Accounting

Monthly CFO Advisory Service

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:

Set Clear Targets

Build clear Targets for your financial futsure.

Manage Capital

Make your capital work smarter.

Predict Cash

Monitor and predict your cash flow.

Build Wealth

Safeguard and build your wealth.

What’s included in the service?
Monthly
Annual

CFO business review & advisory call

Cash flow forecasting

Accounting services

Annual budget & targets

Compilation financial statements

Owner compensation tax planning

Corporate and personal tax returns

BLOG & TIPS

5 Places Money Disappears in Contractor Businesses (And How to Find It)

Understanding where money disappears in contractor business operations is crucial—it’s not theft, but poor tracking systems that hide where profit goes. You’re booked solid. Revenue’s climbing. So why does the bank account feel tight? For most contractors, the problem isn’t revenue—it’s visibility. When your accounting system doesn’t show where money goes at a detailed level, […]

How Mark Closed a $75K Equipment Lease Without Leaving the Job Site 

Mark runs a busy contracting business. When a $75K equipment lease for contractors came through, he closed the deal without leaving the job site. Spring through Fall, he’s managing crews across multiple job sites, trying to maximize revenue before the winter freeze slows everything down.  This particular Tuesday started like most others—until his Project Lead […]


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    Mailing address: Finalyze CFO Services – 225 East Beaver Creek Suite 700 - Richmond Hill ON, Canada – L4B 3P4

    Info@FinalyzeCFO.com
    416-886-1915