- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
Fractional CFO leadership, audit-ready reporting, tax compliance, and cash visibility, delivered as one integrated finance team. Valua Partners brings enterprise-grade expertise and board-ready numbers without enterprise overhead.
Modern finance teams need more than bookkeeping. They need precision, cadence, and visibility. Valua Partners combines CFO leadership, controllership, and bookkeeping into a single integrated system – enabling faster close cycles, accurate forecasting, and lender-ready reporting without the cost or complexity of hiring in-house.
Our team standardizes your close calendar, reconciles accounts, and builds reporting that tells your financial story – on time, every time.
We run your month-end close, consolidation, 13-week cash, HST and payroll – delivering board and lender packs that withstand scrutiny.
Our team standardizes your close calendar, reconciles accounts, and builds reporting that tells your financial story – on time, every time.
We build rolling cash forecasts, scenario models, and working-capital playbooks that give leadership the visibility to act with confidence.
We manage filings, compliance, and coordination with your auditors – reducing errors and ensuring your organization stays audit-ready year-round.
We migrate, consolidate, and automate your finance systems, delivering dashboards that connect real-time data to decision-making.
We manage filings, compliance, and coordination with your auditors – reducing errors and ensuring your organization stays audit-ready year-round.
We migrate, consolidate, and automate your finance systems, delivering dashboards that connect real-time data to decision-making.
We have been part of acquisitions and venture capital funding, and we have helped several startups experience rapid growth. We take a hands-on, personalized approach to every client engagement we accept.
Our team brings public-company audit, venture-backed finance, and cross-border tax experience to every engagement.
Each client is assigned a CFO lead, controller, and bookkeeping pod for continuity and accountability.
We modernize your finance stack for speed, accuracy, and transparency - integrating Intacct, NetSuite, QBO, Xero, ADP, Ceridian, and Payworks.
Engagements are priced by scope and complexity, not hours. Every retainer includes defined deliverables and SLA commitments.
No matter what challenge you face, our certified experts are ready to help. From taxes to systems, we ensure everything runs smoothly.
A controller manages accounting; a CFO translates it into strategy. We provide both under one structure.
We handle catch-ups, amend filings, and work directly with CRA to bring you current-discreetly and efficiently.
Not necessarily. We integrate with your existing team or rebuild where needed for accuracy and scale.
By scope and complexity, not hours. Each retainer includes defined deliverables and team access.
SaaS & Tech, Manufacturing, Retail, Real Estate, and Web3/crypto finance.
Our partners are licensed CPAs, but we focus on operational finance, not audit or assurance.
Yes. We prepare all documentation and liaise with your chosen firm to streamline audits and tax filings.
We enforce strict role-based permissions, encrypted file transfers, and HSTS-level security across all systems.
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.
