
MAKE SENSE OF YOUR BUSINESS
BUSINESS IS HARD...
We are Refine Financial and we know that you have questions: What are the actual margins? What is happening with cash? Buy or Sell? What are the options? Does it need to be this complicated? Set your mind at ease. Let us help. We have helped many companies and we can help you too.
...LET US HELP
At Refine, we know that not all businesses need a full-time senior financial presence to give clarity. That is why we offer solutions to work with select companies and help get answers. We value relationships and want to walk the path with you.

“Refine has been a crucial component in managing our growth and our relationships with financing partners. They understand the challenges of our business while bringing an enterprise level of sophistication to our financial systems and processes.”
1. Schedule an Introduction
Let’s meet so that you can learn more about us and we can learn about you.
2. Meeting
We will clarify your vision and, based on our experience, provide clarity to your questions.
3. Feedback
We will discuss a plan on how we can help you reach your goals for your accounting and finance needs.
SIMPLE 3 STEPS

“Refine helped us corporately restructure in the US, Europe, and Canada, all while driving the completion of our ERP.”
Process
RE:FOCUS
Through our experience and your long-term vision, we identify what your true priorities are and integrate them into everything we do. This helps us drive results by refocusing efforts in areas of true value
RE:DUCE
By understanding key components, we can take out what's complicated and redundant - leaving only that which adds value
RE:BUILD
Lastly, we are able to build simple, tailored, solutions that provide efficiency and effectiveness for all users
Services
STRATEGIC ADVISOR
We work in various roles as an advisor to help you deal with the situation at hand. Whether the need is to get financing, negotiations, mergers and acquisitions or work inside the business - Refine is here to help
BUSINESS PARTNER
Our function is to be part of your team, as an extension of your staff, in your boardroom, working for (and with) you. Our focus is on getting the work done, the first time, without making it complicated
OPERATIONAL SUPPORT
The saying, “What gets measured, gets managed” has never been so true as in today’s markets. We provide you the information you need to manage the engine of the company

“Refine helped me negotiate the purchase of my building and raised the financing I needed to close the deal.”
Ready to get things started?
Schedule a Meeting
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Contact Us
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