CA Associates & Co.

Financial leadership for your next stage.

Corporate financial advisory across Fractional CFO, governance, regulatory compliance, funding, valuation, and transactions, supporting businesses through growth and change.

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An abstract capital stack: layered blocks rising into an ascending line of decision points.
Capital, compliance and reporting, read as one structure.

Decisions made in public need records that hold.

Boards, investors and regulators read the same numbers. Our work is to make those numbers legible, defensible and ready for the conversation that follows.

Six capabilities connected to one advisory practice.

Six capabilities. One connected view.

  1. Capital & Transactions
  2. Tax & Regulatory
  3. Audit & Assurance
  4. Fractional CFO
  5. Corporate Governance
  6. International Business

An engagement reads like a document, not a pitch.

A filing: layered documents with a seal.

Regulatory work

Scope, dependencies and the documents a filing actually needs — written down before work starts.

A governance structure: a board above three committees.

Governance work

Board and committee structure, records and reporting lines that survive scrutiny.

Clear support for your next step.

Individual income tax

Bring every income into focus.

Salary, investments and filing, handled in one conversation.

 GST filing and reconciliation

GST, minus the guesswork.

Returns and reconciliation checked against your books.

 Company incorporation

Start on a clear footing.

Incorporation, first filings and the records that follow.

What a first engagement looks like.

Capital readiness

A funding conversation starts with the records an investor will read: the cap table, the runway, and the assumptions behind both.

What changes: the questions you can answer before they are asked.

Governance records

Board minutes, statutory registers and filings checked against the requirements that actually apply to your company.

What changes: a board pack that survives scrutiny.

Reporting cadence

A monthly pack that shows cash, commitments and variances in the same form every month, so the trend is visible.

What changes: decisions made from the same numbers.

How an engagement runs.

  1. Scope

    What decision is being made, which records exist, and what is missing. Written down before work starts.

  2. Evidence

    The documents, positions and assumptions the conclusion will rest on, assembled and checked.

  3. Review

    The position tested against the standard that applies, with the open questions named.

  4. Record

    A document the board, the auditor or the investor can read without a meeting.

“No number leaves this practice without the assumption it rests on and the document it came from.”

Working principle — not a client testimonial.

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Discuss the financial decisions shaping your next step.

Share your business context and objectives. A consultation can help clarify the questions, scope and information needed for a possible engagement.

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