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INTRODUCING TREEWALK
A firm foundation for limitless growth.
We solve what seems unsolvable.
At Treewalk, opportunities for growth are abundant. We rise to the occasion together, digging deep to solve what seems unsolvable. By embracing new approaches and technology, we’re an accounting firm that’s helping companies go and stay public.
An ecosystem of support.
We’ll clean up the most complex files because our team is structured for collaboration, every problem gets the right set of minds solving it. We find balance and harmony within challenges to propel your business forward.
Make your own path.
We have a bias for yes with our clients and one another because flexibility permeates every aspect of who we are. We empower our team to be resourceful and make considered decisions in everything we do.
We’re more than just work.
Forget everything you know about accounting firms. Our focus is fulfillment, and a cornerstone of that is having the power to chart your own course. Remote work options, wellness programs and CPA training—we add real value from day one.
We’re experts above all else.
Our work needs to be meticulous, so our standards are high. We’re helping to propel industry-shaping businesses so we look for industry-shaping talent. We hire top graduates and equip them with training and tools to do their best work.
With our experienced roster of CFOs, expertise in taking companies public and keeping them there and dedicated CPA training—we offer an ecosystem of support.
Looking for a qualified CFO to propel you forward? A bookkeeper to get those records straight? Or a controller to keep you on a budget? Our flexible CFO services give you a firm foundation to grow.
FROM THE BALANCE SHEET UP
Being public is like running two businesses. On top of your day-to-day operations—which is a job in and of itself—you’ll have new challenges like raising money, investor relations and board governance.
That’s where we step in. We can handle all of the administrative work to help your company go and stay public.
CFO SERVICES
Treewalk has a team of dedicated professionals with public company experience acting and serving as CFOs or as Principal Accounting Officers for US listings. Things we’ll take off your plate:
- Navigating stock exchange policies
- Liaisoning with counsel to handle all administrative work and managing the robust documentation requirements
- Navigating the contractual requirements and working with counsel to draft appropriate legal language
- Preparing due diligence packages for financings, mergers and acquisitions
- Selecting your transfer agent and handling all of the interactions with the filing agent
CONTROLLERSHIP SERVICES
Our controllers are known for keeping things on track. From implementing controls and managing cash flow to completing budgets and closing your records on time, we don’t miss a thing.
BOOKKEEPING SERVICES
Auditing, filing and preparing reports for your management team—our bookkeeping team is here to help you maintain your records so you can be prepared for all that being public will throw your way.
Preparing financial statements, coordinating audits, acting as CFO—being public takes meticulous attention to detail and a commitment to accuracy—something we’re celebrated for.
GO PUBLIC AND STAY THERE
These are just some of the things you’ll need to check off the list—and ways we can help—if you’re a US or Canadian company going public.
- Conversion to IFRS and quarterly and annual financial statements in accordance with the IFRS
- Translation of US currency into CDN reporting currency
- Choosing an audit partner and scheduling the audits
- Selecting and analyzing accounting policy choices and making recommendations
- Preparing management discussion and analysis drafts
- Preparing material change reports and reviewing, advising and filing news releases
- Preparing quarterly and full-year working papers, financial statements, period end adjusting entries and account reconciliations
ON STAYING PUBLIC
Looking for the best of the best to propel your business forward? Consider these services:
- Acting Chief Financial Officer
- Acting in title as your company’s CFO
- Attending and presenting at Board and Audit committee meetings
SERVICES SPECIFIC TO CSE AND TSXV LISTED COMPANIES
Financial Statement Preparation and Regulatory Filings
- Quarterly and annual financial statements in accordance with IFRS
- Account policy choices and recommendations
- Management discussion and analysis drafts
- Material change reports and reviewing, advising and filing news releases
- Quarterly and full-year working papers, financial statements, period end adjusting entries and account reconciliations
SERVICES SPECIFIC TO US PRINCIPAL LISTINGS
Financial Statement Preparation, SEC Disclosure and Regulatory Filings
- Quarterly 10Q and Annual 10K reports
- Current Form 8K disclosures and assist with all other continuous disclosure requirements
- Period end adjusting entries and account reconciliations
- Financial statements and quarterly and full-year working papers
Outside Auditors and Attorneys
- Quarterly reviews and yearly audits with outside audit firm
- Create, archive, and provide documentation and information required by external firms
Corporate Finance and Planning
- Work with internal management, create and maintain budgets and forecast models
- Investment readiness preparation, investment deck preparation and business plan development
- Financial review of due diligence material for deal-making
- Compliance documentation preparation for banking relationships or other debt
Corporate Governance
- Corporate financings and capital transactions
- Corporate governance and internal controls
- Corporate records, director/committee meeting minutes and directors’ resolutions
Buying or selling a company can be a daunting task, but Treewalk is here to make things easier. Treewalk has a group of highly trained, big-firm CPA’s, who will guide you through your transaction. From pre LOI advice on structure for earnouts or management buyouts, post LOI financial due diligence and quality of earnings, to signing the definitive and closing, we have got you covered.
