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Finance Operations

Financial Reporting & Controls

We’ll manage structured month-end reporting, reconciliations, controls, and financial accuracy so your numbers stay clean and dependable.

Payroll, HR Compliance & Employee Admin

We’ll oversee payroll accuracy, employee records, basic HR compliance, and labour-standard requirements to reduce financial and administrative risk.

Fractional CFO
We’ll run the financial backbone of your business - reporting, budgeting, payroll oversight, costing, controls, and day-to-day financial management - so you have clean numbers, reliable systems, and the operational clarity to scale.

Bookkeeping Oversight, AP/AR & Admin Management

We’ll lead or coordinate with your bookkeeping team to ensure consistent processes, timely reporting, customer billing, vendor management, and scalable workflows.

Budgeting, Cash Flow & Performance Management

We’ll build budgets, cash flow tools, KPIs, and financial processes that keep your team aligned and help you run the business with confidence.

How we work 
  1. Integrated operations support. We work directly with your team, improving processes, managing reporting, and strengthening day-to-day financial discipline.

  2. Hands-on execution. We don’t just design processes - we help run them, clean them up, and keep them working.

  3. Right-sized involvement. Support can be weekly, monthly, project-based, or ongoing depending on the level of internal capacity.

Deliverables may include

Financial Reporting & Accuracy

  • Month-end reporting and reconciliations

  • General ledger cleanup and maintenance

  • Financial controls and error-reduction processes

  • Audit and year-end preparation support

  • KPI dashboards and operational reporting packages

Budgeting, Cash Flow & Financial Management

  • Annual budgets and rolling forecasts

  • Cash flow management tools and reporting

  • Variance analysis and operational insights

  • Department-level performance tracking

  • Financial process mapping and improvement

Bookkeeping Oversight & AP/AR Management

  • Oversight of in-house or external bookkeeping teams

  • AP/AR workflow design and monitoring

  • Vendor management and payment scheduling

  • Customer billing, collections guidance, and escalation support

  • Documentation, policies, and standardized procedures

Costing, Inventory & Operational Finance

  • BOM setup and costing accuracy

  • Inventory valuation and controls

  • Margin analysis by product or service line

  • Support for ERP setup, migrations, or integrations

  • Process automation and workflow optimization

Payroll, HR Compliance & Admin

  • Payroll accuracy oversight and reconciliation

  • Employee record management and compliance

  • Support for job costing or labour allocation

  • Benefits administration coordination

  • Guidance on labour-standard requirements

   

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