As a Chartered Professional Accountant (CPA), Strategic Advisor, and Coach with over 20 years of experience, I specialize in empowering private companies, charities, and not-for-profit organizations to achieve their financial and strategic goals. My expertise lies in leveraging technology—including AI and automation—to streamline accounting functions, enhance operational efficiencies, and effectively manage risk.What I Bring to the Table:▪ Strategic Advisory & Coaching: I provide personalized mentorship to entrepreneurs and SMEs, helping them scale seamlessly from $2M to $10M+ by overcoming strategic, operational, and technical challenges.▪ Technology Integration: Passionate about deploying innovative software solutions, I've successfully transitioned over 50 companies to cloud accounting & ERP systems and modernized other mission-critical business systems, integrating AI and automation tools to boost productivity, reduce errors, and enhance the security and sustainability of my clients. ▪ Virtual CFO & Controllership Services: Offering strategic financial planning, cash flow management, and growth capital acquisition support tailored to specific industry needs, including construction, property management, and not-for-profits.▪ Risk Management & Process Improvement: I develop and enhance processes and internal controls to mitigate risks, improve governance, and boost profitability and cash flows.★Let's Connect★I'm dedicated to helping businesses navigate the complexities of financial management while leveraging cutting-edge technology to drive growth and efficiency. If you're looking for a Strategic Advisor who can provide valuable insights and practical solutions, let's connect and explore how we can achieve your business goals together.
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FounderFinatica.Is Jan 2020 - PresentEmpowering Business Growth with Tech-Savvy Strategies -
FounderPristine Ledgers 2008 - PresentCanadaEmpowering SMEs with Innovative Accounting Solutions -
ControllerOne On One Staffing Software Ltd. And Mpx Data Systems Inc. 2003 - 2008
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Strategic Analyst & Investor RelationsConsumer Economic Opportunities Inc. 2001 - 2003
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Investment Banking AnalystTd Securities Inc. 1999 - 2001 -
Financial AnalystNortel Networks 1997 - 1998
Walter Bak Education Details
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Cpa, Cga -
Major In Finance With A Minor In Marketing -
Accounting And Finance
Frequently Asked Questions about Walter Bak
What company does Walter Bak work for?
Walter Bak works for Finatica.is
What is Walter Bak's role at the current company?
Walter Bak's current role is CPA | Strategic Advisor | Coach.
What schools did Walter Bak attend?
Walter Bak attended Cpa Ontario, Mcgill University, Thammasat University.
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