Contract CFO for Family Business

For over ten years Bruce has been assisting family business clients by providing professional controllership services. This service is generally provided on a part-time, contract basis. The allows businesses that do not need, or cannot afford, a full-time accountant, to access these services, affordably and conveniently. Services provided on this basis include the following:

Accounting

  • Supervise non-professional accounting staff (including bookkeepers).
  • Develop practical accounting policies (including policies to deter fraud).
  • Act as intermediary between the business and its external accounting firm, including delivery of year end documents and ongoing communication.

Tax Planning

  • Implement the tax strategies, as developed by the business tax advisors.
  • Communicate, as required, with tax authorities on behalf of the business.

Transactions

  • Act as intermediary between the business and their external legal advisors, to assist with the purchase, sale, and restructure of business investments, as well as with contracts and litigation.

Management

  • Provide recommendations regarding business affairs, including tax planning, corporate structures, and profit planning.
  • Assist with analysis of business results and future opportunities.
  • Assist with the business banking relationship.

Contact me

Bruce Toews

Calgary, Alberta

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Credentials

  • MBA (Finance)
  • CGA (Certified General Accountant)
  • CPA (Chartered Professional Accountant)
  • CFP (Certified Financial Planner)

 Learn more about Bruce