Empowering Your Business to Achieve Its Full Potential
Every business faces critical moments that define its future—whether it’s navigating a family enterprise transition, planning an exit strategy, looking at ways to optimize operations or exploring growth through mergers and acquisitions. To succeed, you need tailored strategies and expert guidance to make informed decisions at every stage.
Global Expertise
At Andersen in Canada, our Enterprise Advisory services are designed to help businesses thrive by combining the specialized knowledge of seasoned professionals with the global strength of the member and collaborating firms of Andersen Global.
Strategic Growth
From high-level strategy to hands-on support, our team provides the expertise and insights needed to turn challenges into opportunities and opportunities into sustained growth. With Andersen in Canada, your business is supported by a world-class team committed to your success.
Advisory Services
Bookkeeping
Overview: At Andersen in Canada, we understand that accurate and organized financial records are the backbone of a successful business. Our professional bookkeeping services are designed to streamline your financial reporting processes, allowing you to focus on growing your business while we handle the numbers.
Key Offerings:
- Transaction Recording. We meticulously record all your financial transactions, including income, expenses, assets, liabilities, bank transactions, etc. ensuring your books are always up to date.
- Bank and Credit Card Reconciliation. Our team reconciles your bank accounts and credit card statements to ensure your records match your financial activity, helping identify and address discrepancies promptly.
- Year-End Preparation. We ensure that all year-end adjusting entries required are properly and promptly recorded to ensure accurate and reliable financial statements. Well-organized financial records ensure accurate tax filing and compliance.
Why It Matters: Leveraging the expertise of skilled bookkeepers proficient in the latest accounting practices and adept at using advanced software and tools not only ensures accuracy and compliance but also saves you valuable time. This enables you to concentrate on what truly matters—growing your core business operations.
Business Exit Strategies
Overview: Exiting your business is one of the most significant decisions you’ll make, and it requires meticulous planning to ensure a seamless and profitable transition. Our team provides comprehensive planning and execution support to maximize value.
Key Offerings:
- Valuation analysis and financial planning.
- Structuring the sale for maximum value and tax efficiency.
Why It Matters: A well-executed exit strategy allows you to achieve your financial goals while securing your business’s legacy.
Family Enterprise Advising
Overview: Strengthen family enterprises with strategies that preserve wealth, ensure continuity, and align business and family goals across generations. The Andersen approach ensures a solid foundation for enduring success.
Key Offerings:
- Succession planning and generational transition coaching, including leadership development coaching.
- Governance structures to harmonize family and business dynamics.
- Comprehensive wealth preservation and tax strategies.
Why It Matters:Family enterprises face distinct challenges that require thoughtful planning and specialized expertise. By safeguarding your legacy and ensuring smooth transition, Andersen in Canada helps you secure the future of your family enterprise for generations to come.
Financial Statement Preparation
Overview: Accurate financial statements are crucial to better decision-making and reflect the health of your business. We prepare clear, accurate, and compliant statements for internal and external use.
Key Offerings:
- Financial statement preparation. Our team provides regular, detailed reports on your financial performance, including profit and loss statements and balance sheets. These insights empower you to make informed business decisions and ensure compliance with regulatory standards.
Why It Matters: Accuracy and consistency in financial reporting builds trust with investors, lendors and statement holders while allowing you to make informed decisions based on reliable financial data.
Fractional C-Suite Services (CEO, CFO, COO)
Overview:Access experienced executive leadership on a fractional basis to drive strategic initiatives – without committing to full time hires.
Key Offerings:
- Interim leadership to maintain stability and momentum during transitions.
- Strategic financial planning and operational optimization.
- Tailored mentorship and coaching for in-house leadership teams.
- Surge capacity when facing high rates of change; allowing the existing leadership space to focus on strategic matters
Why It Matters: High-caliber executive expertise is crucial to overcoming challenges and seizing opportunities. Andersen in Canada C-Suite Services help you gain or compliment executive-level expertise without the long-term commitment.
Internal Controls and Risk Reviews
Overview: Would you know whether the controls protecting your business were working as intended? If you are responsible for managing someone else’s business, would you be expected to know?
At Andersen in Canada, we help organizations take a practical, risk-focused approach to evaluating internal controls, financial processes and transactional activity. Our periodic internal controls and risk reviews are designed to identify control weaknesses, process risks and unusual activity before they develop into more significant financial or operational issues.
This is not a forensic audit or fraud investigation, and it does not begin with the assumption that wrongdoing has occurred. It is a proactive review intended to help owners and management determine whether key controls are appropriately designed and operating effectively.
Key Offerings:
- Internal Control Assessment. Evaluate whether key financial and operational controls are appropriately designed and functioning as intended.
- Transaction and Data Review. Analyze accounting and transactional data to identify unusual activity, control exceptions and emerging areas of risk.
- Payment and Vendor Review. Review duplicate or unusual payments, recently established vendors, changes to vendor or employee banking information and transactions falling just below approval thresholds
- Payroll and Journal Entry Review. Identify unexpected payroll activity, unusual journal entries, management overrides and other transactions requiring further review.
- Process Risk Assessment. Examine finance and operational processes to identify gaps in authorization, segregation of duties, documentation and oversight.
- Periodic Risk Monitoring. Establish a quarterly or otherwise recurring review tailored to the organization’s operations, risk profile and areas of greatest exposure.
- Remediation Support. Develop practical recommendations to strengthen controls, improve oversight and address identified weaknesses.
Why It Matters: Control weaknesses can lead to financial loss, reduced profitability and unnecessary business risk. Regular reviews can help owners and management identify issues earlier, strengthen oversight and gain greater confidence that key controls are working as intended.
Why Work With Andersen in Canada?
Industry-Leading Advisors with Proven Results
Our team of experienced professionals delivers practical, actionable strategies that drive success.
Customized Strategies for Your Unique Needs
We understand that every business is unique. Our solutions are tailored to align with your goals and challenges.
Guidance Through Every Stage of Your Business Journey
Whether you’re growing, transitioning, or planning your exit, we provide support at every step.
Your Path to Transforming Your Business Starts Here
Your business deserves a partner who can guide you through critical decisions and unlock new opportunities for growth. At Andersen in Canada, we provide the strategic insights and hands-on support needed to drive success and take your business to the next level.
Our Professionals
Catherine Brownlee
Calgary
Director, Client Relations
Krista Rabidoux, CPA, CMA, FEA
Calgary, Edmonton
Managing Director
Shondell Sabad, CFA, BComm (Hons)
Calgary
Director, Enterprise Advisory Services
