All Services-forms

Eliminate Uncertainty.
Gain Back Control.
Improve Profitability.

As a CPA-led bookkeeping and fractional CFO firm, we empower businesses to improve cashflow, get clear on finances and get up-to-date reporting so they can achieve their objectives quicker and easier than they thought possible.

Focus on Business,
We’ll Handle Finances.

Intrepidium Consulting is a CPA-led bookkeeping and fractional CFO firm that provides tailored financial services as a comprehensive solution to growing businesses.

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PACKAGES

Monthly Engagement

Our CPA-led bookkeeping team will support your unique business needs:

  • Improve your financial health, processes and controls
  • Improve and maintain accounting records to understand true profit and where to focus resources for growth
  • Review meeting with a CPA to discuss Financial reports and Key Performance Indicators
  • Reduce stress with accurate and useful financials

Budgeting & Forecasting

Our CFOs will prepare accurate budgets and forecasts to support your business goals:

  • Understand cashflow and plan for ups and downs
  • Get clear on what revenue streams are the most profitable
  • Analyze labour costs in relation to production to improve throughput
  • Know what to expect and get ahead with a plan

Tax Review, Preparation and Year-end

Our In-depth tax team will plan and prepare your corporate and personal taxes:

  • Minimize taxes through regular tax review and planning
  • Be supported by the highest level of tax professionals
  • Annual preparation and filing
  • Take control of your taxes and stop overpaying

Tailored to your needs

Get a quote and combine all three into one package for the best results. Speak with one of our experts to learn more about what works best for you.

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Why Businesses Rely on
Our CFO Services

Deep Expertise

Our end-to-end service is provided by a diverse team of experienced financial specialists, In-depth tax advisers, and bookkeepers that help you stay on top of your finances, ensuring you make the right decisions for your company.

Tailored Financial Support

Unlike other bookkeeping firms that will just hand you confusing reports, we interpret the numbers, give you a detailed breakdown, and provide personalized guidance so you understand the situation.

Results-driven

Whether you need budgeting or fundraising support, you’ll get proven, trusted experts to help you unlock growth.

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Ryan Roch is the model of a cool, calm and collected professional. He knows what he’s doing. I sleep well knowing that Ryan has my companies finances in order

James Cluer MW, Fine Vintage

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“We have been using Ryan Roch and his firm Intrepidium since June of 2018, and I have to say that it has transformed and really improved the way we do business.

Ryan’s firm assisted me when our existing accounting system was in shambles due to incompetent staff who abandoned their jobs without any notice. It was really a low point for me but with Ryan’s help, everything was under control within a few weeks.

Since those early days, Ryan’s role has transformed into that of a part time CFO who provides excellent metrics and guidance on the current state of my business in addition to, supervising our in-house office administrator and bookkeeper. He also works seamlessly with BDO in completing our year end filing with the CRA.

I could not be happier with Ryan’s work and am very confident in the accuracy of the reports he provides. Anyone in need of Ryan’s services could not find a better resource, he is highly recommended.”

Fred Lyhne Jr. / Simalex Mfg. Co. Ltd.

Our Services 

Bookkeeping

We can help you:

  • Track and understand your cashflow
  • Provide you with easy-to-understand monthly financial reports
  • Customize your business processes to free up your time

Fractional CFO

We can help you:

  • Eliminate cost overruns
  • Prepare accurate budget and financial forecasts
  • Help navigate a CRA audit
    stress-free

Taxes

We can help you:

  • Prep taxes and bookkeeping seamlessly.
  • We file your business income taxes
  • Stay compliant with CRA.

Our Services 

Confused by cash
flow, behind on
financial reporting?

Is your cash flow no longer making any sense? Perhaps you are experiencing cash shortfalls, you’re barely able to make payroll, or you’re having inventory shortages which can cause you to lose good employees or customers. Or maybe you’re behind on your reporting or under a CRA audit. A lot of companies don’t reach out until it’s almost too late. Don’t let that be you, let us help!

Is your business
lacking clear and coherent financial oversight?

Intrepidium Consulting is a boutique bookkeeping and fractional CFO firm. We provide a team of bookkeepers with CPA oversight to help you stay on top of your finances, ensuring you make the right financial decisions for your company.

Unsure about your profitability or where your company is heading?

We start off with a complimentary overview of your books which will help us flag any potential issues, stopping them from becoming larger problems. Doing this alone can greatly help. By understanding the numbers and what they mean, we can then diagnose problems which will then help you move forward with confidence and clarity.

How Our Process Works

Discovery

We start off with a complimentary overview to help flag any potential financial issues or irregularities. You can then use this audit for your internal team or bring in an experienced bookkeeping firm to get financial clarity.

Plan

We diagnose and correct any financial issues we see through simple, concise reporting, giving you clarity and understanding.

Implement

We systematize your processes to better position your financials moving forward. Through expert guidance, we help you understand your business better, make sense of the numbers, and helping you meet and exceed your business goals sooner and easier.

Grow Your Business With Our CFO Services

Get the expert financial support your business needs.

Discover How Intrepidium Can Bring Clarity, Control, and Insights To Your Business