Planning & financing, Calgary
A financial plan built for the conversation with your lender.
One CPA firm for your books, year end and assurance. Built for Calgary corporations doing $1.5M to $5M.
Quick answer
GDPC builds business plans and financial projections for Calgary corporations preparing for financing conversations, aligning assumptions, operational plans and financial statements into a clear lender ready package.
Is this a fit?
Bring the right questions. Leave with a useful next step.
The most productive engagements start with an honest view of where the business is now and what it needs from its accounting partner.
- You are seeking financing or a new facility
- Your lender needs credible projections
- You need help translating operations into financials
- You want your CPA involved early
What GDPC brings
Work that connects to the rest of your financial picture.
Business plan support
Structured around your current reporting needs and the decisions that follow.
Financial projections
Structured around your current reporting needs and the decisions that follow.
Lender information packages
Structured around your current reporting needs and the decisions that follow.
Cash flow planning
Structured around your current reporting needs and the decisions that follow.
Ongoing CFO support
Structured around your current reporting needs and the decisions that follow.
A practical process
Clear at the start. Consistent over time.
Start with fit
Review the current picture
Build a practical plan
Keep the momentum
Built for useful answers
Questions deserve answers before a consultation.
Every engagement is specific, but the starting point should not be a mystery. Here are the questions Calgary owners ask most often.
Common questions
Who is this service designed for?
GDPC works primarily with established owner managed corporations. The strongest fit is a business with $1.5M to $5M in annual revenue, clean records and corporate accounts used for business activity.
Can GDPC take over from our current accountant?
Yes. GDPC can coordinate a professional handover, request the prior year working file and build a practical transition plan around your reporting and year end deadlines.
How are fees set?
Fees are scoped around the work required: transaction volume, reporting needs, payroll, filings and the condition of the records. Established corporations can expect a clear fee proposal after an initial review.
Where is GDPC located?
GDPC has one office at 3515 27 Street NE, Unit 23, Calgary, Alberta T1Y 5E4 and works with corporations across Calgary, Northeast Calgary, Airdrie, Chestermere and Cochrane.
From the resource centre
Related CPA guides
Ready when you are
Start with the parts of the business that matter most.
Share what you need and how your books work today. GDPC will help you identify the most productive next step.