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

Contract Surety Bonds in Construction: A Practical Guide for Developers and Contractors

Guest Expert Series As part of our ongoing collaboration with industry specialists, this article features insights from insurance advisor Alexandra, focused on how bonding and construction insurance structures influence risk, financing readiness, and project stability. At Finalyze CFO, we believe financial clarity extends beyond the numbers — and understanding how insurance integrates with planning and […]

Financial Discovery During Estate Administration: Finding Assets That Don’t Appear on Day One

Estate administration rarely begins with a complete financial picture. Even in well-organized situations, executors and advisors typically start with partial information:  a will, a handful of known accounts, and fragmented records from family members. But over time, individuals accumulate financial relationships across multiple institutions, asset classes (including digital assets), and structures. This creates a gap […]


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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