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

Build vs Buy: Due Diligence for Smarter Acquisitions (Part 1) 

Smart entrepreneurs today are focusing on due diligence for smarter acquisitions rather than building from scratch. The entrepreneurial landscape has shifted dramatically. Influenced by thought leaders like Codie Sanchez, today’s smart entrepreneurs are increasingly choosing acquisition over building from scratch. But here’s what many miss: the due diligence process can make or break your investment.  […]

Passive Real Estate Investing: 4 Benefits You Can’t Ignore 

When most people think about real estate investing, they picture buying a property, finding tenants, and dealing with repairs at 10 p.m. on a Saturday night. But there’s another route and it’s one that lets you earn returns from real estate without ever becoming a landlord: passive real estate investing.  With passive investing, your money […]

The Blueprint for Real Estate Investment Success

CanadianSME Small Business Magazine is Canada’s go-to platform for showcasing innovative SMEs driving economic growth across the country.  As a seasoned real estate finance professional with 20 years in the industry, having Kaz featured in CanadianSME’s spotlight is an exciting full circle moment.  In the spotlight, Kaz shared what inspired him to create Finalyze CFO […]


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    Mailing address: Finalyze CFO Services – 125 Commerce Valley Drive West, Suite 802 - Thornhill, Ontario, Canada – L3T 7W4

    Info@FinalyzeCFO.com
    416-886-1915