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Designed for ambitious business owners looking for an “all in one” solution for their finance, accounting, and tax needs. We take a total view of your operating businesses, real estate investments, and personal wealth.
Finalyze’s Monthly CFO Advisory Service is focused on the following outcomes for business owners:
Build clear Targets for your financial futsure.
Make your capital work smarter.
Monitor and predict your cash flow.
Safeguard and build your wealth.
What’s included in the service? |
Monthly |
Annual |
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CFO business review & advisory call |
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Cash flow forecasting |
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Accounting services |
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Annual budget & targets |
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Compilation financial statements |
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Owner compensation tax planning |
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Corporate and personal tax returns |
You walk into a bank, provide your pay stubs and a T4, check your credit, fill out the Personal Net Worth form, and you get Approved or Denied right away. That’s the typical process for most people. Self-employed individuals face unique challenges as their finances, cash flow, and net worth are tied up in their […]
While thought leaders such as Codie Sanchez champion acquisitions for their speed and proven cash flow, building a business from scratch offers unique advantages such as complete operational control, unlimited growth potential, and tax optimization from day one. In Part 2 of our Build vs Buy series, we shift from acquisition due diligence to startup […]
Consider this scenario: A business owner thinks their company is profitable until April when their accountant presents a $25,000 surprise income tax bill. They had no idea predictable cash flow and profit were different, forcing them to scramble for a business loan to pay the CRA. This captures the danger that kills more businesses than […]
CONTACT US
Get started with a 30 minute complimentary consultation.
Mailing address: Finalyze CFO Services – 125 Commerce Valley Drive West, Suite 802 - Thornhill, Ontario, Canada – L3T 7W4
Info@FinalyzeCFO.com