Virtual CFO

As an experienced Virtual CFO serving businesses across Canada, I can speak to the value of having a solid accounting team backing your business. It is vital to have a handle on the numbers, but perhaps more important is using the information to make better-informed business decisions.  Hiring a full-time Chief Financial Officer or a Controller is often too expensive or may not be suitable based on the size of the business. A Virtual CFO service is often an excellent solution.

We support many aspects of running a smooth financial operation which can be tailored for your business. Here are some ways in which we can assist:

  • Improving and automating accounting systems
  • Managing accounting entries and monthly reconciliations
  • Invoicing and accounts receivable
  • Bill payments and payables
  • Payroll processing management
  • Managing interactions with third parties such as banks, tax authorities, etc.
  • Financial budgeting and forecasting
  • Strategic guidance to improve profitability and cash flow
  • Preparation of monthly, quarterly, annual reports
  • Tax filings and compliance
  • Tax planning and savings opportunities

Our goal is to go beyond the numbers to deliver a comprehensive solution, one which provides back-end accounting support plus insights for strategic planning. Combining experience, technology and a commitment to client success - we offer a powerful combination that will better prepare your business for future growth.

Our monthly plans generally involve fixed, predictable fees so that your business has access to the year-round support it needs without the concern of incurring extra charges.

Allow us to help manage and streamline your financial processes so that you can focus on what you do best - running your business. Contact us to discuss how we can create a custom plan best suited for your needs.

Toma BW 6

As a Vitual CFO client, you will be receiving timely reporting and forward-looking insights to inform business decisions.

Daniel Toma, CPA, CA

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