';

Shauna-Frederick-CFO-on-the-Go-Services CREATE EFFICIENCY
AND FINANCIAL
PROFITABILITY
IN YOUR BUSINESS
WITH FREDERICK OTG, ON THE GO CFO



  • monthly analysis

    A monthly analysis of your books and records to ensure entries are being recorded properly and to provide analysis and oversight to ensure your books are on track.

    Preparing a financial statement dashboard to provide you with a snapshot of information that you need to make sound business decisions.

    Regular monthly meetings to stay on top of the financial picture and to help you understand your financial statements in order to keep your business on track financially.

    Ensuring best accounting practices, policies and procedures are in place to ensure your accounting team is running efficiently.

    Becoming part of your team to provide accounting solutions so you can run your business.

  • Weekly:

    Provide bookkeeping support and ongoing training to the internal accountant as needed

  • Monthly:

    Ensure your balance sheet numbers are reconciled and up to date

    Advise/review any necessary adjusting entries

    Maintain complete asset listing

    Provide monthly comparative profit and loss analysis

    Review monthly financial statements (Profit and Loss; Balance Sheet; Cash Flow)

    Assist with monthly financial reporting package to send to the bank and the management team

    Meeting to review monthly financial statements

    Provide support with preparing monthly reporting packages

  • Periodically:

    Provide support with preparing and monitoring budgets

    Provide support with improving processes and procedures

  • Annually:

    Assist with yearend financial package preparation to forward to your external accountants

  • Extra:

    Ensure government payments for GST, corporate taxes and payroll remittances are remitted on time

    Assist with the month end process and preparation of monthly bookkeeping binder with relevant supporting documentation

packageB



  • quarterly analysis

    A quarterly analysis of your books and records to ensure your financial statements are on track for year end.

    Working towards a financial statement dashboard to provide you a snapshot of the information you deem important.

    Quarterly meetings to go over your financial statements to help you understand the statements in order to make sound business decisions.

    Keep the financial statement updated and on track, monitor tax requirements, provide analysis and oversight to keep you up to date.

    Becoming part of your team to provide accounting solutions so you can run your business.

  • Monthly:

    Provide bookkeeping support and ongoing training to the internal accountant as needed

  • Quarterly:

    Ensure your balance sheet numbers are reconciled and up to date

    Advise/review any necessary adjusting entries

    Provide quarterly comparative profit and loss analysis

    Review quarterly financial statements (Profit and Loss; Balance Sheet; Cash Flow)

    Assist with quarterly financial reporting package to send to the bank and the management team

    Meeting to review quarterly financial statements

  • Periodically:

    Provide support with improving processes and procedures

  • Annually:

    Assist with yearend financial package preparation to forward to your external accountants

  • Extra:

    Assist with the Quarter end process and preparation of quarterly bookkeeping binder with relevant supporting documentation



  • quarterly analysis

    A quarterly analysis of your books and records to ensure your financial statements are up to date and on track for year end.

    Quarterly meetings to go through your records to help you understand your statements in order to make sound business decisions.

  • Monthly:

    Provide bookkeeping support and ongoing training to the internal accountant as needed

  • Quarterly:

    Ensure your balance sheet numbers are reconciled and up to date

    Advise/review any necessary adjusting entries

    Provide quarterly comparative profit and loss analysis

    Review quarterly financial statements (Profit and Loss; Balance Sheet)

    Assist with quarterly financial reporting package to send to the bank and the management team

  • Periodically:

    Provide support with improving processes and procedures

  • Annually:

    Assist with yearend financial package preparation to forward to your external accountants

  • Extra:

    Assist with the Quarter end process and preparation of quarterly bookkeeping binder with relevant supporting documentation

Frederick OTG is here to help you understand your financial picture and put a plan in place to get you where you want to go. 

Above are sample packages. Every package will be tailored to suit the needs of each client/business.

After an initial needs assessment, ensuring a clear understanding of the business, the goals and areas of concern for the business owner, Frederick OTG will put together a proposal – giving the customer three options to choose from.  The options will be based on the initial needs assessment to ensure the services address the needs of the client.