bookkeeping services hamilton holst equation 1

CFO/CONTROLLERSHIP

bookkeeping contact services hamilton holst equation 1

CFO/CONTROLLERSHIP

bookkeeping contact services hamilton holst equation 1

PART-TIME CONTROLLER AND CFO SERVICES:

A business may have a good bookkeeper or internal accounting team, however as the business grows the business may require a Controller/CFO. Our part time Controller/CFO services allow the business to have a Controller/CFO on an as needed basis.

CFO controllersip servcies hamilton  (1)

OUR PART TIME CONTROLLER/CFO SERVICES:

We treat every client as a unique business. We learn the clients systems and business and focus on maximization of profits with a forward looking approach.
Our part time Controllers/CFO’s have many years of senior level experience and have an accounting designation or an MBA.

MANAGING YOUR BOOKKEEPER OR INTERNAL ACCOUNTING TEAM:

We will identify tasks, set deadlines and set standards and procedures for the day to day bookkeeping or internal accounting. We will then manage the outcome of these.

CFO controllersip servcies hamilton  (1)

OUR PART TIME CONTROLLER/CFO SERVICES:

We treat every client as a unique business. We learn the clients systems and business and focus on maximization of profits with a forward looking approach.
Our part time Controllers/CFO’s have many years of senior level experience and have an accounting designation or an MBA.

MANAGING YOUR BOOKKEEPER OR INTERNAL ACCOUNTING TEAM:

We will identify tasks, set deadlines and set standards and procedures for the day to day bookkeeping or internal accounting. We will then manage the outcome of these.

GOVERNMENT AND ACCOUNTING COMPLIANCE:

We ensure that the company is in compliance with payroll, HST and PST filings.
Accounting standards follow GAAP and we work with your external accountant regarding the NTR, Review Engagement or Audited Financial Statements.

bookkeeping contact services hamilton holst equation 1

CFO controllersip servcies hamilton  (2)

GOVERNMENT AND ACCOUNTING COMPLIANCE:

We ensure that the company is in compliance with payroll, HST and PST filings.
Accounting standards follow GAAP and we work with your external accountant regarding the NTR, Review Engagement or Audited Financial Statements.

bookkeeping contact services hamilton holst equation 1

CFO controllersip servcies hamilton  (2)
CFO controllersip servcies hamilton  (3)

PRO-ACTIVE FINANCIAL ANALYSIS:

Monthly financial statements including a Profit and Loss Statement and a Balance Sheet can be prepared by your bookkeeper or internal accounting team. The financial reports should be measured against a budget or prior year. We may suggest improvements to the existing reporting package to better identify profit margins by business sector/client and to measure financial and operational performance against key KPI’s.
We will do our analysis of the financial and operational reports with a focus on maximization of profits. This could include identifying areas of improvement regarding sales trends, pricing strategy, reducing direct variable costs, financial effect of downtime, capacity, reducing overhead costs, ROI on CAPEX, financial effect and risk of foreign exchange, improving profitability by business sector or client.
Based on our analysis we will identify areas of improvement. We will then work with the client to implement action items.

CFO controllersip servcies hamilton  (3)

PRO-ACTIVE FINANCIAL ANALYSIS:

Monthly financial statements including a Profit and Loss Statement and a Balance Sheet can be prepared by your bookkeeper or internal accounting team. The financial reports should be measured against a budget or prior year. We may suggest improvements to the existing reporting package to better identify profit margins by business sector/client and to measure financial and operational performance against key KPI’s.
We will do our analysis of the financial and operational reports with a focus on maximization of profits. This could include identifying areas of improvement regarding sales trends, pricing strategy, reducing direct variable costs, financial effect of downtime, capacity, reducing overhead costs, ROI on CAPEX, financial effect and risk of foreign exchange, improving profitability by business sector or client.
Based on our analysis we will identify areas of improvement. We will then work with the client to implement action items.

BUDGETING AND PLANNING:

When we prepare a budget we will prepare this from the ground up. We will prepare a base line budget and then add key budget assumptions.
A budget could be prepared for several reasons including:
· Where the business owner has employees that manage the sales and/or operations a well prepared budget sets targets and expectations. The actual financial results can be measured against the budget during the year to identify variances that should be resolved or explained.
· Where there are several directions that the business could go regarding sales, pricing, foreign exchange, down-time, capacity and expenses a well prepared budget can be designed to easily explore the different directions.
· A business that is growing in sales should prepare a budget to understand how those growing sales impact the bottom line as you add overhead and other expenses to manage the growth.
· For a company with high Capital Expenditures a CAPEX budget should be prepared.
As a company progresses through the year the key budget assumptions may change. A sensitivity analysis can identify the larger changes and the impact against the original budget.

bookkeeping contact services hamilton holst equation 1

CFO controllersip servcies hamilton  (4)

BUDGETING AND PLANNING:

When we prepare a budget we will prepare this from the ground up. We will prepare a base line budget and then add key budget assumptions.
A budget could be prepared for several reasons including:
· Where the business owner has employees that manage the sales and/or operations a well prepared budget sets targets and expectations. The actual financial results can be measured against the budget during the year to identify variances that should be resolved or explained.

