Our Management Services
CFO Management Services
We work at the senior level, counseling management and guiding existing
staff toward the development of improved management systems. Areas of
expertise include:

Strategic Planning and Balanced Scorecard Implementation
Evaluating New Business Opportunities
Special Projects
Information Systems
Incentive Compensation Plans
Business Process Reviews

Management Accounting
Sales Coaching & Leadership Training Programs

Providing the best CFO management accounting services in Mississauga, Brampton, Oakville, Milton, and the Greater Toronto Area

Strategic Planning and Balanced Scorecard Implementation

Evaluating New Business Opportunities

A strategic plan is the key to business success. Yet many companies operate without one!  We bring 20 years of professional planning experience across many industries to the process.  We’ll lead a disciplined program that helps:
New business opportunities can be the key to your company’s growth, but leaping blindly into an entrepreneurial “adventure” can be a costly mistake.  Synergy can help you take a planned approach to your new business effort. We’ll provide the “up front” analysis that can:
  • Define your customers.
  • Identify your markets and key success factors.
  • Assess your strenghts and weaknesses.
  • Focus on your opportunities.
  • Establish meaningful objectives.
  • Set up a balanced scorecard and performance management system.
  • Board governance orientations and retreats

  • Tell you if you’re financially strong enough to make the move.
  • Plan your investment, budgeting funds when they will be needed and identifying their source.
  • Project when your venture will be profitable.
  • Identify your manpower needs.
  • Help you select accounting and information management systems.
  • Establish meaningful objectives
  • Structure your overall business plan.

Special Projects

Accounting, IT, ERP, and CRM implementation

How many times has that special project been put off for months or never done at all? Synergy gives you the manpower and expertise to define and manage a special project from inception to fruition without interrupting your day-to-day business activities.  With Synergy Management, your special project will be:
The key to developing the best possible information system is to know what information a company needs to both maximize its opportunities and maintain financial control. We offer that level of expertise, plus the practical experience of having overseen the installation of SalesForce and other CRMs at a group of home improvement companies.    We can help implement an accounting, IT, ERP, and CRM solution that can:
  • Our most important activity. Work proceeds at a maximum pace and our energy is not siphoned off by competing responsibilities.
  • Clearly defined with objectives set in advance of any work beginning.  This avoids costly “wheel spinning” and “start overs” that can result from inexperienced project management.
  • Conducted with a senior management point of view. Its long-term effect on the bottom line will not be lost in a rush of enthusiasm with a "flavour of the day".
  • Give you a complete view of your customer from prospect, to sales, operations and support.  Together, these systems can provide complete visibility into your customers’ needs, buying habits, order history, preferences, account standing, etc.
  • Empower your employees with access to the information they need exactly when they need it. With the touch of a button, they can retrieve inventory levels, shipments, customer financials, order history, returns, payments, pricing, etc.
  • Enhance productivity through streamlining processes and automating workflow. Additionally, an integrated solution cuts down on the amount of duplication of data entry and manual tasks.

Incentive Compensation Plans

Business Process Reviews

Motivating an organization is a complex art. While companies work hard at getting the most from their employees, they often lose track of the role that compensation plays in motivation. Ironically, a traditional view of compensation for managers can inadvertently create a structure in opposition to the desired management goals. Synergy Management can:
Our Business Process Review begins with an evaluation of your current practices, which is done through a thorough analysis of your people, process, and technology.  We help companies better define their business process to match their business objectives. In doing so, we help clients:
  • Provides an objective, unbiased view of the existing compensation program.
  • Allows the company’s main performance metrics to be reflected at the center of the compensation plan.
  • Assist in employee recruitment and retention programs.
  • Develop policies and practices which grow from the need to serve the customer, not the organization.
  • Track their business processes from attracting a lead and an order to meet the customer’s need.  We assess how work flows from department to department.  We identify breakdowns that impede the process; look for lapses in responsibility; and help eliminate redundancy of effort.

Management Accounting and Cost Reduction Programs

Leadership Development Programs

  • Setting up financial records and catching up on past years
  • Accounting, financial statements, payroll, HST, and WSIB
  • Incoporation Consulting and customized management reports
  • Personal, self-employed, and corporate income taxes
  • Buying or selling a business?  We can help with business valuations, evaluating capital projects, and due diligence
  • Cash flow forecasting, annual budgeting, business plans, preparing and reviewing loan/franchise proposals, proper costing methodologies
  • Strategic cost reduction programs
The Synergy Leadership Development Program is designed to equip you with many of the key insights, comprehensive management practices, sales and business strategy tools taught in leading MBA programs.  This challenging and insightful program rapidly prepares you to handle new scenarios as a manager while strengthening professional performance, confidence and decision-making abilities.
Other customized programs can be developed to suit requirements in the areas of financial management, strategic planning, sales, recruitment and selection, and balanced scorecard.
Learn more about our training and how we can provide custom solutions for you and your team.

!Call Now for a Free Consultation

289-814-2314 or Toll Free 1-855-791-0302