Operational Accounting
If you are an established business and need more day-to-day accounting oversight than your current bookkeeper can provide but are not in a position to afford a full-time controller, we can help.
Scalable Back-Office
Our service list includes assistance with bookkeeping, accounting systems implementation, Fractional CFO and Contract Controllership.
Additional Offerings
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If you already have an accounting team, but something is missing we can step in on a fractional basis as CFO. In this role we occupy a management seat that brings leadership, accountability, quality control and governance to your accounting department. Accounting is a technical specialty and there is a point where the management of this part of your business should be delegated to a leader with the technical background and leadership skills to drive performance in this area of your business.
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When a business grows beyond the ability for a bookkeeper to support, but isn’t large enough to hire a full-time Controller we can step into that role on a fractional basis. A Controller will help you implement systems and processes that will reduce administrative frustration, improve back-office efficiency and provide actional advice that will help you make informed decisions. And fractional access is more affordable than the alternative of employing a full-time, designated accountant.
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Our Back Office Support service is ideal for business owners who want to grow their business by focusing on their area of specialty and outsourcing the back office functions to specialists like us. We become the back office with responsibility for business functions that can include accounting, HR, IT, legal coordination, and other support functions. You get to focus on selling and delivering your services and products and and we provide professional administration to support your growth.
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Having a Financial Planner who is also involved in your day-to-day accounting is a very effective combination. We work alongside your public practice accounting firm for tax filing and financial statement preparation and your lawyer for estate planning and legal matters. Our involvement greatly improves the integration between your personal and corporate lives leading to the right outcomes, not just better ones.
Meet your Advisor
DAVID LORD, CPA, CMA, CFP
Red Seal Financial CFO & Advisor
My career has included roles as a Controller and General Manager in industries ranging from real estate development and oilfield services to software development and digital marketing. In 2013, I co-founded RedSeal Financial Ltd. with my partner, Dawn Vader.
In my practice I enjoy working with individuals, families, professionals and business owners to help them plan for success. I help my clients understand their current financial situation, identify where they want to go, and develop a plan to get there.
Our Full Service Offering
The Red Seal team has been great! We were way behind and they stepped in and took over our backoffice functions. They got our accounting caught up, worked with our clients to get our AR back under control, and have helped us get a way better understanding of our business.
We now get monthly financial reporting, our cashflow is greatly improved with clients paying us in a timely manner, and we have a better handle on our margins. As business owners, we can focus on growth now vs. stressing out over administrative details.
- Amadys Daniel, COO | AOShield Solutions
Sound like something you need?
If you’re a business owner or founder that needs to make a plan for your next stage of business growth we’d love to help.