The Registered Education Savings Plan (RESP) is a government registered savings plan that helps individuals to save for a child’s post-secondary education in Canada. Simply put, the Government of [...]
As your company grows, you may need a contract CFO to help navigate growth, scale, opportunity and complexity. Our consulting team works closely with you to provide a clear picture of the current state of your business as well as offering leadership on strategic direction for the future.
METRICS’ CFO services include but are not limited to:
Accounting Department Management:
- Work with your management team to prepare budgets, financial forecasts
- Assess your internal controls and make recommendations for appropriate controls to protect against fraud and misstatement
- Assess your accounting or bookkeeping processes and make recommendations for automations, efficiencies and improvements, including recommendations over staffing needs in the finance and accounting department
- Produce and review accurate and timely monthly, quarterly or yearly financial statements and investor updates
- Understand and help with complex accounting and tax issues
- Coordinate your fiscal year end with your outside accountants
- Prepare working papers for your year end audit or review engagement
Financial Strategy and Business Analysis
- Review and help negotiate business deals and significant transactions
- Employee compensation plans, including alternative analysis and assistance with Employee Share Option Agreements
- Pitch deck and investor one-pager content
- Fundraising strategy
- Capitalization table creation, management and control calculations
- A financial voice for executive decision-making
Key Performance Indicators and Data Visualization
- Work with the management team to establish and report on meaningful Key Performance Indicators to drive performance;
- Organizing and leveraging financial data to better understand the company, including implementations of data visualization dashboards which allow beautiful reports and predictive planning tools.
- Perform financial data analytics on the business including leveraging external datasets to understand performance relative to the market
Becoming a parent for the first time is a wonderful and exciting event that will forever change you, though it may be one of the greatest moments in your life it doesn’t necessarily mean it’s [...]