Expertise That Drives Business Growth and Transformation

At PIE Consulting, we bring over 15 years of experience in cross-border corporate operations and financial management to deliver a range of specialized services. Our commitment is to empower businesses with strategic insights and practical solutions, tailored to their unique challenges and aspirations.

Fractional Executive Services

Bridging Leadership Gaps with Seasoned Expertise

Our Fractional Executive Services provide not just leadership but also strategic foresight. Where you are, we have been. Sometimes we made the right call, other times, with hindsight, we might have chosen differently. This depth of experience is what our fractional Chief Financial Officers, Chief Operating Officers, and Chief Technology Officers bring to your business.

Whether you need interim management or specific executive skills, our team offers the wisdom and experience necessary to navigate your company through both challenges and growth opportunities.

Our Fractional Executive Services are comprehensive, catering to a variety of business needs, including but not limited to:

  • Expert management of Cash Flow

Financial Accounting & Reporting

Beyond Numbers: Crafting Financial Stories for Business Success

We believe in the power of accurate and insightful financial reporting. Our services extend beyond traditional accounting, providing a narrative that helps stakeholders understand the financial health and trajectory of your business. With a focus on compliance, transparency, and strategic insights, our financial accounting and reporting are integral to informed decision-making. 

Our services include but not limited to:

  • Bookkeeping and Controllership services
  • Quarterly and annual financial statements preparation for public and private companies
  • Quarterly and annual MD&A preparation
  • Monthly management reporting
  • Financial dashboard preparation
  • Support quarterly review and annual audit process by liaising with the external auditors

Taxation & Financial Planning

Navigating Tax Complexity with Tailored Strategies

Our taxation and financial planning services are specifically designed to manage the intricacies of Canadian and US tax systems. We offer bespoke tax planning, ensuring compliance while optimizing your financial health. Our approach considers your unique business structure and goals, providing personalized strategies for tax efficiency and financial robustness without losing sight of your personal planning.

Mergers & Acquisitions

Strategic Partnerships for Long-Term Success

Our end-to-end M&A solutions provide comprehensive coverage of an ideal deal journey, initiating from searching for a perfect match, fact-based pre-acquisition due diligence, strategic structuring to smooth integration – and all things in between. We pride ourselves on being trust builders.

We not only devise strategies and build equity stories but also actively facilitate their implementation, whether it involves specific initiatives or wholesale business transformations. Our goal is to ensure seamless alignment between buyer and seller throughout the process, assuring, enhancing, and expediting value delivery.

Strategic Planning

Designing the Future with Innovative and Agile Strategies

Our strategic planning services are a blend of analytical rigor and creative thinking. We assist in setting clear, achievable goals and developing flexible strategies that can adapt to market changes. Our planning encompasses business planning, risk assessment financial modeling, and cash flow planning, ensuring that your business is prepared for both challenges and opportunities.

Insurance Services

Driving Growth, Managing Risk, Empowering Insurers

We help insurers adapt to disruption, manage regulatory change, and harness technology for sustainable growth. The insurance sector faces unique challenges — from regulatory reforms and emerging market opportunities to economic uncertainty, digital disruption, rising customer expectations, and intense competition. Our services empower you to tackle these pressures, embrace innovation, and achieve lasting performance and growth.

Focus Industries

Industries we work with

Experience the PIE Consulting Advantage

At PIE Consulting, we pride ourselves on a client-centric approach, where your success is our success. Our team’s depth of knowledge, combined with a personalized approach, ensures that we are more than just consultants – we are your trusted partners in growth.

We Are Your Trusted ‘Partners in Excellence’

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15

Years of
Experience