Scale Up or Down Service Levels to Meet your Business Needs

  Financial Strategy & QTR end Deliverables

• Annual Budgeting Process
• Long Term Strategic Plan (5 Year)
• Prepare BOD Presentations
• Investor Pitch Decks

Avoid Roadblocks

• What are the next steps in your business?  Most likely where you want to go is a place where we've already been.  We can assist your organization to avoid the roadblocks you may be facing.  Bounce your ideas off us and we will bounce some back for your consideration. 

• Monthly Financial Reporting
• Rolling 12 Month Forecast
• Variance Analysis (Actuals vs. Plan)
• Streamline Processes
• Coach existing Staff
• Assistance with Auditors
• System Implementations
• Tools and Processes
• Coaching and Mentoring

• Assess current Processes
• Implemental Streamlined Processes
• Train Finance and Accounting Personnel
• System Implementations

Fractional Resources Available for:

EPICOR - Canada (Greater Toronto Area)

PLANFUL - North America

ORACLE - North America