CFO Advisor in Airdrie Alberta
Whether you’re looking for a CFO or Controller to come in and maintain your current financial environment or someone to step into a more active leadership role, we can help. Working closely with our clients, we can quickly assess your current financial position and determine a plan to help you reach your goals. Often this role assists our clients in crucial phases for a business, such as during start-up, during periods of financial instability or even during CFO or Controller turnover.
CFO ADVISOR Pricing
PLEASE CALL US FOR A QUOTE
Pricing is based on the complexity of the corporate needs and can vary depending on the current issues at hand with the business. We are happy to provide you with a quote once we are able to have an understanding of the business, the current environment and what is required in this role. These engagements can range from a few hours a month to a few days a month of required support, we are happy to determine the level of support you require.
The Process
Step 1
Planning - Set up a discovery call by booking below. It is very important to get to know you and your business. This is the opportunity to ask questions and for us to learn about the business. It is important to make sure that we are the right fit for each other. You may not be entirely sure what you require, however, we can discuss this and find a process that works for you.
Step 2
Service Plan - Once we have had our initial consultation, we will be able to provide you with a quote that is aligned with the specific needs outlined. At this stage we can outline the work that will be performed, the timeline and what documents will be delivered upon completion.
Step 3
Advisory - We want to be a partner with your business. As such, we are committed to assisting you throughout the year, in any way we are able. As your trusted advisor, it is our job to manage the accounting and tax concerns of your business and let you focus on what you do best!
Ready to start making your life easier?
Book a discovery call. You should not dread meeting with your accountant! In fact, you deserve an accountant that feels like part of your team.
FAQs
CFO Advisor
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Great question, there are several instances where we could provide value such as a start-up phase where you are unable to employ a controller or CFO. Perhaps you are having a challenging time replacing key staff members due to turnover and need assistance in the meantime or possibly you are facing a major change in the accounting department and want some assistance with a smooth transition.
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Absolutely, we are happy to work with you to set up or improve the monthly bookkeeping or financial reporting processes and procedures. We can work with you or provide some great resources on individuals who can also assist us in documenting these processes.
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We are happy to help for however long you need us! Sometimes this may be a long term solution or sometimes this may be a short term contract. It all depends on the needs of your business.
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No problem. Feel free to reach out and see if we could be a good fit! Some of our clients we provide a quarterly review of the bookkeeping and a advisory call just to try to organize the financials with them and make sure they understand the numbers so you can make decisions for the business. Your business and financials are important and we are here to help you understand them!