Vistance Capital Advisory
Vistance Capital Advisory is a full-service advisory firm that helps level the playing field for small businesses. We provide the full suite of services from daily bookkeeping, managing your payroll, collecting your AR all the way to helping you prepare for a capital raise and fractional strategic CFO services. The company was founded by Daryl Ching, a CFA charterholder with 10 years of experience in investment banking and 10 years of experience working with small businesses in an executive finance capacity. This provides him with a unique vantage point to bridge the gap between small businesses and institutions offering capital, having been on both sides. As an
entrepreneur, we understand you are busy with sales, marketing, and managing operations. When you decide to raise capital, buy a business,
complete an audit, or go public, your day to day business interactions do not stop. Let us do the heavy lifting. At Vistance Capital, we provide the
hands-on expertise to get you ready.
Products and services offered
Basic Services
• Invoicing
• Expense booking
• Bank and credit card reconciliation
• Payroll Management
• Quarterly tax filings
• AR Management / Collections
• AP Management / Payments
• Bank Reconciliation
Intermediate Services
• Balance Sheet Reconciliation
• Gross margin analysis
• Expense variance analysis
• Preparation of monthly financial statements
• Detailed write-up on monthly financials with monthly call to discuss analysis
• Tax Advisory
• Maintenance of general contracts ie: insurance, banking
• Annual tax filings
• Notice to Reader financial statements
• Monthly Cash Flow Planning
Advanced Services
• Preparation of investor materials for a capital raise including business plan, financial projections and an investor presentation
• Set up of finance / accounting policies
• Corporate Structure consulting
• Prepare 2-3 year forecast with budget vs. actual comparison
o P&L
o Balance Sheet
o Cash Flow
• Gauge requirement for capital raise
• CFO Strategic advice – business strategy, pricing, market analysis
• Resource Planning – review of cost structure
• Manage banking relationships
• M&A Advisory
• Succession Planning
December, 2024
Saturday
August 26,2019
- Tuesday
- 9:00am - 10:00am
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