Accounting Advisory & Virtual CFO Services
For business owners who want more than clean books — budgeting, cash flow management, and accounts payable & receivable handled by an experienced team. CFO-level insight, without the full-time hire.
Beyond Bookkeeping
From recordkeeping to decision-making
Bookkeeping tells you what already happened. Advisory helps you decide what to do next. Our advisory service is built for growing Duncan-area and Lower Mainland businesses that have outgrown basic bookkeeping and need a clearer view of their finances — but are not ready to hire a full-time controller or CFO.
We start from accurate, reconciled books, then layer on the forward-looking work: planning, forecasting, and active management of the money moving in and out of your business.
Four pillars of advisory
Budgeting & Forecasting
Annual budgets and rolling forecasts that let you plan with confidence, set targets, and catch problems before they reach the bank account.
Cash Flow Management
Cash flow planning and short-term forecasts so you always know what is coming in and going out — and never get caught short.
Accounts Payable Management
We manage vendor bills, approvals and payment timing to protect your cash position and keep supplier relationships strong.
Accounts Receivable Management
Proactive invoicing, follow-up and collections to get you paid faster and shrink overdue balances.
The Payoff
What advisory does for you
- Know your numbers before decisions, not months after
- Smooth out cash flow peaks and valleys
- Free up working capital tied in receivables and payables
- Walk into financing or a sale with clean, credible figures
- Get CFO-level insight without a full-time CFO salary
Is advisory right for you?
It is the right fit if you are scaling, managing tight cash flow, carrying growing AR or AP balances, preparing for financing or a sale, or simply tired of flying blind between year-ends.
We will start with a conversation about where your business is headed and which pillars matter most right now.
Available Across BC
Advisory for businesses in Vancouver, Richmond, Port Coquitlam, Maple Ridge, Fraser Valley and the Cowichan Valley
Delivered online, so you get the same advisory support wherever your business is based.
VancouverRichmondPort CoquitlamMaple RidgeFraser ValleyDuncan