Ongoing Business Financial Strategy
A continuous financial performance monitoring & strategy service for businesses needing ongoing support without a full-time CFO.
Our Standalone Packages
Quarterly Financial Strategy Package – $750/Quarter
Monthly Financial Oversight & Growth Strategy – $1,200/Month
Monthly Financial Oversight & Growth Strategy – $1,200/Month
For small businesses that need periodic check-ins & strategic adjustments
Monthly Financial Oversight & Growth Strategy – $1,200/Month
Monthly Financial Oversight & Growth Strategy – $1,200/Month
Monthly Financial Oversight & Growth Strategy – $1,200/Month
For businesses needing structured financial oversight and strategic planning on a monthly basis.
Package Details
Quarterly Financial Strategy
Monthly Financial Oversight & Growth Strategy
Monthly Financial Oversight & Growth Strategy
- Quarterly financial performance review (KPI tracking, financial statement analysis, goal alignment)
- Process improvement recommendations to enhance efficiency & financial management
- Cost-cutting & revenue optimization opportunities tailored to the business
- Bookkeeping & reporting technology optimization (if applicable)
- 2-hour quarterly strategy session to address financial challenges & growth strategies
Monthly Financial Oversight & Growth Strategy
Monthly Financial Oversight & Growth Strategy
Monthly Financial Oversight & Growth Strategy
- Monthly financial review & KPI tracking (identifying trends, opportunities, & risks)
- Financial reporting review & dashboard adjustments for improved decision-making
- Process & workflow optimization updates to ensure continued efficiency
- Advanced cost-cutting & revenue growth strategies based on financial trends
- Ongoing access to financial insights & strategic recommendations
- 1-hour monthly strategy session to align business & financial goals
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. Schedule a free discovery call and see how we can help you achieve your financial goals.
Suma CPA Inc. | Your Local Accountant Always Within Reach | info@sumacpa.ca
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