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

Are You Ready to Launch a Real Estate Fund? 

Starting a private real estate investment fund can be a rewarding opportunity for ambitious individuals. A private real estate fund sometimes is called a Private Real Estate Investment Trust (REIT) and can compare to the Public REIT’s that are traded on major stock exchanges. While there can be significant returns and an opportunity to grow […]

Tax Relief in Your Stocking?

The Canadian Federal Government recently announced a “GST Holiday” to provide some sales tax relief for those struggling with affordability just in time for the holidays. Through the two-month period from Dec 14th to Feb 15th, 2025, select items will be exempt from GST/HST. These include mostly holiday related foods and gifts, such as:   […]

Why use a Financial Model for your Next Deal?

In the fast-paced world of real estate investment you are sometimes only as good as your last deal. Why not make that deal count? At Finalyze CFO Services we can help you count your returns (and blessings) through an investment grade financial model. Why should use a model for your next deal? Can’t you just […]


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

    Info@FinalyzeCFO.com
    416-886-1915