Manage

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 Ways Canadian Real Estate Investors can Manage FX Risk

Economic uncertainty and shifting trade policies between the U.S. and Canada have made it more important than ever for real estate investors to safeguard their portfolios. A fluctuating Canadian dollar vs US dollar, changes in interest rates, and evolving government regulations can directly impact investment returns and increase FX Risk. I prepared some steps that […]

Top Priorities for Business Owners in 2025

View this post on Instagram A post shared by Finalyze CFO (@finalyzecfo) As we’re early into the new year, it’s a great time for business owners to evaluate their goals, strategies, and finances to ensure a successful 2025. In our conversations with business owners, we’ve noticed that a few key financial areas consistently stand out […]

From Boardroom to Bedroom: Is Office Conversion in YOUR Investment Future?

One of the most exciting trends in urban development today is the conversion of office buildings into residential spaces, also known as office conversion development. With changing work dynamics and the growing shortage of housing, there are lots of opportunities for real estate investors to earn some serious returns while repositioning existing assets. Although, it […]


CONTACT

CONTACT US

Get in Touch

Get started with a 30 minute complimentary consultation.


GET A FREE CONSULTATION





    Mailing address: Finalyze Real Estate CFO Services - 9131 Keele Street, Suite A4 - Vaughan, Ontario, Canada - L4K 0G7

    Info@FinalyzeCFO.com
    416-886-1915