Financial Advisory & Planning
CPA-led financial advisory, planning, analysis and modeling for Montréal businesses and individuals — turn your numbers into better decisions.
A&S Financials goes beyond compliance to help you plan ahead. Our CPAs provide financial advisory and business financial planning — cash-flow forecasting, budgeting, financial analysis and modeling, and scenario planning — so you can make confident, data-driven decisions. For business owners we act as an outsourced financial advisor: reviewing performance, modeling growth and financing options, and building the forecasts that guide hiring, investment and expansion. For individuals and families we tie personal and business finances together into one clear plan. Wherever you are in Canada, we deliver the analysis and advice you'd expect from a dedicated finance team.
Book a consultationWhat we offer
- Business financial planning and budgeting
- Financial analysis and modeling
- Cash-flow forecasting and scenario planning
- Financing, growth and investment analysis
- Management reporting and KPIs
- Outsourced financial advisor / controller support
Frequently asked questions
What does a financial advisor at a CPA firm do?
Do you offer financial analysis and modeling?
Do you provide financial advisory services across Canada?
Speak with a Montréal CPA
Contact us to discuss your accounting and tax needs — in the language you prefer.