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Finance Management Services in Ontario

Take Control of Your Finances. Focus on Growing Your Business.

Are you drowning in financial paperwork while your business demands your full attention? Whether you’re a nonprofit organization, a professional services firm, or a growing consultancy in Ontario, your financial challenges are unique-and so are the solutions we provide.

At Priti Lad Professional Corporation (PLPC), we offer comprehensive finance, accounting, and management services designed to simplify your operations, provide financial clarity, and drive profitable growth.

Virtual CFO Services & Bookkeeping for Strategic Growth

Our Virtual CFO services give you executive-level financial leadership-without the overhead of a full-time CFO. 

From cash flow forecasting to strategic financial planning, we deliver actionable insights to keep your business moving forward.

Our services include:

Strategic financial planning and analysis

Cash flow management, accounting, and optimization

Periodic financial statement preparation

Budget development and variance analysis

Investment and growth strategy guidance

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Cashflow Management for Professional Service Firms

We understand the financial complexities of service-based businesses such as consultants, architects, engineers, and other professional firms across Canada.

Our cashflow services for professional service firms include:

Project-based accounting and profitability analysis

Time and expense tracking integration

Client billing and accounts receivable management

Cash flow forecasting

Tax planning and compliance

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Frequently Asked Questions

General FAQ

Who do you work with?

We work with non-profit organizations, professional service firms, and consultancies across Ontario. Our services are tailored to each client’s industry, size, and growth goals.

Yes. Our Virtual CFO and bookkeeping services are designed to be delivered online, ensuring flexibility, efficiency, and accessibility no matter where you’re located in Ontario.

If you only need transaction recording and reconciliations, a bookkeeper may be sufficient. But if you want strategic financial guidance, forecasting, and planning—a Virtual CFO gives you executive-level insights without the cost of a full-time CFO.
Virtual CFO rates vary based on the scope of services, your business size, and complexity. At PLPC, we offer customized packages starting from a monthly retainer for ongoing support, with options for project-based engagements. We’ll provide a tailored quote after your free consultation so you only pay for what you truly need.

Bookkeeping costs depend on the volume of transactions, reporting requirements, and complexity of your accounts. We offer flexible monthly packages designed for nonprofits, professional service firms, and consultancies-ensuring you only pay for the level of support your organization requires.

Cash flow management pricing varies based on whether you need one-time forecasting or ongoing monitoring and analysis. We can create a fixed project fee for short-term work or a monthly plan for continuous oversight and updates.
We use secure, encrypted systems and follow strict confidentiality protocols to protect your sensitive business data.
  1. Book a free consultation
  2. We review your needs and challenges
  3. You receive a tailored proposal
  4. We onboard you with clear timelines and next steps

Financial Management Related FAQ

What does cash flow management involve?
Cash flow management includes tracking, forecasting, and optimizing the movement of money in and out of your business so you can cover expenses, invest in growth, and avoid cash shortages.
A Virtual CFO provides budget planning, cost analysis, and strategic recommendations to help you make better financial decisions that improve your bottom line.
We offer donor tracking, compliance reporting, grant management support, and financial statements preparation tailored for nonprofit requirements in Canada.
Absolutely. Our services include year-round tax planning, compliance checks, and preparation of financial statements so your filings are smooth and stress-free.
We provide customized, easy-to-read reports and walk you through what the numbers mean so you can make confident business decisions.

Ready to Take Control

of Your Finances?

Stop letting financial uncertainty slow your growth. Whether you need non-profit bookkeeping in Ontario & cash flow forecasting for your consultancy, or full-scale Virtual CFO services, Priti Lad Professional Corporation (PLPC) is your trusted partner for clarity, strategy, and results.

Book Your Free Consultation