Financial Management Service for SME | Cofinia

Do you have the financial resources to complete your projects? Are they being used optimally? Perhaps you need help with managing your company’s financial risks? 

At Cofinia, we work together to see your company’s financial risks in the clearest light. Cofinia’s team offers various financial coaching services for small and medium-sized businesses to optimize your financial stability and add value to your business. Gain confidence with Cofinia’s accounting services!

What Is a Financial Model?

A financial model is a tool used to predict the future financial performance of a company and the evolution of its financial results. Projections are based on the company’s current and historical data and take into account different assumptions and scenarios in order to paint a realistic picture.

Income statement

Financial statement

Cash flow

What Is Financial Risk in Business

Financial risk is the risk associated with any form of monetary loss as a result of a financial transaction or an economic transaction that has a financial impact.

Regardless of the size of the organization, managers spend time and energy planning financial strategy, building an optimal financial structure, analyzing the market and competition, and ensuring sustainable growth based on future trends.

Cofinia is there to help you identify potential financial risks, find solutions to reduce their impact or even a game plan to overcome them. Investing in a dynamic financial model like Cofinia’s will help you gain confidence.

Our Expertise in Financial Modeling and Risk Management

Financial modeling and risk management require an in-depth knowledge of accounting and finance principles as well as business management – three areas of expertise of Cofinia Conseil.

Our team of professionals has the expertise to develop reliable financial and risk management models to support your decision making. Turn to Cofinia for professional management of your company’s finances. With a modern business model, we have the answers, solutions and advice you are looking for no matter what your current financial situation is.


” In the context of a financing project for a technology start-up, Cofinia greatly helped us to prepare the financial models as well as the documentation for potential investors. Their speed of execution and adaptability ensured that the documents were delivered on time and that our financing project became a reality.”

Éric Bergeron

President: , FlyScan Systems’

“We chose to do business with the Cofinia team because they have mastered modern tools that are adapted to growing companies like ours. Their prediction model allowed us to develop different scenarios and to be in control of our budgets. The qualified team offers sound advice.”

Jonathan Lessard

President:, Nexapp’s

Our Services to Businesses

Financial Modeling


The implementation of a financial modeling service makes it possible to simulate future financial performance and to present the evolution of your company with projected financial statements. This requires the use of real data and the consideration of different assumptions and scenarios in order to create a realistic picture of your situation. These projections will help you make informed decisions.

Financial Projections


A detailed financial projection service allows you to determine, from a financial and accounting point of view, how your company or a project will perform in a given future in order to anticipate your possible profits or losses. Cofinia analyzes the causal relationships between your company’s growth objectives, the investments needed to achieve them and the way they are financed. Financial projection services are a must at all times for growing companies planning exponential expansion. The smallest financial problem can have big consequences for small to medium-sized companies. With Cofinia’s financial projection, you invest in the future of your financial security.


Identification of Potential Financial Risks


Risk management starts with identifying financial risks that could affect your business. Our team will analyze your company’s balance sheet to get an overview of your cash flow, debt, interest rate risk, investments, etc. We also examine the income statement and cash flow statement to determine the short, medium and long-term needs to achieve your goals.

Calculating the Return of Investment


Evaluating your return on investment provides valuable information about your business and financial management. This process allows you to compare the financial risks of your projects and to identify the risks that are reasonable for you.

Cost Price Management


The cost price is an essential element of good business management, as it determines the minimum selling price at which you can sell your products or services. Cofinia’s team will calculate this price in order to analyze and understand the costs associated with your products/services and to optimize their profitability. 

Work With a Cofinia CFO or Financial Director


Do you have questions related to the financial management of your company or startup? You don’t have the internal expertise or you are looking for professionals with more experience in accounting and finance, but you are not at the stage of creating a full-time position? To fill this need, we offer a CFO service for small and medium-sized businesses; part-time, a few hours per month or a few hours per week. By choosing a Cofinia CFO, you take advantage of the advanced expertise of our candidates. 


Do you need an external CFO or financial support in your company?

Benefits of Cofinia

There are several benefits to using Cofinia’s services. First of all, you will have professional financial risk management by our experts. In addition, by doing business with Cofinia, you take advice from the best accounting executives. This will allow you to expand your business without losing control of your finances. Join the many satisfied clients of Cofinia’s financial risk management service!

More cooperation and collaboration

We become involved as part of your team to understand your needs and goals in depth. We assist you in making strategic financial decisions.

Achievement of goals

Our senior resources, with more than 20 years of experience, have carried out several mandates of entrepreneurship coaching in the last 4 years. We have therefore been confronted with various problems and have the experience required to offer you innovative solutions in order to reach your goals. The expertise of our team increases the success rate of your company.  

Customized Corporate Finance Management Service

At Cofinia, we offer more than just financial advice for companies. We analyze your company’s needs and challenges in depth to develop strategies that optimize your financial management. We also help you integrate the best technological tools to automate your processes: opt for more financial assurance with Cofinia today!