MORE THAN A CONSULTANCY

South Coast CFO Services

South Coast allows you to work with a hands-on Chief Financial Officer to take on immediate financial challenges, and plan for a more successful business future.

As a business matures, it faces complex challenges. Owners face more demands on their time. How do you manage tasks requiring increasingly disparate skill sets while maintaining each at an optimum level of success? Are you spending your time where your greatest passion and strongest skills lie?

South Coast can help you answer these questions.

When you work with South Coast, you’re bringing in a twenty-year veteran who has overseen multi-million-dollar enterprises, as well as advising smaller family-run operations that lack the capacity to make a full-time executive hire.

Access the high-value specialized skills of a Chief Financial Officer (CFO) on a periodic basis to improve profitability, identify new growth strategies, reduce management stress, and bring about valuable insights that can take a business to new heights.
A specialist to oversee, analyze and translate financial information to help management work more efficiently and better understand day-to-day performance.
Allow your management team to focus on the non-financial elements of your operation, with the complete confidence that critical financial components are being attended to.

As an independent financial advisor, South Coast doesn’t replace your external accountant. Rather, we complement their services.

While accountants mainly work on annual compliance items such as taxation and historical reporting, a CFO focuses on your performance today, tomorrow and in the bigger picture. We report to you on a regular basis, ensuring that you are fully informed on the progress made, while providing regular recommendations for changes or improvements.

A CFO, or Chief Financial Officer, is a senior executive whose role in a company is to understand the big financial picture in which the business operates, and to develop strategies that will ensure its long-term growth and stability.

Some of the primary tasks of a CFO include:

Putting systems in place to proactively create, identify, and deliver the information needed to maximize business performance.
Translate raw data into insights that help owners and managers fully understand their company’s financial picture, influencing operational decisions and creating efficiencies.
Monitoring financial performance through the use of financial ratios, revealing where a business is underperforming and helping to evaluate the potential effects of changes throughout the company.
SWOT (Strengths, Weaknesses, Opportunities, Threats) Assessments which help to target the specific areas the business must address.

“I can vouch for her excellence in strategic organization of information, establishing priorities, and executing large scale projects. Trish is talented at both big picture ideas and executing the small details. She has strong business and financial acumen and her knowledge of the agriculture sector is invaluable.”

— Nancy Ashbaugh, Director Lake Erie Farms Inc.

“Trish is adept at financial analysis. She has good training in budgeting, capital budgeting, and financial forecasting. We appreciated her ability to give us cogent numbers for annual budgets or analysis of potential capital investments. This is a major strength she will offer other businesses.”

— Larry J. Martin, 2018 Canadian Agricultural Hall of Fame Inductee

“Her diligence, hard work and natural honesty that has won her many admirers throughout the farming community and beyond. It has been an immense pleasure and privilege to work with her.”

— Robert Ashe, Shareholder Lake Erie Farms Inc.

“It is truly my privilege to provide you this letter of recommendation. Yes, you have strong financial skills. This is so necessary in today’s complex business world. What truly sets you apart is your ability to take details and data, identify the key and relevant information and use that to perform valuable analysis.”

— JEFF NOBLE, DIRECTOR BDO CANADA