Vistance Capital Advisory

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Vistance Capital Advisory is an accounting company. Launched in 2008, the small agency is in Toronto, Canada. Their services include accounting, commercial financing, funding, & investment, business consulting, finance & accounting outsourcing (FAO), and more.

Client Insights

Industry Expertise

Other industries

50%

Automotive

10%

Consumer products & services

10%

Financial services

10%

Information technology

10%

Medical

10%

Client Size Distribution

Small Business (<$10M) 75%

Midmarket ($10M - $1B) 25%

Common Project Size

$50K-$199K 2 projects

<$10K 1 project

$10K-$49K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
5 Reviews

Vistance Capital Advisory was hired by a multidisciplinary health clinic to correct their financial statements and assist in loan applications to sustain operations during the pandemic. The firm was selected for their reasonable, understanding, and actionable plan. The engagement involved virtual meetings, cleaning up past books, applying for financing, and future accounting maintenance. Despite the unavailability of financing, the clinic continued with Vistance for margin analysis to improve the business. The team comprised of Daryl, a senior accountant, and two other points of contact. The firm was paid a monthly rate.

Lunata Beauty, a haircare tool retailer, engaged Vistance Capital Advisory for managing their day-to-day financial needs. The firm was selected based on excellent recommendations from trusted clients. Vistance was instrumental in cleaning up the company's financials, preparing for due diligence, and assisting with projections and investor documents. After a successful funding round, Vistance continued to cater to the company's financial needs. The team comprised of 3-4 people, including senior management and assistants. The firm was paid monthly.

A food and beverage sales company hired Vistance Capital Advisory to evaluate cost modeling and analyze financial statements. The firm was selected through a board of trade contact and several follow-up meetings. The engagement involved Excel modeling with experience in Quick Books. The team comprised of the owner and a lead accountant. The firm was paid on an hourly basis.

Timeliness

5.0

Service Excellence

5.0

Value

4.9

Would Recommend

5.0