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.



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


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.

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.

Virtual CFO services located in Vancouver, Canada.
Specializing in financial management, strategic business development and Canadian tax incentives such as SR&ED, CMF and IRAP applications.

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