Our Suite of Services

A full suite of tailored services delivered by a team of seasoned professionals with a proven track record of success. We provide financial and corporate secretarial management services to reporting issuers along with a full range of services to private companies, and those seeking to become reporting issuers by way of Capital Pool Companies, prospectus filing and reverse take over.

Company Presentation

CFO Function

Whether you’re a private entity or a publicly listed company, we can provide outsourced Chief Financial Officer services on a cost-effective basis. Welcome to your financial backbone.

Internal and External Stakeholder Reporting and Compliance:

  • Preparation of consolidated financial statements

  • Interim and /or annual financial statement

  • Management’s discussion and analysis (“MD&A”) preparation

  • Annual corporate tax return preparation and submission

  • Financial Strategy and Advisory

  • Financial Modelling, Budgeting & Forecasting

  • Fundraising Strategy and Support

  • Accounting Process Creation and Controls Design

  • M&A Advisory

Corporate Secretarial Services

We organize, attend and keep minutes of your board of directors meetings and committee meetings. We communicate with your legal counsel and securities regulators. Minute books will always be up to date and ready for your audit review and any due diligence questions.

  • Public Market Compliance

  • Monitor regulatory filing deadlines

  • Prepare applicable annual and interim certificates, handle the completion of annual, interim and other filings via SEDAR=

  • Assist with the Annual and Special Shareholders meetings, organizing the printing of materials, drafting the Chairman’s script and preparation of the shareholders meeting minutes

  • Coordinating and submission of Management Information Circulars and Annual Information Forms

  • Draft resolutions

  • Dissemination of press releases

  • Cap Table Management

Controllership and Bookkeeping Services

Controllership and bookkeeping are also key components of our services. Without this peace of mind, success can be difficult to achieve. Our controllership and bookkeeping team will keep your books and records accurate, timely and effective, so you’re able to focus on the development of your business.

  • Managing monthly and quarterly reporting packages including working paper maintenance

  • Cash burn analysis

  • Assistance with accounting and reporting for business combinations and acquisitions, such as a reverse takeover

  • Implementation of financial reporting systems

  • Payroll management

  • Cash management including invoicing and bill payments

  • Preparation and submission of Sales Tax returns on a timely basis

  • Administration of Flow Through Share program including tax filings

  • Audit preparation

Financial Administration Services

  • Corporate banking, including organizing a full service relationship with an appropriate financial institution

  • Risk management services such as assembling the appropriate insurance policies and other risk areas including foreign exchange and interest rates

  • Access to Foreign Exchange Services

Specialized Projects

  • M&A Advisory and Due Diligence Support

  • Audit Support

  • Turnaround Management

  • Annual General Meeting preparation

  • Proforma Financial Statements

  • Ability to assist companies become current in their delinquent financial filings

  • Facilitate corporate tax returns in Canada and the U.S.

  • SR&ED tax credits

  • Other customized services and special projects

  • "Branson’s services are easily scaleable and customised to meet the changing requirements of our Company. Their professional advice and versatile approach are both cost effective and reliable. I was able to reallocate important resources in a more highly effective manner to run the business and plan for the future. Our management team developed immediate confidence in Branson’s ability to execute on their full suite of services that we implemented."

    —Paul Gorman Chief Executive Officer, Powermax Minerals Inc. CSE: PMAX

  • "Working in capital markets with multi jurisdictional requirements would be daunting for most and challenging for many but the Branson team exceeded our professional expectations and provided us with a level of service that was above and beyond industry standards. We were able to focus on building the business knowing that we were in good hands with Branson’s attention to detail and timeline focused deliverables."

    —Frank Wheatley Chief Executive Officer, Snow Lake Resources Ltd. NASDAQ: LITM

  • "Branson’s team supports our business and operations in a resourceful and timely manner. They are easy to work with and very responsive, even in demanding times. They are extremely professional, competent, and reliable to get the work done, which saves me significant time which can be spent focusing on the core business."

    —Roger Dent Chief Executive Officer, Quinsam Capital Corporation CSE: QCA