CFO Services and more
Navigating growth, managing risk, and planning for the future requires more than just accounting—it requires strategic financial leadership.
Our CFO Services bridge the gap, offering expert-level support customized to support your growth plans. Whatever stage your business is in, we help you move forward with clarity and confidence. From day-to-day oversight to strategic decision-making, we serve as your trusted partner in financial leadership.
CFO Services
At Berger Cavan Group, we know your business is about more than just numbers—it’s about your vision and dreams. That’s why our outsourced CFO Services bring you the financial expertise of a Chief Financial Officer without the cost of a full-time hire. We’re here to help you tackle challenges, spot new opportunities, and reach your goals. Plus, we’ll set up easy-to-use accounting systems tailored just for new businesses, so you have a solid financial foundation to grow from. The following highlights the main areas of our specialized CFO services:
Budgeting and forecasting
In-house financial review and cash-flow management
Governance and strategy planning
Operational advisory
Financial literacy training
Accounting records cleanup
Audit liaison and support (federal and provincial tax)
Digital services
List of Our CFO Services:
We develop detailed budgets and financial forecasts tailored to your business’s unique circumstances. This helps you anticipate future revenues, expenses, and cash flow needs, enabling proactive decision-making and resource allocation for sustainable growth.
Budgeting and forecasting:
Our team conducts comprehensive internal financial reviews, including cash flow monitoring, inventory valuation, and variance analysis. This process identifies trends, uncovers inefficiencies, and ensures your financial data accurately reflects your operational realities.
In-house financial review and cash-flow management:
We assist with establishing effective governance frameworks and strategic plans that align your financial objectives with overall business goals. Our guidance supports sound decision-making, risk management, and long-term value creation.
Governance and strategy planning:
We provide expert advice to optimize business processes, enhance operational efficiency, and strengthen internal controls. We help to track and analyze key performance indicators (KPIs) relevant to your business, providing actionable insights into financial and operational performance. Our operational guidance supports better financial outcomes and smoother day-to-day management.
Operational advisory:
We offer tailored training programs designed to improve your team’s understanding of financial concepts, reporting, and analysis. Empowering staff with financial literacy enhances collaboration, accountability, and informed decision-making across your organization.
Financial literacy training:
Our professionals assist in reviewing and rectifying your accounting records to ensure accuracy, completeness, and compliance. This cleanup facilitates reliable reporting, audit readiness, and a stronger foundation for future financial management.
Historical bookkeeping cleanup:
We act as your dedicated point of contact with tax authorities during income and provincial tax audits, managing communications and documentation to ensure a smooth process. Our goal is to minimize disruptions, address inquiries promptly, and help achieve a favorable resolution while protecting your interests.
Audit liaison and support (federal and provincial tax):
Our Digital Services leverage the latest cloud-based technologies to simplify and automate your accounting, reporting, and communication processes. From cloud accounting and workflow automation to data analytics, cybersecurity, and e-commerce support, we provide tailored solutions that streamline operations, enhance accuracy, protect your data, and improve collaboration. With real-time access to your financial information anytime, anywhere, we empower you to make smarter decisions, save time, and stay ahead of the curve—helping your business thrive confidently in today’s digital world.
Digital services:
