SERVICES

A fractional CFO is a part-time CFO (Chief Financial Officer) who partners with small and mid-sized growing businesses (typically between $500K - $40MM in annual revenue) that need financial expertise & leadership in managing their financial operations, but that may not have the resources or budget to afford a full-time CFO.

Our solutions provide the financial management and planning capabilities that are required to successfully grow a business (including budgeting, forecasting, and project planning).

We work as an independent contractor and don’t require a physical presence in your company’s office.

We contribute consistent and on-going guidance toward your goals.

We typically work with the owner and/or CEO, and other key stakeholders to put together strategies, execute upon the plans, and make course corrections along the way – all based on the metrics from the business, and our financial & business expertise.

We endeavour to ensure the company’s resources are allocated efficiently, profit is maximized, and financial risks are minimized.

In a nutshell, we help our clients

1. Leverage their time (with executive-level financial leadership and management).

2. Increase cash flow, profit, company value and company scalability.

3. Reduce stress.

4. Achieve clarity with respect to their business’s finances – NOTE: as a business leader, you’ve got to be looking at your numbers!

5. Have a business that can run without them.

We collaborate with tax accountants and other 3rd parties in support of our clients' businesses.

1. We don’t do taxes, and with respect to bookkeeping, we prefer to provide technical oversight & support, without doing the bookkeeping ourselves (although we can help you get caught up and establish efficient systems and processes).

2. Many of our clients have full-time on-staff bookkeepers; some have independent contractors.  We can help you get set up with a bookkeeper, if required.