Financial Growth & Advisory Services in Vancouver
Empowering businesses with proactive financial oversight, strategic planning, and data-driven decision-making to enhance profitability, optimize cash flow, and drive sustainable growth.
Our Financial Growth Packages
Starter Advisory - Starting at $500/month
Growth Advisory – Starting at $1,200/month
Growth Advisory – Starting at $1,200/month
For small businesses who need financial insights but not full-time CFO services.
Growth Advisory – Starting at $1,200/month
Growth Advisory – Starting at $1,200/month
Growth Advisory – Starting at $1,200/month
For businesses that need deeper financial analysis, budgeting, and forecasting.
Strategic CFO – Starting at $2,500/month
Growth Advisory – Starting at $1,200/month
Strategic CFO – Starting at $2,500/month
For companies that need hands-on financial leadership without hiring a full-time CFO.
Package Details
Starter Advisory Package
Starter Advisory Package
Starter Advisory Package
- Monthly bookkeeping for up to 50 transactions
- Bank and credit card reconciliations
- GST return preparation & filing
- Monthly cash flow snapshot & key financial metric tracking
- Basic budgeting support
- 1-hour monthly financial advisory call
Growth Advisory Package
Starter Advisory Package
Starter Advisory Package
- All services in the Starter Advisory Package
- Cash flow forecasting (quarterly updates)
- Budgeting & financial planning session every quarter
- Strategic financial KPI development & monitoring
- 2-hour advisory call per month
Strategic CFO Package
Starter Advisory Package
Strategic CFO Package
- All services in the Growth Advisory Package
- Monthly financial reporting & forecasting
- Debt planning & financing assistance
- Investor & stakeholder financial reporting
- Business process optimization & financial workflow automation
- Weekly 1-hour strategy call
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. Whether you need help with tax preparation, bookkeeping, or financial planning, 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
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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