Financial Modelling, Strategic Advice & CFO Services Vancouver
If you’re a small business that needs monthly financial reports and occasional CFO support, then check out our bookkeeping page – we provide these services as a standard part of our monthly bookkeeping package. If you have more advanced finance needs, then read on to learn more about our CFO services Vancouver.
Is your business looking to grow, raise money or get into saleable shape? Do you need to make and maintain a Financial Model or Cashflow Forecast? These are all things that Stephen Beard, the Managing Director of Plyo Bookkeeping can help with.
For a lot of small businesses, hiring a fulltime CFO in Vancouver, North Vancouver, Burnaby or Surrey is just too expensive. Our Fractional CFO services provide a perfect solution, as it allows you to hire the skill and expertise you need to help organize business finances, strategic planning and much more, from as little as a few hours per month up to a day per week.
Pricing – CFO Vancouver
Every client we work with has unique needs, so we currently bill for our services on an hourly basis – at the rate of $150 per hour. We can also work within budgets and time caps, so you can set a clear scope for a project and stay within budget. If you have a specific task in mind, please book a call and we’ll be able to provide a more accurate time and cost estimate.
CFO Services Vancouver – What Makes Us Unique
CFO services are the top layer of the cake, meaning they can only be performed when the bookkeeping and other non-financial information has been compiled. The accuracy of any strategic advice given is therefore limited by the underlying quality and accuracy of the books. In this regard, Plyo Bookkeeping’s focus on high quality monthly reporting provides an excellent foundation for additional CFO services.
Many other core CFO services, such as Financial Modelling, Cash-Flow management and strategic decision assessments, depend on a CFO having a high level of understanding of your business. By doing your monthly bookkeeping service, we are in the unique position of knowing all the ins and outs of your business – putting us in a great position to assist with your fractional CFO requirements. Check out the video below to learn more about our CFO services Vancouver.
Do I Need a CFO Service?
You’d be surprised how many businesses don’t need a CFO service, and instead just need a premium bookkeeping service with standard monthly reporting. We’re one of the few CFO Services in Vancouver who will happily tell you that CFO level input is not always required. Situations where you will likely need CFO input are when you’re looking to raise capital, you’re looking to sell your business or your business is larger and more complex (meaning it requires more customized and advanced financial reporting).
Our Services
Below are some examples of services that we commonly help clients with.
Financial Planning & Modelling
Whether you need financial model for external investors, an internal budget, or a forecast for managing supply chains and operations – we’re here to help. Stephen Beard has built numerous financial models and been through multiple equity raises where they were presented. We can build one off models, or we can create and maintain them on a regular basis.
Getting Ready To Sell Your Business
Having built your business up over a number of years, there may come a point when you want to cash in and move on. It’s far easier to sell a business that’s in ‘turnkey’ condition, but getting to this point requires substantial work. You need a business with excellent internal operations, that is capable of running itself with minimal input from the owner. Stephen Beard has a CFO background, but has also been Operations Director for several companies. He can offer his financial expertise to perform a full review of your business system and structures and assist in creating a roadmap to a turnkey business.
Financial Strategy Advice & Review
If your business is looking at making a major financial decision, such as whether or not to buy a long term asset, we can help put meaningful numbers and estimates on the potential risks and values of making such an investment. We can also offer advice and a CFO view point on other ad hoc business decisions that you may be facing.