CFO controllersip servcies hamilton  (4)

· Where there are several directions that the business could go regarding sales, pricing, foreign exchange, down-time, capacity and expenses a well prepared budget can be designed to easily explore the different directions.
· A business that is growing in sales should prepare a budget to understand how those growing sales impact the bottom line as you add overhead and other expenses to manage the growth.
· For a company with high Capital Expenditures a CAPEX budget should be prepared.
As a company progresses through the year the key budget assumptions may change. A sensitivity analysis can identify the larger changes and the impact against the original budget.

bookkeeping contact services hamilton holst equation 1

CFO controllersip servcies hamilton  (5)

CASH FLOW MANAGEMENT:

We will prepare and manage a rolling twelve month cash flow report or other report as required.
Manage and/or tender out financing options such as term loans, revolving lines of credit, sale lease backs, CAPEX financing, banking agreements and factoring of receivables.

FINANCIAL CONTROLS:

We will set expense approvals and processes where the owner of a company has one or more employees that manage the operations. We will review the business insurance requirements. We will review client and other contracts.

CFO controllersip servcies hamilton  (5)

CASH FLOW MANAGEMENT:

We will prepare and manage a rolling twelve month cash flow report or other report as required.
Manage and/or tender out financing options such as term loans, revolving lines of credit, sale lease backs, CAPEX financing, banking agreements and factoring of receivables.

FINANCIAL CONTROLS:

We will set expense approvals and processes where the owner of a company has one or more employees that manage the operations. We will review the business insurance requirements. We will review client and other contracts.

PURCHASE OF A NEW BUSINESS:

Should you want to buy a target company we can work with your external accountants and lawyer in the process, including the initial review of the target company, non-binding LOI, financial due diligence, final Purchase and Sale Agreement, integration of the new company.

CFO controllersip servcies hamilton  (6)

PURCHASE OF A NEW BUSINESS:

Should you want to buy a target company we can work with your external accountants and lawyer in the process, including the initial review of the target company, non-binding LOI, financial due diligence, final Purchase and Sale Agreement, integration of the new company.

CFO controllersip servcies hamilton  (6)

PART-TIME CONTROLLER AND CFO SERVICES:

A business may have a good bookkeeper or internal accounting team, however as the business grows the business may require a Controller/CFO. Our part time Controller/CFO services allow the business to have a Controller/CFO on an as needed basis.

CFO controllersip servcies hamilton mobile (1)

OUR PART TIME CONTROLLER/CFO SERVICES:

We treat every client as a unique business. We learn the clients systems and business and focus on maximization of profits with a forward looking approach.
Our part time Controllers/CFO’s have many years of senior level experience and have an accounting designation or an MBA.

CFO controllersip servcies hamilton mobile (2)

MANAGING YOUR BOOKKEEPER OR INTERNAL ACCOUNTING TEAM:

We will identify tasks, set deadlines and set standards and procedures for the day to day bookkeeping or internal accounting. We will then manage the outcome of these.

bookkeeping contact services hamilton holst equation 1

CFO controllersip servcies hamilton mobile (3).jpg

GOVERNMENT AND ACCOUNTING COMPLIANCE:

We ensure that the company is in compliance with payroll, HST and PST filings.
Accounting standards follow GAAP and we work with your external accountant regarding the NTR, Review Engagement or Audited Financial Statements.

CFO controllersip servcies hamilton mobile (4)

PRO-ACTIVE FINANCIAL ANALYSIS:

Monthly financial statements including a Profit and Loss Statement and a Balance Sheet can be prepared by your bookkeeper or internal accounting team. The financial reports should be measured against a budget or prior year. We may suggest improvements to the existing reporting package to better identify profit margins by business sector/client and to measure financial and operational performance against key KPI’s.
We will do our analysis of the financial and operational reports with a focus on maximization of profits. This could include identifying areas of improvement regarding sales trends, pricing strategy, reducing direct variable costs, financial effect of downtime, capacity, reducing overhead costs, ROI on CAPEX, financial effect and risk of foreign exchange, improving profitability by business sector or client.
Based on our analysis we will identify areas of improvement. We will then work with the client to implement action items.

CFO controllersip servcies hamilton mobile (5)

BUDGETING AND PLANNING:

When we prepare a budget we will prepare this from the ground up. We will prepare a base line budget and then add key budget assumptions.
A budget could be prepared for several reasons including:
· Where the business owner has employees that manage the sales and/or operations a well prepared budget sets targets and expectations. The actual financial results can be measured against the budget during the year to identify variances that should be resolved or explained.
· Where there are several directions that the business could go regarding sales, pricing, foreign exchange, down-time, capacity and expenses a well prepared budget can be designed to easily explore the different directions.
· A business that is growing in sales should prepare a budget to understand how those growing sales impact the bottom line as you add overhead and other expenses to manage the growth.
· For a company with high Capital Expenditures a CAPEX budget should be prepared.
As a company progresses through the year the key budget assumptions may change. A sensitivity analysis can identify the larger changes and the impact against the original budget.

CASH FLOW MANAGEMENT:

We will prepare and manage a rolling twelve month cash flow report or other report as required.
Manage and/or tender out financing options such as term loans, revolving lines of credit, sale lease backs, CAPEX financing, banking agreements and factoring of receivables.

FINANCIAL CONTROLS:

We will set expense approvals and processes where the owner of a company has one or more employees that manage the operations. We will review the business insurance requirements. We will review client and other contracts.

PURCHASE OF A NEW BUSINESS:

Should you want to buy a target company we can work with your external accountants and lawyer in the process, including the initial review of the target company, non-binding LOI, financial due diligence, final Purchase and Sale Agreement, integration of the new company.

bookkeeping contact services hamilton holst equation 1