Suma CPA Inc.
Suma CPA Inc.
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    • Home
    • About
    • Our Services
      • Financial Growth
      • Financial Strategy
      • Business Performance
      • Tax Strategy & Compliance
    • Contact Us
    • FAQ
    • Blog
    • Tu Contador de Confianza

  • Home
  • About
  • Our Services
    • Financial Growth
    • Financial Strategy
    • Business Performance
    • Tax Strategy & Compliance
  • Contact Us
  • FAQ
  • Blog
  • Tu Contador de Confianza

Business Performance Analysis & CFO Advisory in Vancouver

 

At Suma CPA in Burnaby, we help small businesses and growing companies in Metro Vancouver gain real visibility into their financial performance  without hiring a full-time CFO.

Our Business Performance service combines KPI tracking, P&L analysis, cost-cutting strategies, and financial reporting infrastructure so you always know exactly how your business is performing and what to do next.

Led by Stephanie Rojas, CPA, we work with businesses in construction, technology, healthcare, and professional services across Burnaby, Vancouver, Richmond, Surrey, and the Lower Mainland. Bilingual services available in English and Spanish.

Our Packages

Small Business Performance Setup – Starting at $2,500

Growth Business Performance Setup - Starting at $4,000

Growth Business Performance Setup - Starting at $4,000

For startups and small businesses in Vancouver and Burnaby, looking to build a financial foundation.

Get a Free Quote

Growth Business Performance Setup - Starting at $4,000

Growth Business Performance Setup - Starting at $4,000

Growth Business Performance Setup - Starting at $4,000

For growing businesses needing structured processes & data-driven reporting

Get a Free Quote

Package Details

Small Business Performance

Growth Business Performance

Growth Business Performance

  • Identifying business goals & creating a strategic plan
  • Assessing internal financial & operational controls
  • Developing 5 key performance metrics aligned with business goals
  • Building a simple financial reporting template
  • Technology recommendations (bookkeeping & reporting software
  • 2-hour strategy session with recommendations

Growth Business Performance

Growth Business Performance

Growth Business Performance

  • Everything in Small Business Performance Setup
  • Developing a governance structure to standardize financial processes
  • Full financial workflow design & optimization
  • Cost-cutting & revenue optimization strategies
  • Building a financial reporting infrastructure (custom dashboards, automated reports)
  • Creating a monthly financial performance tracking system
  • 4-hour strategy session with recommendations

Our financial services are offered remotely!

Our team of experienced Certified Professional Accountants is dedicated to providing top-notch financial services to individuals and businesses based in Vancouver and Burnaby. Whether you need help with tax preparation, bookkeeping, or financial planning and analysis, we've got you covered. Book a Financial Clarity Assessment and see how we can help you achieve your financial goals.

4185 Still Creek Drive, Burnaby, BC, Canada

Book a Financial Clarity Assessment

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Suma CPA Inc. | Your Local Accountant Always Within Reach |  info@sumacpa.ca


4185 Still Creek Dr #200A, Burnaby, BC V5C 6G9

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