Alex Holt, CPA, CA offers a comprehensive range of financial services to cater to the diverse needs of businesses in the region.
Accounting & Financial Reporting
Cash Flow Forecasting
Budgeting & Analysis
Commissioner of Oaths
Fractional CFO and Controller Services
Alex Holt, CPA, CA offers fractional and contract Chief Financial Officer (CFO) and Controller services, providing executive-level financial oversight at a fraction of the cost of a full-time CFO or Controller. The service delivery is hands-on, personable, and tailored to the needs of small to medium-sized businesses. Alex’s aim is to deliver streamlined, accurate, timely, and useful financial reporting consistently each month, providing in-depth insights beyond the numbers to manage today’s needs and prepare for tomorrow’s growth.
Commissioner of Oaths Service
Alex is known for his personalized and customer-centric approach as a commissioner of oaths. He takes pride in offering prompt and efficient services, ensuring quick responses and seamless assistance throughout the process. His in-residence service, available at any time, makes document witnessing convenient for clients. Alex is also flexible and willing to travel to clients’ preferred locations for added convenience. Contact us today for a quote that is tailored to your business needs.
What’s a ‘Fractional CFO?’
Engaging a Fractional Chief Financial Officer (CFO) can be a cost-effective way for smaller businesses to access high-level financial expertise without the expense of hiring a full-time CFO. It allows the business to receive the guidance they need during crucial times or for specific financial initiatives.
What does the Fractional CFO bring my business?
The Fractional CFO focuses on working with small to medium-sized businesses. This means they understand the unique challenges and opportunities that businesses of this size often encounter.
As a Fractional CFO, they bring expertise in financial matters, including budgeting, forecasting, cash flow management, financial analysis, and more. They can help the business make informed financial decisions.
Getting Finances on Track
One of the main goals of the Fractional CFO is to help the company get its financial affairs in order. This could involve reviewing and organizing financial records, ensuring compliance with relevant regulations, and identifying areas for improvement.
The Fractional CFO has experience in optimizing financial processes. They can help the business improve efficiency in areas like expense management, financial reporting, and internal controls.
Financial Planning and Analysis Software
The Fractional CFO uses financial planning and analysis software to assist in their work. This software can help with tasks such as creating financial forecasts, analyzing financial data, and generating reports that aid in decision-making.
The Fractional CFO offers their services on a short-term basis, which means they might be engaged for specific projects or during critical periods. This flexibility can be beneficial for businesses that need financial expertise without committing to a full-time CFO.
Chartered professional Accountant
Alex Holt is a highly skilled Chartered Professional Accountant (CPA) and Chartered Accountant (CA) with over 20 years of extensive experience in the region. His expertise has been honed through serving clients in public practice and working in the executive and finance departments of both public and private companies. Alex has a strong technical background and a deep understanding of various industries, focusing on supporting the entrepreneurial market in Atlantic Canada.
His services focus on him being a Fractional CFO for your small to medium-sized business, helping your team get their finances on track and optimizing business processes by providing strategic financial guidance and support on a temporary or short-term basis.
Booking an appointment with Alex is hassle-free, allowing clients to schedule meetings via email or phone call at their convenience. With his expertise and dedication, clients can expect a smooth and stress-free experience.
Get your business on track.
With Alex’s extensive experience and commitment to excellence, you can trust him to provide professional financial guidance and support tailored to your business needs. Contact him today to schedule an appointment and make sure your business is on the right track to long-term success!