulatory requirements and legal obligations.  Furthermore, the management team of a public company has an additional responsibility to provide the Board of Directors with the necessary information, in an accurate and timely manner, to allow them to manage or supervise the management of the public company. 

CFO - COMPLIANCE - CORPORATE GOVERNANCE

CFO - COMPLIANCE - CORPORATE GOVERNANCE

To assist with the compliance and governance aspects of a business we have offered our services as either: 

  • a part-time/outsourced CFO working directly with your CEO, COO and Board of Directors in the management and stewardship of the company; or
  • as a senior financial consultant working with your existing team to provide support and expertise when and where it is required.  This can be done on a project basis or on an on-going part-time basis.

CFO - COMPLIANCE - CORPORATE GOVERNANCE

As a part-time/outsourced CFO some of our responsibilities will include:

  • Preparation/review of quarterly and annual financial statements;
  • Preparation of quarterly and  annual MD&A;
  • Managing annual audits and quarterly reviews;
  • Managing submission of all required tax filings;
  • Preparation of budgets and reports to management and the board on budget vs. actuals;
  • Managing the treasury and working capital of the company;
  • Liaising with the company's legal to ensure all corporate filings are done in an appropriate manner; and
  • Ad hoc projects as required.

FINANCIAL ADVISORY AND REPORTING

FINANCIAL ADVISORY AND REPORTING

FINANCIAL ADVISORY AND REPORTING

If you: 

  • are a public or private company with a periodic requirement to do financial statements but your staff need some assistance to manage the preparation of the statements;
  • require technical assistance with a complex accounting issue or a change in accounting policy; or
  • require consultation of strategic business decisions; 


Our financial advisory services can be tailored to fit your needs and scheduled as frequently as your business needs demand. 

ERP SYSTEM IMPLEMENTATION

FINANCIAL ADVISORY AND REPORTING

FINANCIAL ADVISORY AND REPORTING

Ensuring that your company has the right person to manage the implementation of an ERP system is vital to the success of the project.  With my IT and Finance background I am able to effectively manage an ERP project with an understanding of the impacts of decisions on accounting and technical matters.  In the past I have had a very hand-on role in the implementation of financial reporting, inventory and warehousing, manufacturing, sales and marketing, fleet maintenance, and logistics modules in different ERP systems.  


With my diversity in experience in this area our ERP implementation service can be tailored so that we fulfill any role you desire whether it be project management of the whole ERP project or limited to consultant assisting in the deployment of just one module.

IPO - M&A SUPPORT

FINANCIAL ADVISORY AND REPORTING

IPO - M&A SUPPORT

Your company might find itself in a position where it is considering some M&A activity or pursing an IPO or RTO to go public.  During these situations I can come in and support your company with organizing documents and records, preparing any financial models that may be required, completing financial statements in compliance with IFRS, organizing and managing audits that may be required, liaising with legal counsel to ensure all their requirements are being met, liaising with regulators, and the countless other things that seem to come up during these stressful transactions.

MODELLING - FORECASTING

MODELLING - FORECASTING

MODELLING - FORECASTING

If you need someone who can:

  • take existing financial and operational data and use it to create customized charts, reports, or analytics;
  • take historical data and use it to make forecasts of financial or operational metrics;
  • use data from various internal and external sources to create a valuation model for your business;


Whatever requirements may arise for modelling of data, we will work alongside your team to get what your organization requires. 

MODELLING - FORECASTING

MODELLING - FORECASTING

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