Virtual CFO Services & Tax Incentive Consulting

Increase your profits, mitigate risk and execute your business strategies with the expertise of a senior level virtual CFO. Add an additional resource to your management team to execute business models and achieve goals within a cost-effective time frame. We are an agile organization with strong associations and relationships with accounting, banking, and legal professionals. We have flexible and competitive fee structures.

Client Centric

You can expect top-notch service and a flexible engagement model that works for you. Boule Management is dedicated to helping organizations reach their goals strategically and financially while keeping a strong eye on the bottom line. We provide an internal consultant without having the long-term commitment of a full-time resource.

Financial Planning Services

  • Strategic business planning
  • Business plans and corporate structure
  • Long term budgeting and forecasting
  • Tax planning
  • Benchmarking
  • Bank and finance relationships and negotiations
  • Exit or succession strategies


Virtual CFO Operational Services

  • Profitability analysis
  • Cash flow projects & break-even analysis
  • Monthly budgeting & forecasting
  • Key performance indicators
  • Employee benefits and incentive programs
  • Leasing and banking facilities
  • Contract negotiations
  • Compliances
  • Investor reporting


Tax Incentive Consulting

The Canadian government allocates over $4 billion a year in tax incentives for innovative Canadian companies of all sizes and across all sectors through a variety of different programs:

  • Scientific Research and Experimental Development (SR&ED)
  • Canada Media Fund
  • Industrial Research Assistance Program (IRAP)

Hire the best to execute the process with the CRA & maximize tax incentives:

  • Due diligence of qualifying technology
  • Identify correct program
  • Identify work that qualifies
  • Research application requirements
  • Calculating expenditures and investment tax credits
  • Application process
  • CRA application supporting documentation
  • Liaise with your external accountants to provide them with the information required to file your claim
  • Preparing for SR&ED review of work
  • CRA liaison and appeal

Boule Management has years of experience consulting in the local BC and Canadian marketplace helping companies retrieve innovation funding.

We have:

  • in-depth knowledge of all the various tax incentive programs
  • we understand the rigorous process
  • we are experienced in application protocols
  • we know the CRA

We work with your existing management team, adding the resources required to take your organization to the next level.

We invite you to call us for a free consultation to determine if your project is eligible for one or more of the Canadian Tax Incentive programs.