CFO SERVICES & FINANCIAL ADVISORY

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

We understand that each business has unique needs. We therefore offer flexible plans for our CFO services allowing you to hire us for specific projects (for example, any one of the bullets above on its own), or to have us on your team one day a week or one day a month.

“The Metrics team came into our company at a critical time for scale and strategy and were instantly an important part of our executive team. They challenged our assumptions and helped us build a strong three year plan. They  grew intimate with our business and listened to our needs to establish key performance indicators. They then introduced efficiencies to our budgeting process and automations in our reporting process that allowed us to stay informed, accountable, and on track to succeed.”
CALL US250.896.8808
VISIT US510 Yates Street, 3rd Floor Victoria, B.C. Canada V8W 1K8
EMAIL USinfo@getmetrics.ca