Fractional CFO Services for Growing Canadian Businesses
- Canada-wide Service
- Fixed Monthly Pricing
- No Long-Term Contract
- Response Within One Business Day
Ongoing financial leadership without hiring a full-time CFO — so you understand your numbers, improve profitability, and make better financial decisions with confidence.
- 15-minute consultation
- No obligation
- Quote within one business day
- QuickBooks Online ProAdvisor
- Xero Certified Advisor
- Your books stay in your account
- Remote across Canada
Financial leadership, delivered monthly
A rolling 13-week cash forecast so payroll, taxes, and supplier terms are planned instead of discovered. You know what's coming before it arrives.
Contribution margin by product, job, service line, and customer. Find out which revenue is actually worth having and which is quietly costing you money.
Annual budgets with variance tracking, plus modelling for the decisions that matter: a new hire, a price increase, new equipment, a second location.
A working session on what the numbers mean and what to do next — not a PDF emailed to you after the month has already closed.
Real-time visibility into revenue, gross and net profit, cash position, AR ageing, CAC, LTV, and profitability by segment.
Reporting written for a business owner making decisions, not for a bookkeeper reconciling accounts.
Most CFOs stop at the financial statements
We connect your accounting data to the systems that generate it — your CRM, your ad platforms, your operations. So the reporting explains not just what your margins are, but where they came from.
See which channels generate profitable customers, not just leads. Full-journey reporting across Google Ads, Meta, email, and referrals — so marketing spend becomes a line you can actually evaluate.
Identify repetitive admin that can be automated: client onboarding, invoice reminders, approvals, recurring reporting. Less manual work, fewer errors.
Recommendations on accounting, reporting, and operational software, and bringing that data into a single executive view.
Fractional CFO support is a flat monthly fee based on scope, reporting cadence, and complexity. No hourly billing and no surprise invoices.
- Flat monthly fee, agreed before we start
- Scope and deliverables in writing
- Project work quoted as a fixed fee
Most clients pair this with monthly bookkeeping so the data behind the insights stays accurate.
What happens next
What happens after you request a review?
Four steps, no sales pitch.
A few quick details about your business. Takes two minutes.
We review your current reporting, systems, and financial visibility, and tell you what's missing.
In writing, usually within one business day. No obligation.
Monthly reporting, forecasting, and strategy sessions built around the decisions you're actually making.
Why us
Why businesses choose us
Frequently asked questions
How we work
How we work
Business technology, reporting, automation, and marketing performance advisory are provided as part of our Fractional CFO services where appropriate and based on each client's operational needs.
Get financial leadership without the full-time hire
Book a 15-minute consultation. We'll review where you are, what reporting you need, and come back with a scope and flat monthly quote.
- 15-minute call · No obligation
- Scope and price in writing, in one business day
- Your books stay in your account