Monthly In person or Virtual CFO Advisory

Most small businesses cannot afford the full time cost of hiring a Full time finance professional to manage, advise and execute financial decisions.

CPC provides this service to their clients every month following the delivery of the MONTHLY CLIENT DASHBOARD.

Based on our over 30 years of experience in the finance and accounting industry we sit down with business owners to discuss and advise them on any risks, opportunities, strategies that can be implemented on the short term or long term saving them thousand of dollars or providing them to earn thousands more .

The MONTHLY CLIENT DASHBOARD also provides the comfort of regular compliance with tax laws, filing deadlines  and other regulatory requirements .

Planning Growth or starting a new business

CPC has finance professionals with over 30 years of financial management, tax , budgeting and forecasting experience, this expertise is provided to our clients to:

• Plan long term before starting a new business
• Draw out a revised roadmap where existing business have stagnated, or the market offers significant growth opportunities

Our Long term business planning is done in the background of very realistic data and assumptions cross tested on the basis of :

• Market opportunities
• Sales efforts
• Product Pricing, desirability and penetration
• Product or service mix
• Cost of sales input, raw materials costs, etc
• Employee costs
• Competitive environment impact
• The impact of government legislation
• Tax environment

Our Virtual Environment

Clearwater Professional Corporation offers state of the art Virtual Cloud based accounting environment where we ensure delivery of high-quality accounting services, ensuring our clients stay healthy and safe.

We offer :

• Video Conferencing
• High Quality Image Scanning
• High Security Electronic Document Signing
• Cloud accounting , where your data is not only secure but accessible to you from the comfort of your own home and office or while you are travelling and on your mobile devices.
• We employ International levels of Cyber Security tools and applications that protects your data and our systems from any hacking attacks or breaches.
• The provision of cloud accounting guarantees your data is backed up and in case of a disaster at your offices you are able to restart operations within an hour .

The outcome of the planning is a powerful tool in the hands of new entrepreneurs starting a new business or existing owners looking at growth, expansion or diversification.

The business plan is also a tool bankers are looking at before providing a line of credit .