Business Advisory in Barrie & Sudbury

Advisory Services

Our advisory service is made to help you and your business discover new insights, strategies and opportunities. We operate in Barrie, Sudbury and every city/town in between.

Free Consultation

Work with a team of expert financial advisors

At Propel CPA we advise with mid-market and enterprise businesses to help with their accounting, corporate finance and technology adoption.

Business Planning

  • Collaborating on long-term financial strategies and business optimization.
  • Providing financial insights to support growth or restructuring plans.

Bookkeeping Catchup and Cleanup

  • Helping businesses catch up on overdue bookkeeping or clean up existing financial records.

Cash Flow Management and Forecasting

  • Providing advice on cash flow improvement strategies.
  • Creating cash flow projections to help manage spending and liquidity.

Technical Accounting Advisory

  • Offering expertise on complex accounting issues and transactions.
  • Ensuring compliance with evolving accounting standards and regulations.

Process Improvement for Financial Operations

  • Enhancing billing, debt collection, and vendor payment processes for improved accounts receivable and payable efficiency.

Tax Planning

  • Developing strategic plans to optimize tax positions.
  • Advising on the timing of income recognition and deductions.

Financial Planning and Analysis (FP&A)

  • Creating financial plans, budgets, and forecasts to guide decision-making.

Corporate Governance

  • Implementing effective governance structures and processes to ensure accountability and transparency.

Financial Reporting and Compliance

  • Ensuring accurate financial reporting in compliance with regulatory standards

Treasury Management

  • Managing the company’s liquidity, investments, and financial risks.

Debt and Equity Financing

  • Arranging and managing debt and equity financing to support business operations and growth.

Accounting System Implementation

  • Advising on the selection and implementation of accounting software and systems.
  • Providing guidance on customization and integration to meet specific business needs.

 

Technology and Process Advisory

  • Recommending and implementing technology solutions for accounting automation.

  • Streamlining and optimizing accounting processes for efficiency.

Industries We Serve

Here are a few of the many industries we serve.

Financial Services & Private Equity

Manufacturing & Supply Chain

Real Estate & Construction

Life Sciences & Healthcare

Restaurants & Hospitality

Book A Meeting 705-722-5519

Frequently Asked Questions

We work with all types of business sizes, including startups, small businesses, and mid-market businesses.

We have experience working with businesses such as manufacturing, media, technology, restaurants, construction, and much more.

We’re open to working in any industry so long as we’re the right fit for you.

With our expert team of Cloud Bookkeepers, we’ll help you migrate your financial data over to your preferred software.

If you’re interested in receiving a quote from us for one of our services, contact us here and we can help.

Looking To Work With Propel CPA?

Connect with us, and we’ll develop a financial strategy to help you achieve your goals and overcome your business challenges. We’ll then put that strategy into action to ensure your success.

Receive A Free Consultation