Growing your business is challenging enough!

Leave the accounting and strategic finance to Kwantum Advisory Inc. and focus on what you do best, running your business!

Kwantum Advisory is a boutique advisory and accounting firm with an affinity for technology and deal advisory.

12+ Years of Experience

We deliver exceptional quality based on our many years of "big four" experience, at an affordable rate.

40+ companies helped*

From startups to $5.0 billion multinational companies, we've seen it all.

*aggregate over all work experience

Services to help you succeed

Fractional Chief Financial Officer (CFO)

From family run operations to multi-billion dollar, cross border, multinational companies, we've seen it all, what works and what doesn't. You need senior leadership support, but not all the time, our fractional service gives you the flexibility while delivering on what a CFO should do.

  • financial leadership in optimizing and streamlining existing processes for greater efficiency and ensure operations are primed for scaling;
  • assistance with capital raising (pre-seed, seed, series rounds) & due diligence prep, refinancing, mergers & acquisitions, and strategic negotiations;
  • stakeholder negotiations (customers, suppliers, board of directors, lenders, investors, etc.) including contract (MSA & SOW) review; and
  • personnel management, finance department organization and systems integration and implementation.
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“Making an impact, together”

Financial Modelling & Forecasting

With years of experience working with lenders and preparing forecasts, we have a unique skill set in financial storytelling with your interested stakeholders. We make the numbers easy to understand which is paramount to your success, such as:

  • multi-level 3-statement financial model (balance sheet / income statement / cash flow) on a monthly basis (typically a 3-5 year forecast);
  • multi-scenario analysis with togglable triggers;
  • adaptable forecasts and formats to templates and forms required by lenders or investors;
  • presentation-ready forecasts for ease of insertion to pitch decks and investor meetings; and
  • weekly cash flow forecasting and variance analysis to manage cash.
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The person who controls cash wins.

Deal Advisory

Capital Raising, Mergers & Acquisitions, Borrowing Cash, Divesting Assets can be a complicated exercise. Let us take care of the discussions and negotiations so you can focus on the deal points that matter.

  • attend investor or lender meetings alongside you and provide financial storytelling based on the financial forecast and numbers we've put together;
  • assist in the preparation of the Company's virtual data room for the purposes of completing the due diligence process;
  • review, compare and contracts Term Sheets from both the lead investor and other investors throughout the process; and
  • provide strategic advisory throughout the entire negotiation process and assist in the completion of definitive docs and closing the transaction.
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“Finding the best solution, together!”

Accounting & Bookkeeping

A cloud-based accounting approach means you can view your books and records from anywhere in the world, scan receipts directly to the software, and access to timely bookkeeping shortly after each month end. Leave the back-office headache with KAI.

  • selection and integration of accounting software (Quickbooks Online - preferred), setup of financing functions and chart of accounts;
  • full-cycle Accounts Receivable and Accounts Payable functions;
  • recording all business transactions for all of your companies and entities with reconciliations, including payroll preparation and audit support; and
  • preparation of monthly financial statements and reporting packages.
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“Having good books is only half the job.”

Crypto & Blockchain

Blockchain has been the new frontier for years now and is only going to be ever expanding with Web 3.0, DEFI, Metaverse and more innovations in the pipeline. However, adapting back to traditional financial systems and obligations can be challenging. We have first hand experience with blockchain and cryptocurrency technology, let us help you with your financial needs.

  • accounting & bookkeeping services with cryptocurrency reconciliation back to functional currency (typically CAD) for reporting purposes;
  • assist in all deal and transaction capacity from reviewing corporate presentations, capital raise metrics, and SAFE and SAFT agreements;
  • assist in the review and development of the Company's Tokenomics scheme; and
  • provide access to professional networks in the crypto space to assist in scaling and growth.
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"It's on us to change the future"

Corporate Advisory & Restructuring

While this may seem contrary to our core offering, we have several years of insolvency & restructuring experience in various roles (CCAA Monitor, Court Appointed Receiver & Manager, and Interim CFO roles) and we are uniquely suited to assist Company’s management to navigate difficult situations and crisis management through:

  • lender and stakeholder negotiations;
  • preparation of key financial documents: 13-week cash flow, borrow base calculations, 3-statement financial forecasts;
  • preparation of key financial analysis: project finance (go / no go), scenario analysis (financing, sale leaseback, alternative options), headcount management; and
  • assisting the court-appointed professional in the preparation of materials, analysis and documents throughout a formal proceeding.
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“Solving one problem at a time.”

We help some of the most innovative companies

Why Kwantum Advisory?

Accessible, Anywhere

Discord, Telegram, Slack, Metaverse, 12+ hours a day - if you have a question, you're likely going to get a response in real time within a half hour.

Flexible Pricing

We offer hourly or fixed pricing. In most cases, you're concerned about cash, we are flexible with success and/or deferred based pricing too!
Project in crypto? No problem we take tokens and coins too!

A Cloud Approach

Cloud based accounting and record keeping is a no brainer, you can access your data anywhere, anytime! Our preferred tools is Quickbooks Online and Google Suite.

Deal Advisory

We're not a traditional CFO shop, we have several years of large company deals and transactions experience which can only benefit your growth story!

Professional Reach

10+ years in the corporate world means a wealth of connections in lending, private equity, accounting, law, and various industries which we will help introduce to your business, at the right time.

A Personal Approach

Our focus is ensuring you are satisfied with your deliverables. We take care in ensuring your needs are met personally.

Latest Blogs and Stories

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Drop us a message and we will respond to you as soon as possible!

I appreciate the time you took to review our website and our content. Please do not hesitate to reach out even for the slightest inquiry. I am more than happy to spend some time answering questions you might have!

Sincerely,
Wilson Kwan, CPA, CA
Founder & Managing Director

Get in touch with us

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