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Whether you’re a start-up or negotiating your exit, we are pleased to offer a wide range of services to ensure that your business is always ready for the next level of growth. Here’s a brief overview of some of the services that we can provide to businesses like yours:
Are you a bit behind on your recording keeping? Don’t worry – we’ll help clean up the mess. In fact, you’re not alone – over half our clients were behind in their record keeping when they came to us. Contact us and we’ll make sense of your shoeboxes fill of receipts – we’ve seen worse.
It may seem simple enough, but bookkeeping is time intensive – time that you could be using to grow your business. Let us manage your day-to-day transactions so that you are:
●Organized
● Up-to-date on all compliance filings
●Tax-ready
●Know your financial position at any given time
Put your bill payment process on autopilot! We have helped dozens of clients by taking charge of the bill payment process without them losing control of their cash. Never worry about late charges again!
All businesses need cash to operate and when you’re not getting paid in a timely fashion, it slows your potential growth. We can handle it all for you. We will create a more streamlined revenue process to ensure that you get paid faster.
Do you have clients that are slow to pay? They are definitely not working with us. Calling delinquent accounts is a painful process – let us take it on for you. We have successfully implemented collections cycles that have helped our clients get paid much more quickly.
Processing payroll may very well be the most unpopular task in many organizations – it’s time consuming and requires a great deal of expertise to avoid costly errors and penalties. Let our team do it for you! Best of all, you don’t have to change your existing payroll software. Imagine what you can accomplish when you let Agility take care of the time consuming, and never ending, payroll processing function.
Having an experienced controller available to your business is crucial to helping you make the right strategic decisions. Having a trusted professional create proper financials will ensure that your business is positioned properly for any type of investor enquiries or due diligence.
Agility knows that as your business grows, the complexity of your financial needs increases as well. With our CFO Services, a seasoned CFO will help guide your business to the next stage of its lifecycle. It doesn’t matter whether you are a start-up or a mature business, our CFO Service is available to you on an on-demand basis or as a dedicated resource. We offer truly flexible billing and engagement options that allow you to modify your needs for a CFO at any time.
We’ve got a solution for your business
It doesn’t matter where your business is in its evolution; we have a proven track record of helping our clients reach the next stage and beyond. Here is a simplified overview of the 4 phases of business growth and the services that Agility can provide.
Which phase best describes your business?
Start-up
It doesn’t matter whether you are still trying to validate your business idea or putting together your first
financial projections – our team can help you turn your idea into a business that’s ready to take on the
world.
●Financial Plan Validating
●Business Model
●Development and management of fundraising/financing strategies
●Preparation of financial statements
●Account reconciliations
●Management of accounts receivable/payable
●Regular transaction processing (daily, weekly, etc.)
●Payroll processing
●Cash flow management
Getting ready to scale
It’s an exciting time for your business – your customer base and employee headcount are expanding
quickly. Many businesses in this stage struggle with managing the growing expenses relative to the pace
the revenue is coming in the door. Our experts will help set up a plan that will provide steady cash flow to
ensure you are able to scale.
●Debt/equity financing
●Financial modelling and scenario planning
●Budgets & forecasts
●Dashboard & KPI reporting
●Development of internal controls
●Management/BOD reporting
●Bank/third-party reporting
●Legal liaiso
●Audit management
●Contract review
●Timely monthly close
●Financial analysis
Growing
At this point you’ve survived the trials and tribulations of being a start-up and are starting to see
consistent revenues and already eyeing further expansion. You’ve built a solid team but now need to
focus on building internal systems and processes that won’t limit further growth. We’ve worked with many
companies at this stage and our experience will help you to continue growing.
●Capital planning
●Mergers & acquisition strategy
●Accounting/ERP implementations
●Operational audits
●Performance analysis & KPI benchmarking
● due diligence
●Compensation strategy
●Identify, mentor & train key personnel
●Insurance & risk management
Established
Congratulations, your company has become an industry leader with, significant revenues, top notch
management, loyal customer base, and ever-increasing output. At this point in your evolution, your
business should be focused on; optimizing efficiency, find additional opportunities to scale, risk
management and potentially expansion through acquisition. With a CFO from Agility, you company will
be well positioned to further grow your business.
●Financial process ●optimization
●Post-merger integration
●Performance improvement
●Development and maintenance of accounting standards
●Review, development , and documentation of organizational policies and procedures
●Continual financial analysis
●Vendor audits
●Revenue accounting
●Account reconciliations