Vistance Capital Advisory is a full-service advisory firm that helps level the playing field for small businesses. The Founder has 10 years of experience in investment banking and over 10 years of experience working with small businesses in an executive capacity. This provides him with a unique vantage point to bridge the gap between small businesses and institutions offering capital, having been on both sides. As an entrepreneur, we understand you are busy with sales, marketing, and managing operations. When you decide to raise capital, buy a business, complete an audit, or go public, your day to day business interactions do not stop. Let us do the heavy lifting. At Vistance Capital, we provide the hands-on expertise to get you ready.
From an accounting perspective, we are not satisfied with just fulfilling CRA tax requirements often offered in the marketplace through accounting firms with a Notice to Reader engagement. We prepare financial statements at a standard that meets the requirements of companies seeking capital from sophisticated investors or looking to sell their business. This requires a deep understanding of a company's gross margin across all products and divisions and cost structure. Our management accounting approach also provides guidance to businesses on how to improve profit margins in real time month to month, rather than looking back after a full year. We also are constantly looking our for grants and subsidies that can provide free cash flow to the business.
$1,000+
$50 - $99 / hr
10 - 49
Toronto, Canada
Founded 2008
1 Locations
Toronto , Canada
Focus
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Pricing Snapshot
Min. project size
$1,000+
Avg. hourly rate
$50 - $99
/hr
Rating for cost
4.9
/5
What Clients Have Said
Vistance Capital Advisory offers flexible pricing models, including monthly and hourly rates. Clients report significant value, particularly in financial management and accounting, leading to improved operations. Engagements typically involve 2-4 team members, ensuring dedicated support tailored to client needs.
Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Review Insights
Overall Review Rating
5.0
Quality
5.0
Schedule
5.0
Cost
4.9
Willing to Refer
5.0
Top Mentions
Review Highlights
Need for Improved Clarity on One-off Projects
One client suggested that Vistance Capital Advisory could improve by providing better clarity on the scope and cost of one-off projects before starting. This was the only area of improvement noted.
Timely and Accurate Deliverables
Clients reported that Vistance Capital Advisory consistently met deadlines and delivered accurate financial documents and insights, which were crucial for their business operations and financial planning.
Understanding Client Needs
Clients valued the time Vistance Capital Advisory took to understand their business, industry, and specific needs before offering solutions. This tailored approach was a key factor in the positive outcomes and satisfaction reported by clients.
High Client Satisfaction
Overall client feedback indicates high satisfaction with Vistance Capital Advisory’s services. Clients appreciated their accountability, commitment to delivering promised results, and the significant positive impact on their business operations.
Exceptional Financial Guidance
Clients consistently praised Vistance Capital Advisory for their financial expertise and guidance. They helped companies clean up financials, manage accounting needs, and make smarter business decisions, resulting in improved financial health and successful capital raises.
Impressive Industry Expertise
Vistance Capital Advisory’s team brought valuable industry experience and expertise, which significantly benefited clients in structuring their financial approaches and improving their margins.
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Reviews mentioning:
Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post Reviews
Financial & Accounting Services for Haircare Tool Retailer
Accounting
Confidential
Oct. 2019 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They really took the time to learn about our business, industry, and needs before jumping to conclusions."
Aug 25, 2021
Co-Founder & CMO, Lunata Inc
Anastassia Boguslavskaya
Consumer Products
1-10 Employees
Online Review
Verified
A cordless haircare tool retailer hired Vistance Capital Advisory to manage their day-to-day financial needs. These include accounting projections, handling investor documents, and questions among others.
Thanks to the guidance provided by the Vistance Capital Advisory team, the company was able to grow in a smart and financially sound way. The company appreciated how the team took the time to truly understand their industry and kept them up to date with consistent reporting.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
Lunata Beauty is on a mission to free you from cords. We combine beauty with technology to revolutionize the hair industry by creating innovative, game-changing, cordless hair tools that will give you gorgeous hair wherever you are. I am the Co-founder and CMO of the company.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Vistance Capital Advisory, and what were your goals?
We hired Vistance Capital with managing our day to day financial needs and be all things finance for our company. From accounting, projections, help with investor documents and questions and more.
SOLUTION
How did you select this firm and what were the deciding factors?
We selected the company based on amazing recommendations from trusted clients. We've heard great things about Daryl and his team from multiple people in our industry and in our network.
Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.
We hired Vistance before a big raise and needed their help to clean up all of our financials and make sure we were ready for due diligence. They also helped us with projections, investor documents and more. Once we raised our round they started to help with all of our financial needs.
Describe their billing or cost structure.
Monthly billing.
How many resources from the firm's team worked with you, and what were their positions?
3-4 people have worked with us from their team. From senior management to assistance. Depending on our needs.
RESULTS & FEEDBACK
Can you share any measurable outcomes of the engagement or general feedback about the services?
