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Feel the Relief of Being Unburdened

Your Part-Time Calgary CFO

You’ve got people counting on you—the individuals who work for you and their families rely on your success. Yet cash flow is still an issue, you’re juggling big picture thinking with countless everyday financial management activities, and you’ve got the weight of the world on your shoulders.

You don’t have the financial information you need to make strategic decisions and you’re constantly anxious, wondering if you’re taking the right steps to get where you want to go. Running a business is your passion but it’s also become a burden that is robbing you of peace of mind and an enjoyable life.

Introducing Unburdened CFO Services

Services

(starting at $950/month + setup fees)

Our Unburdened package focuses on your company’s future. We will work with you, just like an in-house CFO, to determine what drives your business so that we can help you track your key performance indicators. We’ll then develop a budget and forecast so that you can set goals and gauge your company’s performance.

Shake off the weight and breathe again with Unburdened. This package includes:

All Untangled services

Cash flow budgets and forecasts and KPIs

Management reports. We will review your company’s key performance indicators, including financial and non-financial measures, to find out what really drives value in your business and create a custom dashboard where we can keep track your key performance indicators, giving management access to up-to-date, useful information which will help them make more informed decisions for the company.

Cash Flow budgets and forecasts. We believe that every business should have a three-year financial budget to plan its future. This gives direction to the board and the entire team as to what the business is trying to achieve so everyone is working in sync. We’ll also create, manage, and update a rolling 12-month, three-way forecast of profit & loss, cash flow, and the balance sheet, so you always know what your business’s future financial performance and position looks like, based on what’s known today. This brings the future into the present so you can take action to ensure it looks the way you want it to.

Financial review meetings. We’ll host a face-to-face monthly meeting to address anything you want to discuss with us as your professional advisers and anything that we have identified as areas that will benefit from some closer attention, guided by the reports which will be presented in the meeting. This is also a great time to discuss tax-saving opportunities and potential technology deployments to make your business run as smooth as possible.

Pre year-end tax planning review. A lot of accountants wait until close to year end, when they’ll typically tell you to make more purchases before your year end to save on tax. This is the most basic form of tax planning, and at that stage its too late to do anything more. We implement our pre year-end tax planning review a full three months before your year end so we can make a tangible impact and minimize the tax you have to pay.

Other Services Available

(additional fees apply)

  • All other services available in the Untangled package
  • Preparation of your annual review or audit working paper package to provide to your auditors

Our CFO Services Will Get You Unburdened Today

You want increased levels of success with as few headaches as possible. Our team is ready to take the load off your shoulders so you can move forward with increased peace of mind and confidence. With Unburdened, you can embrace the freedom of entrepreneurship with renewed excitement and energy.

Is Unburdened right for you?

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