CFO, Tax & Business Advisors

Unlock Your Company's full Potential...

Growing businesses often need the strategic guidance of a Chief Financial Officer but may not have the resources to hire a full-time, in-house CFO. That's where Advize comes in.

Our CFO Advisory Services provide the expertise, insight, and leadership of an experienced CFO at a fraction of the cost, helping you make informed decisions, improve financial performance, and achieve sustainable growth.

We begin by taking a comprehensive deep dive into your business, examining every aspect of your operations, including management, staffing, administration, cash flow, financial performance, and overall business processes. We take the time to understand what drives your business, identify what is working well, and uncover areas that need improvement.

Using a thorough SWOT analysis, we evaluate your company's strengths, weaknesses, opportunities, and potential threats. We meet with owners, key personnel, and management teams to gain valuable insights and develop a clear understanding of your business objectives and challenges.

From there, we create a practical, results-driven strategic plan tailored to your organization. More importantly, we don't simply provide recommendations and walk away—we work alongside you to implement the plan, monitor progress, and provide ongoing monthly guidance and accountability to ensure your business stays on track and continues moving forward.

With Advize as your trusted financial partner, you gain access to executive-level financial leadership that empowers your business to make smarter decisions, strengthen profitability, and reach its full potential.

According to the Canadian Federation of Independent Business (CFIB)...

Over the next 10 years more than $2 trillion in business assets will change hands across Canada as baby boomers retire and pass on their estates. 

• Total Assets at Stake: Over $2 trillion in Canadian small business assets are expected to transition.
• Business Owner Intentions: Approximately 76% of small business owners plan to exit their companies within the next decade.
• The Planning Gap: fewer than 1 in 10 (9%) business owners have a formal, written succession plan in place.

Advize can help create a Succession Plan that makes your business attractive to purchase, provide an exit strategy to minimize tax and a financial management plan post sale to ensure your retirement goals are a success.

At Advize, we help businesses leverage technology to improve efficiency, streamline operations, and build a strong foundation for future growth. Our team can recommend, implement, and provide training on a wide range of leading accounting software platforms and business applications tailored to the needs of small businesses.

We work with you and your staff to develop an integrated technology ecosystem that supports your day-to-day operations, enhances productivity, and provides real-time financial insights to help you make informed business decisions. By combining the right software and applications, we help position your business to operate more efficiently and remain competitive in an ever-evolving marketplace.

When specialized expertise is required, our extensive network of strategic alliances and industry-leading professionals ensures you have access to the right resources and technical support. Through these trusted partnerships, we can connect you with experienced specialists who can address your unique business requirements and help implement the best technology solutions for your organization.

At Advize, we don't just install software—we help you build a scalable, technology-driven foundation that empowers your business today and supports your success tomorrow.