Whether you are a SaaS provider, software developer, IT consulting house or a managed services provider - at wefinx, we've got you covered on all fronts - we do your accounting, bookkeeping, payroll, tax filings, cash flow modelling, budgeting and help get you organized to raise financing and capital. We are front and center as a go to business partner to help with accessible CFO advisory services to help you make the right data driven decisions at the right time.
Each year, CRA gives over $3 billion in ITCs to over 20,000 eligible claimants. We work with our clients to establish baseline policies, procedures, guidelines and assist in setting up documentation and tracking requirements to be able to claim eligible expenditures in order to claim refunds. Certain salaries, materials and third party payments are all eligible expenditures that must be part of any tax planning strategy.
At wefinx, our CFOs go above and beyond simply SR&ED compliance needs to provide tax planning strategies, advice on eligible business expense deductions, optimized legal entity structures etc. all in the interest of growing a sound a profitable business.
We set you up with: a custom trial balance, execute your bookkeeping, import your business transactions, record and categorize your day to day transactions, reconcile your accounts, managing account receivables and payables, do you payroll and file your taxes - all in our secure cloud based solution that is always up to date and accessible from anywhere. Our powerful reporting tools provide meaningful insights to drive decisions based on actual performance data.
Our technology platform is built on best of breed cloud accounting software. Technology makes us efficient, saving our clients money and allowing us focus on helping our clients with financial planning, analysis, modeling, valuation and fundraising.
Managing working capital does not need to be complicated, our team at wefinx analyzes your sales, receivables and cash position to escalate red flags and meet with you regularly to discuss ways to improve your cash position whether it be through re-negotiating contractual terms, coming up with an insightful staff management schedules or should the need arise, even negotiating a round of fresh financing from third party lenders to bridge temporary cash gaps.
Startups need all the help they can get - we act as interim CFOs to help with the following & more:
We like to think of ourselves as innovators, just like you. At wefinx, we leverage technology to do the heavy lifting of sorting and coding transactions so we can spend more time talking about things that matter most - growing your business.
drop us your contact details so we can connect to better understand your business and see how we can help.