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Services

Sovereign Solutions believes in building strong relationships with clients to gain a deep understanding of their unique needs. My approach emphasizes delivering tailored solutions that not only address immediate challenges but also enhance overall organizational well-being.

Fractional CFO

Providing strategic financial leadership with a focus on growth and stability. Leading financial planning & analysis, and reporting while monitoring compliance and risk management. Collaborating closely with the executive team on budgeting and forecasting processes that support strategic planning and optimized cash flow management.

Financial Planning & Analysis

Developing detailed budgets, cash flow forecasts, and management reports to effectively monitor cash flows, burn rates, runway, and capital raising requirements and inform strategic decision-making. This also includes support for ongoing monthly management reporting and budgeting processes as needed.

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Financial Reporting & Bookkeeping

Preparing accurate and compliant financial statements, including income statements, balance sheets, and cash flow statements. Handling daily record-keeping and offering support for managing accounts receivable, accounts payable, and payroll to keep your finances organized and accurate.

Fractional Controller 

Overseeing financial reporting, compliance, and internal controls. Developing and managing the organization’s budgeting, financial forecasting, and management reporting processes to effectively monitor cash flows, burn rates, runway, and capital raising requirements and inform strategic decision-making.

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Business Planning & Advisory

Conducting thorough market research to identify opportunities and threats, analyzing competitor positioning, and crafting detailed financial projections.  Defining your business model, outlining marketing strategies, establishing operational plans, and identifying funding requests.

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Custom Business Solutions

 

Offering specialized services on various projects relating to grant writing, policy development, business development, SR&ED tax credit applications, and more.

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Schedule a Discovery Call

Let's connect today to explore how Sovereign Solutions can support your organization's journey toward purposeful growth!

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