Treewalk is uniquely positioned to service lower-middle market clients, offering high attention to detail and tailored client service. During your deal process you will receive 24-hour access to the deal team for questions, we take pride in responding quickly and being available for all our clients at any time. We offer a free consultation for all prospective clients, with a quote on pricing and timeline for deliverables before engaging in any work.
We provide the following services to our clients:
- Financial due diligence – including creating quality of earnings reports, data rooms, identifying working capital peg, cash flow proof, and coordinating with other advisors to ensure deal success
- Financial modeling – including leveraged buyouts, merger models, three statement models, and other financial projections
- Strategies to maximize your deal success, including assessing synergies, business plan writing, and general support as needed
Looking for a qualified CFO to propel you forward? A bookkeeper to get those records straight? Or a controller to keep you on budget? Our flexible CFO services give you a firm foundation to grow.
FROM THE BALANCE SHEET UP
Being public is like running two businesses. On top of your day-to-day operations—which is a job in and of itself—you’ll have new challenges like raising money, investor relations and board governance.
That’s where we step in. We can handle all of the administrative work to help your company go and stay public.
CFO SERVICES
Treewalk has a team of dedicated professionals with public company experience acting and serving as CFOs or as Principal Accounting Officers for US listings. Things we’ll take off your plate:
- Navigating stock exchange policies
- Laisoning with counsel to handle all administrative work and managing the robust documentation requirements
- Navigating the contractual requirements and working with counsel to draft appropriate legal language
- Preparing due diligence packages for financings, mergers and acquisitions
- Selecting your transfer agent and handling all of the interactions with the filing agent
CONTROLLERSHIP SERVICES
Our controllers are known for keeping things on track. From implementing controls and managing cash flow to completing budgets and closing your records on time, we don’t miss a thing.
BOOKKEEPING SERVICES
Auditing, filing and preparing reports for your management team—our bookkeeping team is here to help you maintain your records so you can be prepared for all that being public will throw your way.
Preparing financial statements, coordinating audits, acting as CFO—being public takes meticulous attention to detail and a commitment to accuracy—something we’re celebrated for.
GO PUBLIC AND STAY THERE
These are just some of the things you’ll need to check off the list—and ways we can help—if you’re a US or Canadian company going public.
- Conversion to IFRS and quarterly and annual financial statements in accordance with IFRS
- Translation of US currency into CDN reporting currency
- Choosing an audit partner and scheduling the audits
- Selecting and analyzing accounting policy choices and making recommendations
- Preparing management discussion and analysis drafts
- Preparing material change reports and reviewing, advising and filing news releases
- Preparing quarterly and full-year working papers, financial statements, period end adjusting entries and account reconciliations
ON STAYING PUBLIC
looking for the best of the best to propel your business forward, consider these services.
- Acting Chief Financial Officer
- Act in title as your company’s CFO
- Attend and present at Board and Audit committee meetings
SERVICES SPECIFIC TO CSE AND TSXV LISTED COMPANIES
Financial Statement Preparation and Regulatory Filings
- Quarterly and annual financial statements in accordance with IFRS
- Account policy choices and recommendations
- Management discussion and analysis drafts
- Material change reports and reviewing, advising and filing news releases
- Quarterly and full-year working papers, financial statements, period end adjusting entries and account reconciliations
SERVICES SPECIFIC TO US PRINCIPAL LISTINGS
Financial Statement Preparation, SEC Disclosure and Regulatory Filings
- Quarterly 10Q and Annual 10K reports
- Current Form 8K disclosures and assist with all other continuous disclosure requirements
- Period end adjusting entries and account reconciliations
- Financial statements and quarterly and full-year working papers
Outside Auditors and Attorneys
- Quarterly reviews and yearly audits with outside audit firm
- Create, archive and provide documentation and information required by the
Corporate Finance and Planning
- Work with internal management, create and maintain budgets and forecast models
- Investment readiness preparation, investment deck preparation and business plan development
- Financial review of due diligence material for deal-making
- Compliance documentation preparation for banking relationships or other debt
Corporate Governance
- Corporate financings and capital transactions
- Corporate governance and internal controls
- Corporate records, director/committee meeting minutes and directors’ resolutions
CAREERS
It’s rewarding working at Treewalk
At Treewalk we embrace change and believe everyone is empowered to fix what’s not working. There’s no cookie-cutter path. No rigid schedule. We want you to leverage your own talents and strengths and pursue whatever opportunities cross your path.
We don’t just list how to live a healthy and balanced life—we add real value with benefits from day one, like parental leave top-ups, wellness programs, remote work options and a no-strings-attached path to earning your CPA.
It’s with this collective entrepreneurial spirit that we’re building the accounting firm of the future. Join us for the ride.
