Management Advisory

More Than Accounting. A Finance Partner for Your Business.

Understand your numbers. Improve your cash flow. Strengthen your finance operations. Make better business decisions.

Running a business often means dealing with financial questions that ordinary bookkeeping reports cannot answer.

Why is the business profitable but constantly short of cash?

Where is the money actually going?

Are expenses growing too quickly?

Can we afford to hire another employee?

Is our finance department working efficiently?

Which products, locations or divisions are really making money?

At Scan Universal Solutions Inc., we provide personalized financial management and business advisory support to help business owners understand what is happening behind their numbers — and what they can do about it.

Rather than simply preparing reports, we work one-to-one with business owners and management teams, investigate financial challenges, identify opportunities for improvement and help implement practical solutions.

Book a Financial Consultation → Explore the service

Your On-Demand Finance Partner

Financial expertise when your business needs more than bookkeeping

Not every business needs a full-time Finance Manager or CFO. But growing businesses still need someone who can look beyond bookkeeping and help management understand cash-flow problems, profitability, operating costs, financial processes, working capital, business performance, budgets and forecasts, financial controls, management reporting and financial decision-making.

Our advisory service gives you access to experienced financial support without the cost of building a large internal finance department. Every engagement is customized around the actual financial challenges facing your business.

Cash Flow Analysis & Improvement

Find out why cash is tight — even when your business is profitable.

Cash-flow problems are rarely solved by simply looking at the bank balance. We analyze how cash moves through your business and identify where money may be getting trapped, delayed or unnecessarily consumed.

Customer payment cycles

Accounts receivable

Supplier payment terms

Inventory levels

Operating expenses

Payroll commitments

Debt repayments

Owner withdrawals

Seasonal fluctuations

Tax obligations

Upcoming financial commitments

We then help management build a practical cash-flow strategy.

The goal: Know what cash you have today, what you will need tomorrow, and where potential shortages may occur before they become emergencies.

Cash Flow Forecasting

See what is coming before it happens.

We can develop rolling cash-flow forecasts that help business owners understand their expected financial position over the coming weeks and months.

13-Week Cash Flow Forecast

A detailed short-term view of expected receipts, payroll, suppliers, taxes, loan payments and operating expenses.

Monthly Cash Flow Forecast

A broader view of the financial requirements of your business over the next 6–12 months.

Scenario Forecasting

Understand what happens if sales increase or decline, a major customer pays late, you hire employees, purchase equipment, open another location, expenses increase, you take on financing, or you make a major investment.

Better visibility means fewer financial surprises.

Financial Performance Analysis

Turn financial statements into useful business information.

Receiving a Profit & Loss statement is one thing. Understanding why the numbers changed is another. We dig deeper into your financial information and help you understand what is driving the performance of your business.

Revenue trends

Gross profit margins

Operating margins

Labour costs

Cost of goods sold

Overhead expenses

Customer profitability

Product profitability

Location or department performance

Month-over-month trends

Year-over-year comparisons

Budget versus actual results

Instead of simply telling you what happened, we help explain why it happened and what management can do next.

Finance Department Review & Streamlining

Make your finance function faster, clearer and more efficient.

As businesses grow, financial administration often becomes complicated. Invoices may be handled manually, receipts stored in different places, approvals may depend on emails or messages, and management may wait too long for reliable information.

We review your existing finance process and identify opportunities to simplify and automate it.

Bookkeeping workflows

Accounts payable

Accounts receivable

Expense approvals

Purchase approvals

Payroll processes

Document management

Bank reconciliations

Reporting procedures

Month-end closing

Internal financial controls

Management reporting

Accounting software integrations

We then recommend a more efficient finance workflow using modern cloud accounting and automation tools.

Management Reporting & Financial Dashboards

See the numbers that actually matter to your business.

Standard accounting reports do not always provide management with the information needed to run the company. We can create customized management reporting that focuses on the key financial drivers of your business.

Monthly management accounts

Profit & Loss analysis

Balance Sheet review

Cash-flow reporting

KPI dashboards

Gross margin analysis

Expense analysis

Working capital

Accounts receivable aging

Accounts payable aging

Budget versus actual

Department performance

Location performance

Product or service profitability

Our goal is to help management answer: What is working? What is not working? Where is the money going? Where should management focus next?

