CFO Solutions
CFO Solutions and Public Company Support


Successful companies are those that capitalize on their potential and never underestimate the value that skilled professionals bring to the table. A CFO brings clarity to financial information that is important to decision-making. While the benefits of having a seasoned CFO are endless to a company experiencing growth, the associated cost is not always realistic.


Services include:

  • Chief Financial Officer, controller, bookkeeping services including management of finance team

  • Annual/interim financial, MD&A, board of directors reporting, including audit requirements

  • Financial planning and analysis including forecasting, budgeting

  • Corporate secretarial assistance

  • Facilitate all public regulatory filings, AGM, Management Information Circulars, Annual Information Forms

  • Manage service providers: auditor, tax advisor, legal, banking, corporate secretary, insurance

  • Strategic review of operational initiatives and investor presentations and communications

  • Experience with TSX, TSXV, CSE, NEO and OTCQX listings

Financial Reporting and Specialized Services

Financial reporting has evolved considerably over the last several years with additional challenges facing our markets with the adoption of International Financial Reporting Standards. ALOE Finance can supplement your current finance team by adding the financial reporting experience your company now requires. Whether this means supporting the requirements of a financial statement audit, providing mandatory reports to your bankers that support debt covenants, researching accounting guidance for a particular transaction, or consolidating multiple subsidiaries from foreign jurisdictions, ALOE is your solution. While growth and success of an organization is mirrored by the added complexities of financial reporting, our team is well resourced to manage these challenges.


Services include:

  • Audit preparation services such as building financial statements, working papers, purchase price allocations and goodwill impairment tests

  • Provide advice or preparation of fair value calculations, such as purchase price allocations for a business combination, annual goodwill impairment, and business valuation reports