Advisory Services

Your Financial Navigator: Steering Your Business Toward Success.

Our Advisory Consultancy Services.

With over 30 years of combined experience helping Vancouver businesses, we aim to position your business for lasting success. Our advisory services go beyond profitability, ensuring peace of mind and taking off your load so you can focus more on your business.

Fractional Controllership

Avoid common pitfalls with an industry-leading fractional Controller. Our advisory services use best practices to optimize the way you work based on decades of experience.

Services Included

  • Coverage for temporary vacancies
  • Regular part-time role
  • Financial coaching
  • Leadership to finance, payroll, HR, IT, admin functions

Management Advisory & Consulting

As a business grows, scaling accounting is only one aspect of the business. Elevate and transform every part of your business by partnering with experienced operators and strategists.

Areas of Expertise

  • People
  • Finance
  • IT
  • Operations
  • Supply Chain

Business Planning

We focus on transforming for your business by providing clarity on reaching your future goals. We build financial models to anticipate potential pitfalls and opportunities, ensuring sustained growth through results-driven methods.

Planning Scenarios

  • Business Plans
  • Project Modelling (DCF, NPV, break-even, target profit %, etc.)
  • Pro Formas, Budgets, and Forecasts
  • Market and competitor analysis
  • Marketing and sales plans

Tools of an Effective Advisor

In-depth Knowledge

We provide clarity in areas including:

Areas of Expertise

  • Strategic Planning
  • Cash Management
  • Business Planning, Budgeting & Forecasting
  • Year-end Audit and Tax Preparation
  • Inventory & Costing
  • Financing
  • Process Improvement & Automation
  • Technology Implementation

FAQ - Advisory Services

What are Advisory Services?

Our Advisory Services are designed to either provide the extra manpower to assist your business through one-off projects such as technology implementation or seasonal needs such as year-end. Or if you require a senior finance person, we can provide the part-time Controller for your full-time business on a monthly basis to oversee the full-cycle accounting and month-end process.

How does Advisory differ from Bookkeeping?

Bookkeeping ensures your business transactions are recorded accurately and on a timely basis with the proper supporting documentation. As designated Accountants, we are trained to advise on accounting standards and compliance. And as Advisors, we are equipped to advise your growing business on areas such as technology, people, and operations.

How does Advisory differ from External Accounting?

External accountants take the records from your bookkeeper or finance team and create financial statements according to accounting standards. In turn, these statements are used to prepare the year-end tax return and are generally relied upon for review by external parties such as banks and shareholders. Depending on your requirements, the External Accountant may audit your records to ensure further accuracy. This is transactional work and completed annually. As Advisors, we are involved in your day-to-day business in order to support our projects or monthly oversight. Simply put, we are engaged in your daily business for our work to succeed.

Do you provide fixed price contracts?

While we are happy to estimate the time to support a project or provide monthly oversight, our Advisory services are billed in 15 minute increments. Generally, our variable billing reflects the complex and unpredictable nature of senior finance work.