Category: financial services

Insight Financial is a financial services company located in Moncton, New Brunswick. The firm is dedicated to helping clients achieve lifetime financial security through personalized financial planning and advice. They focus on assessing clients’ current financial situations and future goals to create tailored roadmaps that enhance confidence in their financial futures.

The company specializes in retirement planning, tax-efficient strategies for de-accumulation in retirement, and estate planning, primarily serving pre-retired and retired clients. The team includes experienced professionals, such as Brock Murphy, a Certified Financial Planner® and Registered Retirement Consultant, who emphasizes client education to facilitate informed financial decisions. Insight Financial aims to support clients at various life stages by providing clear explanations of complex financial concepts and fostering long-term relationships built on trust and understanding.

Vigilant AI™ is an automated financial data management platform provider, founded by an experienced group of AI experts, international accountants, and data security professionals, who came together to help accountants automate financial data preparation to increase the labor efficiency and completeness of their audits and analysis.

We leverage the latest Artificial Intelligence (AI) and Machine Learning (ML) techniques to automatically model and extract data from business process documents allowing our customers to cross-correlate supporting documents against every accounting entry 80% faster than current approaches.

This data correlation in turn permits us to automate audit testing, reporting and business intelligence reviews, improving the efficiency of any manual audit and accounting functions.

AI-powered fractional CFOs and outsourced accounting services provide businesses with expert financial guidance, enhanced by advanced AI tools, at a fraction of the cost of a full-time in-house team. This solution enables small and mid-sized companies to access strategic financial insights, automate routine tasks, and make data-driven decisions in real time, all while scaling operations more efficiently.

With AI-driven analytics, businesses can optimize cash flow, forecast financial trends, and manage risk, while also ensuring compliance and financial accuracy. This approach allows for faster, smarter decision-making and the flexibility to adapt to growth, from startups to expanding enterprises. By outsourcing accounting and financial leadership, businesses can focus on scaling while ensuring long-term financial health.

Our clientele consists of talented entrepreneurs and business owners across North America.

While we take leadership of their finances, operations and strategy, our clients are assured that their business interests are well looked after, and can focus all their time and effort on growing their business.

Hello’s comprehensive platform is designed to simplify the creation, deployment, and large-scale management of gift card, incentive and reward programs. We support businesses in accelerating their growth by strengthening connections with customers, employees, partners, and merchants.

Smartbills is a cloud-based platform that specializes in utility bill management and receipt aggregation. It aims to simplify the management of utility expenses for users across North America. The platform provides real-time access to utility data from various providers, including electricity, gas, and water, allowing users to manage their bills through a centralized system.

The company offers a utility bill management service that automatically collects and centralizes bills and receipts, eliminating the need for manual tracking. Smartbills also provides insights into energy consumption and carbon footprints, supporting users’ sustainability goals. By leveraging AI and blockchain technology, Smartbills enhances the security and efficiency of bill processing and payment solutions. The platform is designed for both residential and commercial utility consumers who seek a streamlined approach to managing multiple utility accounts.

Frankel & Company, founded by Michael Frankel over a decade ago, specializes in empowering entrepreneurs through strategic financial management services. The company is recognized for its expertise in operational, strategic, and financial consulting, particularly aimed at emerging technology leaders in Canada.

The focus of Frankel & Company is on providing sophisticated financial management solutions that help businesses navigate their financial landscapes effectively. Through its consulting services, the company supports entrepreneurs in achieving their financial goals and enhancing their operational strategies.

Convoy Finance specializes in addressing the critical finance needs of fast-growing startups, particularly those navigating the dynamic world of Web3.

We were founded to address the common challenge where finance often lags behind in high-growth companies, leading to bottlenecks that hinder their progress. This challenges becomes even more pronounced in the rapidly evolving Web3 landscape, where multiple jurisdictions and changing regulations must be navigated.

Our mission at Convoy Finance is to build robust finance foundations that can adapt and scale seamlessly alongside their company’s growth.

We offer comprehensive services that scale from early stage startups to later stage startups preparing for acquisition of going public.

1. Accounting and Finance Operations:
Your finance department to keep your startup running smoothly.

* Monthly Bookkeeping (Fiat and Crypto)
* Quarterly and Annual Closing
* Payroll Services
* Invoicing and Bill Payment
* Audit support

2. CFO Services:
Your strategic advisor to inform and empower every stage of growth.
* Budgeting and Controllership
* M&A Advisory
* Fundraising
* Financial Analysis

3. Tax Structuring:
Your tax experts to help you inform and plan early.
* Multi-jurisdictional Planning
* Offshore Entities
* IP Licensing
* Sales tax Planning
* Compliance and Filing

Partner with Convoy Finance to build a strong finance foundation that empowers your startup to thrive in the competitive and ever-changing landscape. Let’s future-proof your financial success.

Welcome to Elevate Financial Group.

We’re not your typical accounting firm. We don’t use jargon. We’re not stuffy. And we believe simple is beautiful, and that’s what we strive for.

We specialize in empowering small business owners like you with tailored financial solutions. Our goal is to help you succeed by building a strong financial foundation.

No matter where you’re at in your growth journey, we’re here to provide unwavering support. We’ve got you covered with our comprehensive range of services, which includes:

– Fractional CFO Services;
– Bookkeeping;
– Financial Reporting; and
– Financial Planning & Analysis.

At Elevate Financial Group we pride ourselves on exceptional service. I know, I know, you’ve probably heard that countless times. But it’s true. Money is the backbone of your business and your livelihood – we get it.

That’s why we offer a personalized approach – deeply understanding your unique needs and providing customized solutions. Our technology-driven solutions empower you to stay ahead, leveraging innovative tools and real-time insights. We take pride in our prompt support, with a dedicated team ready to assist you.

Ready to grow your business? Let’s connect and explore how we can help you achieve your goals. Let us handle the accounting and finance tasks, allowing you to focus on what you excel at most – running your business.

Kalos LLP is a boutique financial due diligence and valuation firm that specializes in transaction advisory services. The company is known for its ability to combine technical expertise with a client-focused approach, making it a trusted advisor in acquisitions, divestitures, and capital raises. As a regulated Chartered Professional Accounting and Chartered Business Valuation firm, Kalos LLP is committed to maintaining high professional standards.

The firm offers a range of services, including comprehensive financial due diligence to assess risks and opportunities in transactions, valuation services to determine the value of businesses or assets, and transaction support to guide clients through the transaction process. Kalos LLP has earned recognition as a top Mid-Market M&A firm in Canada, reflecting its strong reputation and commitment to client satisfaction. The company is also expanding its operations, including a recent move into Vancouver, which enhances its ability to deliver quality advisory services.

VFS Group is a wealth management firm based in Sydney, specializing in comprehensive financial solutions for private clients. With over 15 years of experience, the company focuses on client-centric strategies and transparency, providing bespoke advice through highly qualified advisors. VFS Group operates under Vertical Capital Markets and holds an Australian Financial Services License.

The firm offers a range of services, including wealth management, superannuation advice, investment management, mortgage broking, insurance advice, and estate planning. Their approach is tailored to meet the needs of clients at various life stages, from early-career professionals to retirees. VFS Group emphasizes flexible engagement options, including remote consultations and in-person meetings, with a clear fee structure to ensure transparency. The team is committed to ethical practices and delivering value-driven outcomes.