Our Services
At Codix, we combine disciplined financial management with practical operational insight to help companies scale with clarity and control. From foundational bookkeeping to advanced public-company reporting and strategic planning, we deliver solutions that enhance performance and support long-term growth.
Bookkeeping
Accurate day-to-day transaction recording, reconciliations, and vendor/customer management, ensuring clean, audit-ready books.
Full-Cycle Accounting Services
Comprehensive month-end and year-end support, including financial statements, accruals, amortization, and management reporting.
Budgeting
Development of detailed annual and multi-year operating budgets aligned with organizational goals.
Forecasting
Forward-looking financial projections and scenario modeling to support informed decision-making.
Legal and Administrative Support
Corporate record-keeping, drafting resolutions, preparing compliance documents, and coordinating regulatory filings.
New Incorporation Setup
Complete setup of new entities, including incorporation, share structure, banking, accounting systems, and payroll onboarding.
Financial Analysis & Business Review
In-depth analysis of margins, KPIs, cost structure, and overall financial performance to identify improvement opportunities.
Business Valuation
Independent valuations to support transactions, investment decisions, and internal planning.
Business Consulting
Operational and financial advisory focused on improving processes, enhancing efficiency, and strengthening execution.
Financial Reporting for Public Companies
Preparation of quarterly and annual IFRS financials, MD&A, audit support, and related disclosure materials.
Public Company Compliance
Management of continuous disclosure, SEDAR+ filings, TSXV/CSE requirements, insider reporting, and governance workflows.
Mergers & Acquisitions Support
Support across the full transaction lifecycle—due diligence, financial modeling, documentation, integration, and restructuring.
Business Strategy & Corporate Governance
Guidance on strategic planning, governance structures, mission and vision development, and long-term organizational direction.