Kevin Ballantyne from Profitable Wisdom has been our Part-time CFO for the past four months. In that time, he provided us with accurate and timely comparative financial statements that included comments and ratios that help us understand the financial performance of the company better than before.
He was also able to close our year-end financials and provide supporting documents to our external accountants within a month of our year-end. Kevin completed a 2-year financial forecast including cash flow projections, helped to straighten out our HST filing, trained our accounting clerk on month-end procedures and analyzed the potential return on investment for an expensive piece of machinery in which he helped to save money on foreign exchange. Kevin also created a detailed fixed asset ledger, documented our office processes and is now reviewing ERP systems for future conversion.
Kevin has been and continues to be a great help for our company, working for us 6 days a month initially and now about one day a week.
President and Shareholder of McCann Redi-Mix