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Synergy CPA

Services Three

Valuation & Due Diligence

When decisions are expensive, clarity matters. Includes: - Business valuation support - Financial due diligence - Scenario

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Personal Financial Clarity (Tax-Focused)

We explain the tax impact — you decide the investments. Includes: - RRSP, TFSA, FHSA, RESP guidance

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Management Reporting & KPIs

Numbers that actually tell a story. Includes: - Monthly management reports - KPI dashboards - Trend &

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Internal Controls & Risk Reviews

Small gaps become big problems when ignored. Includes: - Process & control reviews - Segregation of duties

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Budgeting & Performance Review

Budgets that protect — not restrict. Includes: - Annual & rolling budgets - Actual vs budget variance

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Cash Flow Planning & Forecasting

Profit doesn’t pay bills — cash does. Includes: - Cash-flow forecasting - GST/HST & tax timing planning

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Business Advisory & Growth Planning

Structure first. Growth second. Includes: - Growth readiness assessments - Partnership & reporting clarity - Strategic financial

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