We were able to close a 3 million dollar series A with their help and really grow our business in a smart and financially sound way.
Describe their project management style, including communication tools and timeliness.
Great communication. We tend to have updates from the team via email and an organized team call when needed.
What did you find most impressive or unique about this company?
They really took the time to learn about our business, industry and needs before jumping to conclusions. They also knew just how important getting some of the documents we needed in a timely manner was when raising capital.
Are there any areas for improvement or something they could have done differently?
None I can think of.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CFO Services for Clinic
Accounting
$10,000 to $49,999
June 2020 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Everything is great."
Aug 23, 2021
CEO, Aurum Medicine & Wellness Corp.
Anonymous
Healthcare
1-10 Employees
Online Review
Verified
A health clinic was dissatisfied with the performance of their former accountant partners and needed a vendor that could help them reach their goals. They hired Vistance Capital Advisory to be that partner.
Within 30 days of partnering with the Vistance Capital Advisory team, the company switched to a new system that better suited their operations. This allowed the company to make smarter business purchases and improve their profit margins. The team also handled the company's taxes well.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
Owner and clinic director of multidisciplinary health clinic.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Vistance Capital Advisory, and what were your goals?
Our previous accountants were not preparing our financial statements in an appropriate manner and we had goals originally to apply for loans to continue the clinic's operation during a pandemic.
SOLUTION
How did you select this firm and what were the deciding factors?
Reasonable, understanding and actionable plan that took a huge amount of work off our plate. They proposed ways to improve on the expensive and useless financial services we had received in the past.
Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.
Virtual meetings, described work involved to clean up past books so could apply for financing and what would happen ongoing. Financing was no available, but we kept on with them for future accounting maintenance and for margin analysis to help us improve our business.
Describe their billing or cost structure.
Monthly rate
How many resources from the firm's team worked with you, and what were their positions?
4: Daryl himself, senior accountant and 2 other points of contact.
RESULTS & FEEDBACK
Can you share any measurable outcomes of the engagement or general feedback about the services?
Within 30 days we switched to accrural system and that was better for us. We started making smarter purchasing decisions and improved our margins. They handled our taxes well.
Describe their project management style, including communication tools and timeliness.
Onboarding meetings were good. they're always available. We have quarterly updates and they meeting deadlines.
What did you find most impressive or unique about this company?
Financial expertise was helpful and some industry experience also lended to how we should be structuring our approach and accounting.
Are there any areas for improvement or something they could have done differently?
Clarity before beginning a project on projected scope and cost would be helpful if it's a one-off endaevour, and some online cloud/file management support would be helpful. Everything is great.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Daily Accounting & Advisory for Snack & Coffee Company
Accounting
$50,000 to $199,999
Jan. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We have been very satisfied with Vistance's work."
Aug 18, 2021
CEO, Mindful Snacks Inc.
Anonymous
Food & Beverages
11-50 Employees
Online Review
Verified
A snack and coffee company had worked with multiple accountants in the past but none of them completely aligned with their needs. They partnered with Vistance Capital Advisory to take over those duties.
The Vistance Capital Advisory team was able to clean a bulk of the company's accounting books and implement best practices with their operations within 60 days of their initial engagement. This development allowed the company to free up their internal teams to focus on their core operations.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
At Mindful Snacks, we are a full service provider of healthy snacks and coffee programs for corporate workplaces. We work with HR professionals to incorporate our programs as an employee benefit. As Founder and CEO, I oversee the strategy and growth across all teams.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Vistance Capital Advisory, and what were your goals?
We worked with previous accounting firms that were satisfactory but were not fully aligned to our needs or have a good understanding of what was required. We hired Vistance to take over and quickly clean up our accounting to the best accounting standards allowing us to focus on our operations and scaling the company.
SOLUTION
How did you select this firm and what were the deciding factors?
I connected with Daryl, Managing Partner of Vistance via LinkedIn. We set up a zoom call and Daryl took the time to really listen. Vistance was the right choice for us, based on his team taking the time to meet with our team to understand our business and listen to our challenges. We also appreciated their transparency.
Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.
Vistance spent the first couple weeks reviewing our financials and accounting structure. Together we took a deep dive in reviewing what was outstanding and what needed improvement. We appreciate the seamless communication via using Microsoft Teams.
Describe their billing or cost structure.
Vistance was flexible and offered a fair monthly billing structure.
How many resources from the firm's team worked with you, and what were their positions?
We work with one main point of contact, a Partner at Vistance along with two other accounting support team members.
RESULTS & FEEDBACK
Can you share any measurable outcomes of the engagement or general feedback about the services?
Within 60 days, the bulk of the accounting books was fully cleaned and caught up with best accounting structures implemented. This freed up immense time for our team, more so than any prior years when we worked with other accounting firms.
Describe their project management style, including communication tools and timeliness.
