Senior expertise,
delivered directly.

Senior CFO leadership for public companies in Canada and the U.S. — financial reporting oversight, internal controls, audit coordination, and clear communication with Audit Committees and Boards.

• —Quarterly and annual reporting (MD&A, financials)
• —SOX-style controls and process design
• —Auditor and regulator relationship management
• —Board and Audit Committee reporting

Trusted advisor and technical resource to sitting CFOs of public and private companies, providing senior-level input on the issues that matter without adding headcount.

• —Technical accounting analyses and memos
• —IFRS ↔ U.S. GAAP transitions and reconciliations
• —Complex transaction accounting
• —Board and audit-committee communication review

End-to-end transaction readiness for companies listing in the U.S., Canada, or dual-listing. Specialist knowledge of U.S. securities regulation and U.S. GAAP requirements for foreign private issuers.

• —S-1 / F-1 / prospectus financial statements
• —U.S. GAAP conversion and PCAOB-style audit support
• —SEC and Canadian regulator coordination
• —Pre-listing finance function build-out

Cost accounting, profitability analysis, financial modelling and bespoke technical work for management teams and Boards making important decisions.

• —Financial modelling and scenario analysis
• —Cost accounting and profitability review
• —Purchase price allocation, impairment, share-based payments
• —Special projects for Boards and committees