VIRTUAL CFO | Bringing the numbers into focus to benefit your business

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WHY YOUR BUSINESS NEEDS OUR VIRTUAL CFO SERVICE

When fighting the daily fires of running a business, administration and finance can become less of a priority. Before you know it, your year end has come and gone. Months later, you sit down with your accountant and go through the records of your previous business year. It’s too late to make changes for last year and opportunities for the current year can be lost because you are already months into the year.

But it doesn’t have to be this way.

You need a team behind you that can manage the financial information and interpret the results on a timely basis. You need Davies & Associates’ Virtual CFO Service. Let us recommend a fixed-price package that has services specifically designed for your business.

“Bringing them into our business has given us the support, encouragement, training and knowledge necessary to keep our business competitive in a very competitive market.””

Corina Oosterhof, Owner
Oosterhof Electrical Services

Our services fill the gaps in your business.

They can include:

  • Bank and credit card reconciliations
  • Monthly government reporting (WSIB, payroll deductions, HST)
  • Financial oversight as well as monthly Key Performance Indicators (KPIs), assistance with month end adjustment and monthly financial statements
  • Meeting with your Virtual CFO to review the results and determine next steps
  • Unlimited phone calls and emails
  • Advice on routine business matters

Our Virtual CFO service delivers financial oversight, support and expertise at a fraction of the price of a full-time CFO.

We provide:

  • Timely financial information to make decisions
  • Monitoring of Key Performance Indicators (KPIs)
  • Identification of problem areas
  • Cash flow management
  • A trusted and experienced team
  • Measureable profitability improvement
  • Strategies to accelerate business growth