Get a Clear Picture of Your Company’s Financial Health

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What’s Inside The Checklist

  • Ensure your financial data is clean, timely, and reliable.

  • Know exactly how your business is performing — every month.

  • Avoid surprises and plan ahead with confidence.

  • Protect your business as your team and operations grow

  • Stay ahead of deadlines and reduce unnecessary tax stress.

  • Track the numbers that actually matter for growth.

  • Move beyond bookkeeping and into real financial leadership.

Who This Checklist Is For

This guide is designed for Canadian businesses that are:

  • Generating $1M–$10M in annual revenue

  • Managing a team of 5+ employees

  • Experiencing growth or operational complexity

  • Looking for better financial clarity and decision‑making

  • Considering fractional controllership or CFO support

  • "Creative, reliable, and genuinely passionate about what they do."

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer

Download the Checklist

Get instant access to the full 7‑Step Financial Health Checklist by entering your details below. You’ll receive a downloadable PDF you can review with your team or use internally to assess your financial systems.

After submitting, you’ll be redirected to the PDF.

Looking for Support Implementing the Checklist?

If you discover gaps or want help strengthening your financial operations, ABT Pro Inc. provides:

  • Fractional CFO & Advisory

  • Controllership Services

  • Bookkeeping & Accounting

  • Tax Planning & Compliance

Book A Discovery Call