Not sure which numbers you should be watching?

Tell us what you need to understand about your business and we will show you what management reporting could look like.

Book a Financial Consultation →

Budgeting & Financial Planning

Build a financial roadmap for your business.

A budget should not simply be a spreadsheet prepared once a year. We help businesses build realistic financial plans based on their actual operations.

Annual operating budgets

Revenue forecasts

Expense budgets

Payroll planning

Capital expenditure planning

Cash-flow forecasts

Growth scenarios

Break-even analysis

Financing requirements

Expansion planning

The result is a financial roadmap management can actually use.

Cost & Profitability Analysis

Revenue does not always equal profit.

Businesses can grow sales while losing profitability. We help identify which areas of the business are actually generating value.

Depending on your business, we can analyze profitability by customer, product, service, project, location, department or sales channel.

This can help management make better decisions around pricing, staffing, purchasing, customer relationships and growth.

Working Capital Management

Improve how efficiently your business uses cash.

Growing companies can experience serious cash-flow pressure when too much money becomes tied up in receivables or inventory.

Accounts Receivable

Who owes you money? How long are customers taking to pay? Which balances require follow-up?

Inventory

Is too much cash sitting in slow-moving stock? Which products turn quickly? Which products are tying up working capital?

Accounts Payable

Can supplier payment schedules be better aligned with incoming cash?

Better working-capital management can release cash already sitting inside your business.

Finance Systems & Automation

Reduce manual work and improve financial visibility.

We help businesses modernize their finance operations using cloud accounting and financial technology.

Xero

QuickBooks Online

Hubdoc

Dext

Payroll platforms

Expense management systems

Payment platforms

Bank feeds

Reporting and analytics tools

Digital document management

Our objective is simple: Less manual administration. Better financial information. Faster decision-making.

One-to-One Financial Problem Solving

Sometimes you do not need a package. You need someone to help solve a financial problem.

This is where our advisory service is different. Business owners can approach us with a specific financial challenge.

“Sales are increasing, but we never seem to have enough cash.”

“Our expenses have increased and we do not know why.”

“Our finance department is taking too long to close the month.”

“We are considering opening another location. Can we afford it?”

“We need to know whether one part of our business is actually profitable.”

“Customers owe us too much money.”

“We need better financial reports for management.”

“Our accounting system has become complicated.”

“We need help understanding what our financial statements are telling us.”

We investigate the issue, analyze the financial information and work with management to develop practical recommendations.

A Flexible Advisory Service

Financial support based on what your business actually needs

Financial Health Check

A focused review of your business finances with findings and recommendations.

One-Time Financial Project

For a specific issue such as cash-flow analysis, profitability analysis, budgeting or finance-process improvement.

Monthly Advisory Support

Regular financial reviews and meetings with management.

Ongoing Finance Management

More hands-on involvement where we assist management with reporting, forecasting, cash flow and finance operations throughout the month.

Who Is This Service For?

This service is ideal for:

Growing small and medium-sized businesses

Owner-managed businesses

Companies experiencing cash-flow pressure

Businesses growing faster than their finance systems

Companies without an internal Finance Manager

Businesses that have bookkeeping but need deeper financial insight

Companies preparing for expansion

Multi-location businesses

Retail and e-commerce businesses

Automotive businesses

Professional service firms

Construction and trades

Healthcare businesses

Businesses with complex financial operations

Why It Matters

Bookkeeping Tells You What Happened. Financial Management Helps You Decide What Happens Next.

Accurate bookkeeping is the foundation. But growing a successful business requires more than accurate books.

You need to understand the numbers, identify problems early and use financial information to make better decisions.

At Scan Universal Solutions, we combine accounting knowledge, financial management experience and modern cloud technology to help business owners gain greater control over their finances.

Let Us Understand Your Financial Challenge

Every business is different.

Tell us what financial challenge you are facing and we will discuss how we may be able to help.

Cash-flow analysis

Financial forecasting

Profitability analysis

Finance department improvement