Our Flexible, Two-Tiered, Hybrid Support Model
is everything you need to get a good night’s sleep!

We’re Flexible

There when you need us, not when you don’t. Available 365 days a year.

We’re Two-Tiered

One senior and one junior resource assigned to you for business continuity and maximum support with no downtime.

We’re Hybrid

A custom blend of insourcing, outsourcing and shared services to suit your needs. Keep your technology and processes in house and use our people or vice versa. Or, let us handle it all for you.

Our Approach

01

DISCOVERY

Understand your needs

Your business and its challenges are unique, and we understand that. Through the initial discovery exercise, we understand the goals of your business and formulate a plan to serve your needs. Our diverse backgrounds in industry, public sector and non-profits allow our team to ask the right questions and do a Rapid Needs Analysis so we can offer you the custom-tailored services you need.

How do we do this?

    • We assess your current accounting function, and how its resourced.
    • We review your current technology to assess if its fully utilized and identify any areas for further optimization.
    • We review job duties and analyze the FTEs to identify idle capacity and opportunities to streamline processes.
    • We identify what controls and systems you have in place to secure the company’s assets and if you are using those systems well.
    • We determine what sort of reporting analysis is required and whether the infrastructure currently in place is sufficient.
    • We familiarize ourselves with your key stakeholders and what information is most useful to them.
    • We have experience presenting directly to boards, commissions and various committees of governing bodies, and on behalf of CEOs as required.
    • Based on this analysis we present a brief report that identifies any opportunities for optimization of processes.
    • Finally, we propose a no strings attached workplan.

The cost of services that we provide will always beat the cost of total compensation for each position. Our goal is to deliver quality financial management while maximizing cash savings on labour costs.

Our business model has been designed to run your accounting and finance function in the most efficient way, guaranteeing you savings of 20% to 40% per FTE.

02

SEAMLESS TRANSITION

Integrate our resources

During transition, we ensure the appropriate integration of our assigned resource(s) with your in-house team as required to carry out your accounting and finance functions, based on your unique needs.

Whether you require a controller, finance manager, accounting support or payroll services, we deploy scalable resources to give you the results you need, while giving you cash savings on your labour costs.

    • Our flexible, two-tiered, hybrid support model means one senior resource and one junior resource assigned to your organization to ensure continuity, shared knowledge, cross-training, and flexibility with no downtime.
    • We implement all the necessary workflows and procedures and train your staff to work with newly optimized financial processes, as we transition major functions to our team.
    • Whether you have a mainstream accounting software for small business or a comprehensive ERP system, we have got you covered. We are well-versed in QuickBooks, Sage, Xero and Hubdoc, and serve as power users for various enterprise software.
    • We have redundant backups and best in class security protocols to keep your information secure and confidential.

Once we have transitioned, we become a part of your team. We are only a phone call or email away. We are happy to be on site when you need us, or stay in touch on the daily to serve your needs.

Go ahead…put us to the test! We are that confident that our hybrid support model will offer you a range of scalable services, blending traditional insourcing, outsourcing and shared services elements.

03

ADAPTIVE OPTIMIZATION

Continuous learning & improvement

We are BIG believers in Learning  arrowright  Unlearning  arrowright  Relearning. This is why we follow CPA Canada’s RAISE Philosophy.

Resilient + Adaptable + Innovative =

Sustainable Enterprises

RAISE philosophy helps guide your small to medium sized organization to assess its level of resilience, adaptability and capacity to innovate in response to change. We understand that sustainable organizations have to consider factors beyond just the environmental and social business practices.

Once we have fully integrated with your organization we fine tune our services to continually to meet your changing needs and ensuring you are getting what you need when you need it.

    • Resilience = Protecting + Recovering – We support you in building a resilient business strategy. We help you manage your risks and quickly recover from disruptions, while maintaining continuous business operations and safeguarding your assets.
    • Adaptation = Learning + Responding – We help you adapt to your environmental changes by adjusting processes and practices quickly and giving you the flexibility to scale our services accordingly.
    • Innovation = Reframing + Transforming – We are there with you through the change to help you transition, reinvent and embrace opportunities for improvement.

Keeping you ready to meet the business challenges and leverage growth opportunities is ALWAYS our priority. This may mean reducing, changing or increasing the level of our service as required. Because we are adaptive (wink, wink), you can count on us to cater to your changing needs. In fact, if you no longer need us, we position you for success with all the necessary processes, training and documentation as we exit your organization.

Get the RAISE advantage! Have peace of mind, knowing your reporting and financial prowess is your competitive advantage when you have our team in your corner.

Here's What We Offer

OUTSOURCE PAYROLL
CONTROLLER SERVICES
CFO SERVICES
Services Adaptive Controllers
SHORT-TERM ABSENCE COVERAGE
MATERNITY LEAVE COVERAGE
PROJECT DELIVERY IN FINANCE
Our Services