Strategic Finance

Daring + Kind provides strategic finance and analytical advice. We understand that the success of your business ultimately depends on your organization’s ability to meet or exceed financial targets. Our experienced advisors work with you to develop a clear and purposeful executive vision based on deep understanding of your organization’s finances. We help you design and implement effective finance strategies across your organization. We work with you to gather, interpret, and deliver critical financial insights to shape incisive, timely executive decisions and optimize and protect immediate and long-term top-line and bottom-line results.

Drawing on a wide range of finance, data, and business analysis experience, we help you implement, enhance, expand, integrate, and adjust your finance strategy to meet the evolving needs of your business. We use strategic insights to assess your organization’s key needs and create custom solutions and integrate best practices into your operations to enhance performance, increase efficiency, and maximize service levels.

We work with you to develop organizational and operating structures, processes, methodologies, and performance measures to support the effective implementation of your finance strategy, and we support you with ongoing financial analysis, budgeting, and reporting. We help you access and properly leverage enterprise-wide talent, identify areas and opportunities for improvement, capture and distill insights, and maximize value for stakeholders.

Business Intelligence (BI)

We work with you to build your business into an analytics-driven powerhouse. Our experienced advisors have diverse industry, functional, and analytics expertise to help you distill the most value from a wide range of data. We understand how data interacts with and is informed by market imperatives, customer needs, and competitive dynamics to enable us to translate analytical insights into pragmatic strategies. We work with you to recognize, evaluate, and interpret relevant data, unearth vital insights from it, and turn those insights into competitive advantages.

Audits + Special Reports

Daring + Kind advises on preparing for and managing and delivering internal and external audits. We work closely with your finance and executive team and external auditors to prepare and provide confidence in financial statements. We advise and support you with respect to specific audits performed on behalf of external parties, including regulators, banks, creditors, potential purchasers, and investors.

We also advise on review engagements, the scope of which is less than that of an audit. During review engagements, we work with your finance and executive team to engage in robust enquiry, analytical examination, and probing discussion to review and assess reported financial information. We advise and support you on a full spectrum of review engagements, including for banks and other financial institutions, creditors, potential investors, and potential purchasers.

We assist you with preparing special reports for specific purposes where your organization requires assurance on information other than its financial statements. Our experienced advisors work with you to design and perform agreed-upon procedures and prepare special reports, including with respect to compliance with applicable laws, regulations, and agreements. We also advise on special reports regarding financial statements prepared outside recognized financial reporting guidelines or to comply with contractual arrangements or specific regulatory requirements.

Our Expertise

• Strategic planning + modelling

• Analytics + insights

• Profitability analysis + optimization

• Budgeting + forecasting

• Business Intelligence (BI) + process improvement

• Data management + governance

• Treasury + reporting

• Audits + special reports

VIRTUAL CFO

Your business is growing and you need your numbers to add up. But you may not have the budget for a full time Chief Financial Officer. Or you may be finding that hiring the right full-time CFO is challenging. We can act as your Virtual CFO - adding it up as needed.