Finance & Accounting
Financial Clarity for
Growing Businesses.
Clean books, monthly reporting, tax compliance, and strategic oversight, embedded inside your business.
Finance leadership,
sized to your business
Start with a fixed project to solve a specific problem, or go straight to a retainer for ongoing support.
Finance Health Check
A clear baseline of your financial health, with a prioritised action plan. The entry point for every finance engagement.
7 to 10 business days
Credited toward your retainer when you continue with PiGlobal.
Get in touch- Finance Health Check report
- Baseline score
- Prioritised action plan
- Recommended engagement tier
Finance Rescue
Books behind, accounts reconciled, compliance cleared. We get you retainer-ready, with scope set to your backlog.
15 to 25 business days
Final fee scales with backlog size and the severity of work required.
Get in touch- Reconciled books, minimum 6 months
- AP and AR reconciled, with overdue items flagged
- Compliance backlog cleared
- Basic reporting framework
- Retainer-ready handover
Preceded by a Finance Health Check.
Every retainer starts with a Finance Health Check, so we scope the right tier from day one.
Essentials
Full-cycle bookkeeping, monthly reporting, and compliance basics. Your finance function, delivered by a trained associate.
Get in touch
- Full-cycle bookkeeping and month-end close
- AP and AR management
- Monthly P&L by the 10th, AR/AP report by the 20th
- One-page monthly summary with key observations
- HST/GST filing calendar maintained
- Basic CRA correspondence support
- Managed finance inbox, run as your finance team's contact point
Growth
RecommendedForecasting, budgeting, and the intelligence to act on it. Led by a finance manager.
Get in touch
- Everything in Essentials, plus
- Cash-flow forecasting and performance monitoring
- Annual budget with monthly variance reporting
- Monthly executive summary with recommendations
- GST/HST preparation and filing, CRA liaison
- Year-end and T2 readiness for your accountant
- Multi-entity consolidation (if applicable)
- Payroll processing and remittances (if in scope)
Advisory
Senior leadership with a full dedicated team. The fastest delivery.
Get in touch
- Everything in Growth, plus
- P&L with executive commentary and KPI dashboard
- Rolling cash-flow forecast and board-ready pack
- Fractional CFO advisory for strategic decisions
- Investor relations and due-diligence support
- Capital allocation advisory (hiring, expansion, fundraising)
- 3-year modelling and scenario planning
Major projects (fundraise, M&A, system implementation) scoped and quoted separately.
Tax Advisory
Add-onCorporate tax strategy layered onto any plan, or taken on its own.
Get in touch
- Up to 4 advisory hours per month
- Corporate tax planning and strategy
- Tax provision and compliance review
- CCPC and small-business optimization
- HST/GST structuring and planning
- Tax-efficient multi-entity structuring
- CRA support
Discrete projects (reorganizations, audit defence, complex filings) scoped and quoted separately.
How PiGlobal Finance Helps
Get the Financial Clarity
Every Growing Business Deserves.
Know Where You Stand
Take Care of Critical Issues
Be On Top of Things
Finance Education
Most businesses don't know what they need financially to survive. We've got you covered.
Practical resources built for founders, not accountants, so you know what to ask for before you need it.
📋
Checklists
📈
Cash Flow Guides
🧾
Tax Prep Basics
🎯
Advisory Readiness
Why PiGlobal Finance
Get the Finance Function
Every Business Deserves.
Measurable Progress
Continued Oversight
Embedded Team
The Bottom Line
The Real Value of
Your Finance Team.
Fewer Costly Surprises
Lender & Investor-Ready
Decisions Backed by Numbers
Time Back for the Business
Ready to see where
your numbers actually stand?
Start with a Finance Health Check, or book a free discovery call to talk through what your business actually needs.