Breadth of Services

CFO Services

Our CFO service is based on delivering three key roles: providing oversight of the company’s finance and administration function; providing insight into the company’s operations and its underlying strengths and weaknesses; and providing foresight into opportunities and risks the company should be prepared for. Specifically, our CFO service encompasses:
-Financing structures and alternatives
-Growth strategies
-Channel distribution
-Licensing terms
-Pricing and deal economics
-Investor and Board relations
-Regulatory, tax, and legal matters
-Strategic options
-Growth or contraction plans
-International expansion
-Intellectual property protection strategies
-Business model considerations
-Non-dilutive financing opportunities and risks
-Employee incentive and compensation plans
-Identifying, communicating and strategizing key performance indicators

Controller Services

If you are a rapidly growing organization, it may be time to implement financial controls and processes that can withstand and support your growth. Our Controller service encompasses:
- Development and implementation of internal controls and procedures
-Processes to improve the financial integrity of the organization
-Exit or growth valuations for M&A, RTO, ICO, and IPO transactions
-Board confidence and recruitment
-Compliance and preparation for Notice to Reader/Review/Audit obligations
-Fiduciary obligations
-General cost control
-Fundraising
-ERP implementation

Bookkeeper Services

At RTB, bookkeeping is more than simple data entry. Our bookkeepers pride themselves on understanding your day-to-day financial transactions, your system and your business operations. Our Bookkeeping service encompasses:
- Management of the Chart of Accounts
- Payroll processing
- GST filing and compliance
- Invoicing of external clients
- Accounts Payable management
- Accounts Receivable management
- Useful and accurate basic financial reporting
- Our bookkeepers also have experience in, but not limited to, Quickbooks, SAGE (formerly Simply Accounting), Wave, Xero, and MS Dynamics NAV

Depth of
Services

Financial Modelling
Investor Relations
Financing Structure (debt, sub-debt, equity, government funding)
Audit Management
Financial Systems
Setup
Efficiency
Cash Flow
Management
AP/AR Management
IFRS Compliance and Financial Reporting
Board, Investor and Creditor Reporting
IPO, RTO, M&A exit or growth strategies
Not For Profit or Charitable Organization Accounting
Quarterly and Annual PubCo Reporting Requirements
CRA Compliance
Income Tax, SR and ED
GST
Payroll
Compliance with
labour law
PCI Experience
Multinational Organization
Compliance Requirements
Bank Covenants
Grant Reporting
ERP Implementation
Inventory Controls
Cost Management
ISO Certification
FDA Regulation
CSA Regulation
Human Resources
HR Policy Manuals
Insurance Consultation and Planning
M&A strategy
Licensing and IP
Sales & Distribution Channels
IPO Planning
Board Recruiting
Networking
Business Model Structuring
Developing Recurring Revenue Opportunities
Management Strengthening and Transition/Succession Planning
International Expansion

Our Compensation Structure

Our pricing priority is to ensure the client realizes the full value of the services provided, which is why we have structured our compensation as follows:

1

We do not require long-term contracts for our services. If you are unsatisfied, or more commonly,, satisfied but have outgrown our part-time offerings, you can terminate our contract with 30 days notice

2

We do not ask for prepayment or retainers unless extenuating circumstances exist

3

We do not charge by the hour. Together we establish a fixed monthly fee dependent on your needs, under which all responsibilities and deliverables are encompassed

4

We stand by our commitment to deliver value. Every accounting services invoice is payable at the discretion of the client. If you do not think you received value for the services provided, you do not have to pay the bill. That’s our commitment, that's our guarantee - no fine print.