- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
We work as an integrated extension of your team, owning the day-to-day finance engine while providing CFO-level leadership. From close and reporting to cash visibility and tax compliance, we deliver disciplined execution and stakeholder-ready numbers as you scale.
From SaaS and manufacturing to multi-location retail and Web3, Valua Partners supports management teams where finance precision determines growth velocity.
Modern companies need more than bookkeeping. They need a finance operating system with cadence, controls, and clear reporting. Valua Partners combines CFO leadership, controllership, accounting, and tax into one integrated team so you close faster, forecast accurately, and stay lender and investor ready, without building a large in-house department.
At Valua, we build and operate finance functions that provide timely reporting, forecast accurately, and stand-up to investors, lenders, and external audits. Led by former founders, CFOs, and controllers, we support multi-entity companies across North America, and international jurisdictions.
Our mission is to give leadership teams enterprise-grade finance without enterprise overhead.
One-stop shop that includes monthly bookkeeping, accounting and scheduled financial statements, sales tax filing, corporate income tax filing, compliance with both IRS and CRA support requests, valuations, and advisory services, including capital raises.
We help SaaS and tech companies build GAAP-compliant rev-rec systems, ARR/MRR dashboards, and board-ready forecast models for fundraising and diligence.
We manage cost accounting, inventory controls, variance analysis, and multi-site consolidations – enabling faster, data-driven production decisions.
Our team builds unit-level P&Ls, labor cost models, and flash reports so operators can spot performance issues before they affect cash flow.
We support developers, LPs, and investors with project accounting, cost-to-complete tracking, lender reporting, and rebate coordination.
We reconcile wallets, protocols, and token treasuries into Intacct or NetSuite, build revenue maps for staking and NFT events, and coordinate with auditors for compliance.
Whether you’re looking to raise capital, get a valuation, or need assistance with completing due diligence, Valua Partners will act as your trusted advisor and can introduce you to a broad network of investors while managing your entire finance function.
We start with a CFO Health Check across your financials, control systems, reporting quality, and tax/compliance. You then receive a prioritized 30-90 roadmap with quick wins and long-term fixes.
We embed a CFO-led team into your workflow and take ownership of all core finance operations, including the month-end close, payroll, AP/AR, and sales tax. Leaders get consistent cadence, clear accountability, and stronger controls.
Board-ready reporting, KPI dashboards, variance analysis, and lender/investor packages are provided. We also optimize working capital, margins, and provide decision support to enable leadership to move with confidence.
Client success is our KPI. Every close, report, and filing is built to earn trust, delivered with precision, responsiveness, and a commitment to your long-term success.
Valua Partners brings CFO-level leadership and predictable execution to your finance function: scheduled and accurate closes, defensible forecasts, and reporting that stands up to diligence. We work alongside your team and external advisors to improve controls, reduce rework through automation, and keep stakeholders aligned. Here are the most common questions from companies considering CFO outsourcing.
A Fractional CFO owns strategy, forecasting, stakeholder reporting, and leadership decisions. A Controller owns accounting accuracy, close execution, and controls. We provide both layers so you get CFO guidance and a reliable finance engine.
We’re a strong fit for growth and mid-market companies that need tighter close cadence, cash visibility, and board or lender-ready reporting. Multi-entity groups and cross-border complexity are common in our client base.
We start with a CFO Health Check, then implement a close calendar, reporting cadence, and controls. From there, we stabilize the books, set up cash forecasting, and deliver a repeatable monthly pack.
A standardized monthly package: financial statements, KPI dashboard, variance commentary, rolling cash forecast, and any lender covenant schedules. Everything is delivered on a consistent cadence with clear owners and deadlines.
Yes. We can lead the function while your team supports execution, or we can fully operate it end-to-end. We’ll clarify roles, approvals, and handoffs so accountability is clean.
Most clients are on a monthly retainer based on entity count, transaction volume, reporting requirements, and complexity. We scope onboarding separately when there’s a catch-up, system changes, or close rebuilds. Each retainer includes defined deliverables and team access.
Yes. We manage PBC requests, reconcile support, and align reporting with audit and tax requirements. If you already have an audit firm, we integrate directly with them to keep the year-end smooth.
We use role-based access/permission, HSTS-level security across all systems, encrypted file transfers, least-privilege permissions, and secure file sharing. Our engagement letters include an NDA and align to your internal security requirements and approval workflows.
A Fractional CFO owns strategy, forecasting, stakeholder reporting, and leadership decisions. A Controller owns accounting accuracy, close execution, and controls. We provide both layers so you get CFO guidance and a reliable finance engine.
We’re a strong fit for growth and mid-market companies that need tighter close cadence, cash visibility, and board or lender-ready reporting. Multi-entity groups and cross-border complexity are common in our client base.
We start with a CFO Health Check, then implement a close calendar, reporting cadence, and controls. From there, we stabilize the books, set up cash forecasting, and deliver a repeatable monthly pack.
A standardized monthly package: financial statements, KPI dashboard, variance commentary, rolling cash forecast, and any lender covenant schedules. Everything is delivered on a consistent cadence with clear owners and deadlines.
Yes. We can lead the function while your team supports execution, or we can fully operate it end-to-end. We’ll clarify roles, approvals, and handoffs so accountability is clean.
Most clients are on a monthly retainer based on entity count, transaction volume, reporting requirements, and complexity. We scope onboarding separately when there’s a catch-up, system changes, or close rebuilds. Each retainer includes defined deliverables and team access.
Yes. We manage PBC requests, reconcile support, and align reporting with audit and tax requirements. If you already have an audit firm, we integrate directly with them to keep the year-end smooth.
We use role-based access/permission, HSTS-level security across all systems, encrypted file transfers, least-privilege permissions, and secure file sharing. Our engagement letters include an NDA and align to your internal security requirements and approval workflows.
Valua Partners delivers CFO-led financial operations for growth-stage, mid-market, and enterprise teams. We own the accounting, strengthen controls, and produce investor-ready reporting across multi-entity and cross-border structures.
Explore our blog and insights page for expert guidance on topics like financial modelling, capital raising, and more; all designed to help your business succeed.
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.
Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
