Plato-CFOs

“Execution Focused”

5 Ws

We are a professional services firm started in 1999 in Calgary, Canada. Over the years we focused on helping junior companies listed on TSX Venture exchange where we have helped over 180 clients on accounting and outsourced CFO services. Currently, we have professionals that have unique skill sets (CPA, MBA, CFA) with over 2 centuries industry experience combined.

We provide a full service accounting and financial advisory business to help growth companies using our simple monthly pricing model for companies (Small $4k, Medium $7k, Large $10k).We have bookkeepers, CPAs, tax experts (CAN, USA), Controllers, and CFOs as part of our team to meet all needs for client.

We currently have staff offices in Atlanta Georgia, Vancouver, BC and Calgary AB.  We offer a flexible model to work virtually and in-house the office to help identify best process given the client customized situation (COVID dependant).

Most of our team have a management consulting background where we are used to tight timelines for M&A transactions. Therefore, we can get to work within 48 hours.
 

Previously, we only took on new clients that came in by referral in our network. Now, we take on work growing companies that want support with ERP set up, accounting automation, raising capital (debt/equity) and forecasting.