Financial Reporting

 Comprehensive financial reporting services including preparation of financial statements, regulatory filings, and management reports.

 Outsourced Chief Financial Officer

Without the high cost of a full-time CFO, quality services are provided as fractional or outsourced CFO. Prepare of quarterly, semi-annual, and annual financial statements, including comprehensive note disclosure and completion of various regulatory filling documents eg. Management Discussion and Analysis (MD&A), Annual Information Form (AIF) and Management Information Circular for the Annual General meeting.

I assisted with financing documentation such as the Prospectus (Offering and Non-Offering Prospectus), Offering Document under the Listed Issuer Financing Exemption, Subscription Agreements and Report of Exempt Distribution.

I prepared budgets, cash forecast, management reports and Board presentations.

Fractional & Outsourced CFO

Strategic financial leadership — executive expertise without the full‑time cost. Active partner in corporate strategy, compliance, and growth.

Non‑exclusive appointment

High‑value, cost‑effective

Integrated executive team

Selective engagement

Makhulu Global’s partners and principals can be appointed as CFO</strong> of private and public companies on a non‑exclusive basis. Ideal for organizations with limited financial resources that cannot justify a full‑time CFO.

As your CFO, we become an active member of your executive team — assisting with corporate strategy, attending operational sites, participating in investor roadshows, and managing financial risks, internal controls, working capital, and reporting. Typically bundled with Controller and day‑to‑day accounting support.

CFO Core Responsibilities

Strategic leadership	Risk, capital & reporting
Corporate strategy & financial planning & analysis	Financial risk management & internal controls
Investor roadshows & capital markets presence	Working capital, equipment leases, debt obligations
Operational site visits & executive collaboration	Financial reporting & compliance oversight
High‑level financial strategy & systems optimization	Budgeting process & liquidity/ROI advisory

Oversee day‑to‑day accounting staff

Financial disclosure & compliance

Cash flow issue resolution

System implementation & efficiency

When to engage a fractional CFO

Scenario	How our CFO drives value
Growth & expansion	Adding products, entering new markets — strategic guidance to scale financial infrastructure.
Capital raising	Attend meetings, establish credibility, negotiate debt/equity terms; expert representation.
Systems scaling	Upgrade sales, business, and financial systems to handle complexity and growth.
Forecasting & restructuring	Financial forecasts to support budgeting, restructuring, and health analysis.
Margin maximization	Analyze costs and pricing structures to improve profitability and efficiency.
M&A transactions	From planning and evaluation through to post‑merger integration.

The Makhulu Global Advantage

Cost‑effective compliance alternative

— appoint a senior team member as CFO alone, or bundle with bookkeeping & financial reporting.

Leveraged Makhulu Global infrastructure

— day‑to‑day banking, reconciliations, payroll, AP/AR, financial statement preparation.

Selective engagement

— we only accept roles that fit our capacity. If not, we refer a qualified full‑time CFO from our network.

Makhulu Global Consulting

— strategic consulting across North America: IPOs, mergers, regulatory compliance, and operational efficiency.

Perspective is Everything

What is your financial reporting overhead costing annually?

Makhulu Global’s part‑time CFO leverages cost efficiencies within our network to reduce overhead while maintaining compliance.

Makhulu Global: Outsourced CFO & management consulting — tailored solutions for financial leadership and sustainable growth.

CFO Service Deliverables

Executive integration:

Active member of executive team, strategy sessions, investor roadshows.

Compliance & reporting:

Ensure financial disclosure requirements are met.

Operational support:

Oversight of accounting staff, bundled with MSSI bookkeeping.

Strategic growth:

IPOs, M&A, financing, and long‑term planning.

Expert financial leadership to navigate complex challenges — from budgeting and treasury to strategic decision‑making.

Business Analysis

In-depth analysis of business operations to identify areas for improvement and cost saving opportunities.

Strategic Planning

Development of strategic financial plans to help businesses achieve their long-term goals and objectives.

Cost Optimization

Identification and implementation of cost saving measures while maintaining operational efficiency.

Regulatory Compliance

Ensuring compliance with financial regulations and reporting requirements across different jurisdictions.

Accounting Services

Full bookkeeping service upto Trail Balance, Statement of Financial Position (Balance Sheet) and Statement of Income/(Loss) (Income or Profit and Loss Statement).  Preparation of Harmonized Sales Tax (HST); General Sales Tax (GST); Value Added Tax (VAT).

Tax Services

Full bookkeeping service upto Trail Balance, Statement of Financial Position (Balance Sheet) and Statement of Income/(Loss) (Income or Profit and Loss Statement).  Preparation of Harmonized Sales Tax (HST); General Sales Tax (GST); Value Added Tax (VAT).

Outsourced Controller and Financial Operations

High‑value, cost‑effective financial oversight for lean, virtual, and growing back offices.

Part‑time Controller & Accountant

IFRS · SEDAR+ ready

Immediate deployment

Pay for what you need

Your own dedicated part‑time accountant paired with an experienced Controller. We handle day‑to‑day transactions, month‑end close, and deliver meaningful financial statements — while you focus on strategic growth.

Whether you’re scaling, strengthening your finance team, or supporting a CFO, our outsourced controllership flexes to your needs. The Controller meets with you regularly to discuss statements, budgets, and cash flow.

• Faster hiring · pre‑vetted
• Clean‑up & transition support
• CFO enablement

Controller & Accounting responsibilities

Controller oversight	Accountant & day‑to‑day
Financial reporting & month‑end close	Transaction recording & journal entries
Internal controls monitoring	Payroll management & AP/AR
Supervising accounting functions	Cash balance monitoring
Budgeting & cash flow guidance	Ledger maintenance & accuracy
Regulatory compliance & systems	Preparation of working papers

Public issuer & IFRS reporting

Unaudited quarterly & annual statements

• IFRS Accounting Standards

Dedicated financial reporting analyst

• examines books & records for the period

Comprehensive note disclosure

• for client review & acceptance

Audit facilitation

• work directly with issuer’s auditors to complete statutory audit

SEDAR+ filing

• via DSA Corporate Services — seamless integration

Why Outsource Controllership?

Benefit	What it means for you
Lower costs	Experienced Controller at a fraction of in‑house cost. Pay only for the work you need — no full‑time overhead.
Improve existing team	Clean up books during growth or transition. Our controller leaves your records organized so your team can manage them efficiently.
Faster hiring	Skip job boards, resume screening, and interviews. Access a pre‑vetted, experienced professional immediately.
Support outsourced CFO	Controller implements financial systems, trains staff, and handles reporting — freeing the CFO for high‑level strategy.

Deliverables at a Glance

Monthly/Quarterly

Accurate financials, reconciled accounts, management insights.

Annual:

Full year‑end close & audit preparation support.

Public Markets:

IFRS statements, note disclosure, SEDAR+ filing.

Professional oversight of key accounting functions — ledger to month‑end close. Optimized systems, compliance, and actionable insights.