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Services
Full-Time and Fractional CFO/Controllership Services
My fractional CFO and controller services offer flexible and specialized expertise tailored to your developing needs. These services can be on site and in person or virtual depending on your requirements. You will always get access to expertise when you need it.
Financial Reporting – Public and Private Entities
Financial reporting services include but are not limited to:
- Preparation of interim and annual financial statements, working papers, and
- Management Discussion & Analysis (MD&A)
- Keep you in compliance with stock exchange policies and procedures (TSXV/TSX/CSE/NYSE)
- Manage and advise on cash flow and AP/AR and corporate budgets
- Liaise with auditors and counsel to coordinate quarterly reviews and year-end audits and documentation requirements
Consulting and Advisory Services
Our advisory will guide you through complex financial decisions and situations to help you minimize taxes and maximize growth. Advisory services vary in scope and complexity depending on the nature of your transaction. From financial reporting, profit analysis and strategic planning, we can help you chart your next course of action. Whether you are partnering with subcontractors to handle larger projects, navigating a lawsuit or restructuring your organization, our certified team of accountants can help you better define the options, opportunities and risks.
Corporate Secretarial and Compliance Services
We can assist with regulatory transactions, including stock option grants and exercises, warrant issuance and exercises, name changes and share consolidations. We also provide the following compliance and governance solutions:
- Prepare director’s resolutions
- Prepare stock option agreements
- Coordinate paperwork for new officers and directors
- Assist in development of board mandates and policies
Design and Implementationof Internal Control and Processes
Bookkeeping andPayroll Advisory Services
About Me
I am a Dynamic and proactive Chartered Professional Accountant with a distinguished career spanning over 20 years in the financial reporting and finance sectors. Demonstrated success as a chief financial officer and compliance officer across multiple public and private mining and technology companies, with extensive international exposure. Possessing strong leadership capabilities, adept at spearheading major initiatives, fostering team collaboration, and strategically aligning efforts to achieve short and long-term organizational goals. Known for delivering results with precision and integrity, while maintaining a focus on innovation and sustainable financial practices. I am also a member of the Institute of Corporate Directors.
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