The onboarding process was simple and all communication, file sharing is done via Microsoft Teams. We hold weekly schedule calls to review the prior week's work and go over any questions we may have. There is no hesitations whenever we need help. We are able to connect with Vistance team anytime.
What did you find most impressive or unique about this company?
Vistance has some of the best accountants that we have come across. What was most impressive is they did exactly what they had set out to do. Nothing was overpromised. They had hard commitments for themselves and they delivered for us.
Are there any areas for improvement or something they could have done differently?
Nothing comes to mind. We have been very satisfied with Vistance's work. They place great emphasis on accountability and it shows. Keeps our team more focused and both parties work together to get the job done.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Automatoive Dealership Consolidator
Accounting
$50,000 to $199,999
Jan. 2019 - Mar. 2021
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They delivered what they said they would."
Aug 9, 2021
President & CEO, Automotive Dealership Consolidator
Michael Carmichael
Automotive
11-50 Employees
Online Review
Verified
Vistance Capital Advisory provided monthly accounting services for an auto dealer consolidator. This involved accounting processes, policies, bookkeeping, writing financial statements, and KPI reviews.
Internal stakeholders had immediate eyes on their cash flows. Thanks to Vistance Capital Advisory's work, efforts to tighten up bookkeeping were kept as promised. The vendor team's project management was a great experience; they had great communication and execution.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
UpAuto is an automotive dealership consolidator. We currently have 4 car dealerships located in South Western Ontario, Canada.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Vistance Capital Advisory, and what were your goals?
Vistance was hired to initially provide monthly cash flow reporting and forecasting. From there, the project expanded to include accounting processes:
Policies
Book Keeping
Financial statement
KPI reviews.
SOLUTION
How did you select this firm and what were the deciding factors?
I had talked with Daryl about the challenges I was facing in my business, and through that dialog it became clear that his team could help us out in a meaningful way.
Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.
We met to review "where we were" with our current accounting resources and reporting outputs. Vistance identified some areas we could improve upon -- as well as some HR opportunities we should address.
Describe their billing or cost structure.
Billing was based on a monthly flat rate on estimated hours. If hours went beyond, there was a discounted hourly used for those incremental hours.
How many resources from the firm's team worked with you, and what were their positions?
We worked with one their key bookkeepers, as well as Daryl.
RESULTS & FEEDBACK
Can you share any measurable outcomes of the engagement or general feedback about the services?
We had immediate eyes on our cash flows -- and we identified opportunities to tighten up our bookkeeping. The results were as promised!
Describe their project management style, including communication tools and timeliness.
Tip to tale, it was a great experience. Great communication, great execution.
What did you find most impressive or unique about this company?
They delivered what they said they would. Today, so many professional services fail to do that -- and they then hide behind 'liability limiting' documents.
Are there any areas for improvement or something they could have done differently?
Everything went well.
RATINGS
5.0
Quality
5.0
Service & Deliverables
"They delivered on what they told us they would."
Schedule
5.0
On time / deadlines
"Very flexible, and always available."
Cost
5.0
Value / within estimates
"Very fair -- for the time they invested."
Willing to Refer
5.0
NPS
Accounting Services for Food Product Distributor
Accounting
Less than $10,000
Mar. - Aug. 2021
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
" If they didn't have an internal person to support their tasks, they have been able to refer to someone reputable."
Aug 19, 2021
Managing Partner, Food Product Distributor
Anonymous
Food & Beverages
1-10 Employees
Online Review
Verified
Vistance Capital Advisory has been hired by a food product distributor to evaluate their cost modelling and analyze their financial statements.
The client has gained valuable insights from Vistance Capital Advisory. This has been thanks to their punctuality and great attention to detail. They have also been meeting their deadlines accordingly, thanks to their professionalism and communicative attitudes.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
Food & Beverage Sales, Managing Partner
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Vistance Capital Advisory, and what were your goals?
Evaluate cost modelling, and analyze financial statements
SOLUTION
How did you select this firm and what were the deciding factors?
Board of trade contact and several follow-up meetings prior to appointment
Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.
Various - mainly Excel modeling with experience in Quick Books required
Describe their billing or cost structure.
Hrly
How many resources from the firm's team worked with you, and what were their positions?
Two Owner and lead accountant
RESULTS & FEEDBACK
Can you share any measurable outcomes of the engagement or general feedback about the services?
Gained valuable insights in to our business that had yet to be uncovered and will serve for better planning in the future
Describe their project management style, including communication tools and timeliness.
Very punctual and good attention to detail. All communication met the deadlines put forth. Very professional to deal with throughout the entire process
What did you find most impressive or unique about this company?
Ability to draw on in-house expertise to tackle distinct tasks. They're a good one-stop shop. If they didn't have an internal person to support their tasks, they have been able to refer to someone reputable. They're also really resourceful.
Are there any areas for improvement or something they could have done differently?
Contact Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post
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