Special Projects

SPECIAL PROJECTS

Accounting Finance and Administration

1. Part-time / Interim Director of Finance CFO Controller / VP

Start-up or small organizations may not require senior financial management on a full-time basis.  We can be a cost-effective solution, providing detailed financial expertise on an ‘as needed’, part time or contract basis.

2. Regulatory Filings

Regulatory filings for public companies can be complex, and are often required at inconvenient times, including required reporting such as MD&A, Quarterly and Annual Reporting, AR, SEDAR, Information Circulars as well as co-ordination and timeline achievement of year end deadlines. We can reduce the workload; ensuring individual or regular filings are complete, timely and communicate the appropriate message.

3. Financial System Implementation
The effective implementation of a financial system often requires resources beyond the internal finance group.  We can help ensure a cost-effective and successful implementation by assisting at any stage of the process: accounting system and process review and requirements, management and corporate reporting needs, project management and roll-out.

4. Audit Support and Internal Controls

Small to mid-size organizations may have a special need for compliance of internal and disclosure controls. We can help bring the required process and procedure controls to organizations ensuring regulatory and audit compliance.

5. Budgeting and Forecasting, Strategic Plans

Forecasting and budgets are an important and critic success factor for organizations and growth. We can provide the meaningful and management information required for strategic planning as well as operational needs.

6. Financing and Government Grants

Special needs can arise for Prospectus and Private Placement support and preparation, CPC, RTO and listings. We can ensure complete, accurate and timely filings are achieved. Other opportunities mat help an organization in project management as success including SR&ED, IRAP, ITC and flow through share placements.

7. Accounting Standards Research

US, Canadian and International accounting standards are becoming more detailed and complex. Unfortunately, the level of assistance audit firms can provide is now restricted by tougher independence rules.  Being unaware of, or not understanding, the appropriate standard(s) can lead to unpleasant surprises.  We can help reduce the workload and risk by researching, planning, documenting and presenting your position on accounting standards as well as design appropriate GAAP financial statement presentation and notes, such as options, current tax and FIT accounting, Financial Instruments and more.

8. IFRS Transition

The move to International Financial Reporting Standards (IFRS) is coming for Canadian companies. There will be  IFRS disclosure requirements as soon as 2008 for public companies. We can help simplify this process, and avoid unpleasant surprises.

9. Quarterly Standards Updates

Many organizations find it difficult to effectively monitor ongoing developments in accounting standards. We can provide quarterly overviews of current and anticipated changes in standards relevant to your organization and geared toward Audit Committees, management or finance staff.

10. Acquisitions, Purchase and Sales, Plans of Arrangements

Assessing and executing potential acquisitions can absorb a significant amount of internal resources. We can assist in target analysis, due diligence and integration activities.  Once an acquisition is completed we can assist with the integration of the financial functions.

11. Management Reporting

Management's financial reporting needs are usually not satisfied by the existing external financial reporting.   Does your organization receive relevant and timely information that clearly communicates financial performance and identifies potential risk areas? We can help review your existing reporting, identify additional requirements, then design and implement more effective internal financial reporting.

12. Other Financial Regulatory or Compliance needs?
Just ask.                                       

13. Sarbanes-Oxley / Bill 198
It is possible to implement compliance in a cost-effective manner.  This requires a practical approach, integrating controls with standard business processes.  As a result, SOX or Bill 198 compliance is eliminated as a separate project.
We have an alliance with a group of recognized compliance experts to assist in providing practical Sarbanes-Oxley, Bill 198 and private company internal control services.