Your CFO.

Your Financial Firefighter.

Your business is growing!

ProActive Strategies offers expertise from strategic tax planning to tailored CFO engagements.

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Accounting Support

  • CPA- and CFO-level support to push through financial endeavors, such as:

    • Closing the period, or year-end, functions.

    • Preparing asset schedules and recognition of depreciation.

    • Moving from cash to accrual accounting for accurate insight into company performance

    • … and more!

Proactive Strategies’ expertise includes both U.S. (GAAP) and International (IFRS) Accounting Standards. No matter where you do business - We do it all!

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Financial Planning & Modeling

  • Let’s clarify, collate and simplify your books using accounting best practices to build:

    • Income Statements: Accurate numbers for revenue, gross profit, net income, etc.

    • Balance Sheets: Snapshot of company health at any time - What are your true assets?

    • Cash Flow: Actionable insight into your cash over any period of time.

    • Custom Financial Modeling: Interactive and predictive modeling for your whole company.

“This is how we get a $20 million company to act like a $200 million company” - Shane Cormier, CEO, Founder

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Strategic Tax Planning

    • Income Tax Mitigation: Once revenue, gross profit, and income are clarified - we can take the next step!

    • Internal reporting v. Tax Returns: Did you know your internal books have different standards than the IRS? Let’s make this easy to understand.

    • Entity Selection: Did you know this affects your tax burden? What is the best corporation type for your company?

      • S Corporation

      • Limited Liability Corporation (“LLC”)

      • Partnership

Financial Firefighting = Accounting Systems + Financial Modeling + Internal Controls + Tax Planning

Advanced CFO Protocols

When you need a CFO in an advisory role, we are the link between where you are and your goals.

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  • Let’s develop your goal-achieving business plan with:

    • Clear financial statements

    • A compelling strategy to achieve growth

    • Preparing Confidential Information Packages (CIP) for potential investor searches.

    • … and more!

  • Use our expertise and experience to make your financial support easier.

    • Need to negotiate terms? We do that!

    • Want to manage legal and administrative costs? Let us break that down.

  • As you grow, you will engage with outside auditors for regulatory reasons or financial assessments for capital or M&A reasons.

    We lead and prepare clients through:

    • financial audits

    • quality of earnings (QoE) studies

    • … other outside engagements