Management & CFO Consulting

Financial Advisory & Fractional CFO Consulting to Scale Your Business

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Trusted by small & medium sized businesses. Our CFO consulting & advisory services help our clients quickly grow with our know-how & pooled expertise.

Management, CFO Consulting

company valuations

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Trusted by small & medium sized businesses in Vancouver BC. We help our clients scale with our accounting, financial, and business advisory resrouces.

Financial & Accounting Partner

CFO Consulting and Financial Advisory Services

The breadth and depth of expertise within the Anatona management consulting framework spans the spectrum from certified bookkeepers, chartered accountants, data scientists, to chartered business valuators and industry partners.

Helping businesses with affordable & easy-to-engage solutions, from on-going accounting supports to independent financial advisory solutions for your unique challenges.

CFO Consulting Services

On-going Supports for Growth Companies

Accounting & Bookkeeping

Financial Planning & Analysis

 CFO Services & Business Advisory

Financial Advisory Services

Independent Solutions for Unique Challenges

Digital Transformation

Process Improvement

Costing Analysis

On-going Supports for High-growth Businesses

Affordable CFO Partners & Accountants

Accounting & Bookkeeping

Monthly closing process

  • Accounting system setup
  • Chart of Account setup
  • Monthly bookkeeping & reconciliation
  • Sales Tax Reporting

Monthly Closing & Reconciliation

CFO Services & Business Advisory

Business & Financial advice Growth & Exit

  • Market validation and development
  • Capital raising and recapitalization
  • Valuation and M&A advice
  • Exit planning & strategies

Ongoing Process with Monthly or Quarterly Review

Financial Planning + Analysis

Manage growth with budgeting and forecasting

  • Budget development
  • Forecast and variance analysis
  • Financial planning & health analysis
  • Financial and dashboard reporting

Monthly or Quarterly Review

Independent Financial Advisory Services

Results for Your Growth Mandate

System Setup

Set up accounting system according to your business model, size, and specific needs.

Costing Analysis

Analyze and structure financial model and accounting system to gain clarity of your pricings.

Data Analysis

Pull & integrate data from your systems and third-party sources. From data analytics to insights for high-impact decisions.

Marketing & Research

Business and industry research for new product launch. Business planning for startups and newbuilds.

Process Improvement

Review accounting and reporting processes to identify risks and improve efficiency with new builds (ERP) for high-growth companies.

Digital Transformation

Build API and cloud-base system to integrate third-party software. Digitally transform your business by removing error-prone processes. Deliver by Synertree