Financial Advisory & CFO Consulting

Financial Advisory & Fractional CFO Consulting to Scale Your Business

Free consulting session to learn more

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

Financial Consulting

company valuations

Contact us to learn more

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

Financial 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

Free Consulting Session Learn More

Financial Advisory Services

Independent Solutions for Unique Challenges

Digital Transformation

Process Improvement

Costing Analysis

Free Consulting Session Learn More

On-going Supports for High-growth Businesses

Affordable CFO Partners & Accountants

Accounting Support

Monthly closing process

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

Monthly Closing & Reconciliation

Free Consulting Session

Director and CFO Consulting

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

Free Consulting Session

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

Free Consulting Session

Independent Financial Advisory Services

Results for Your Growth Mandate

System Setup

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

Free Consultation

Costing Analysis

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

Free Consultation

Data Analysis

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

Free Consultation

Marketing & Research

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

Free Consultation

Process Improvement

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

Free Consultation

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

Free Consultation

Financial Consulting

Get a free consultation for Financial Consulting and CFO consulting services

Contents show