Your business is changing.
Your financial view should too.
For owners, founders and leadership teams who need stronger financial visibility as they manage cash, improve performance or prepare for a major decision.
Focused on your next decision.Cash flow · Performance · Planning
The next decision matters
more than the company size.
Fractional CFO for Small Business
Your business has outgrown basic reports. You need a clearer view of cash, margins and what the operating plan will require.
- Cash flow and working capital planning
- Pricing, profitability and staffing analysis
- Budgets and recurring management reviews
Fractional CFO for Startups
You are managing runway, testing the business model or preparing credible financial information for a funding conversation.
- Burn rate, runway and capital requirements
- Unit economics and growth scenarios
- Investor forecasts and use of funds
Fractional CFO for Business Growth
New teams, locations or products bring new commitments. Understand the financial impact before expanding the operating model.
- Hiring, capacity and new-location scenarios
- Capital planning and financing analysis
- Management reporting as operations expand
Teams Without Senior Finance Leadership
Your records are being maintained, but management needs someone to interpret the results and guide financial planning.
- A regular financial review cadence
- KPI dashboards and performance analysis
- Support for owners, management and boards
Recognize any of these?
Sales are healthy.
Cash still feels tight.
Collections, inventory and operating commitments make the cash position difficult to predict.
You know revenue.
Profitability is less clear.
You need to understand which products, customers, services or locations contribute to the result.
A major decision
is on the table.
Hiring, expansion, funding or an acquisition requires a financial assessment before you commit.
Different operating models.
Different financial questions.
We connect the analysis to how your business earns revenue, incurs costs and uses cash.
SaaS Fractional CFO
Connect recurring revenue growth with acquisition costs, retention and runway.
Explore industry support- MRR and ARR
- Churn, CAC and lifetime value
- Burn rate and funding runway
Subscription and growth assumptions linked to a forecast for management and investors.
Fractional CFO for E-Commerce
Understand profitability across products and channels, including the cash tied up in inventory.
Explore industry support- Product and channel margins
- Inventory and cash conversion
- Advertising and acquisition economics
Product, channel and inventory scenarios that show the impact on profit and cash.
Fractional CFO for Nonprofits
Connect funding commitments, program costs and organizational sustainability.
Explore industry support- Program budgets
- Restricted-fund visibility
- Grant and board reporting
Budgets and cash scenarios that support program planning and funding conversations.
Law Firm Fractional CFO
Assess practice profitability, billing, collections and the cost of delivering legal services.
Explore industry support- Matter and practice-area profitability
- Receivables and cash flow
- Staffing and compensation scenarios
A clearer view of practice performance and the financial effect of operating decisions.
Built around how
your business works.
We also consider engagements across professional services, healthcare, hospitality, manufacturing, retail and other sectors. Your operating model, financial complexity and support needs determine the scope.
Remote CFO support across Canada
Scheduled virtual meetings and shared financial files connect us with businesses in Vancouver, Toronto, Calgary, Edmonton, Montreal, Ottawa, Winnipeg, Hamilton, Halifax and Kitchener–Waterloo.
Planning across borders
Coordinate CAD and USD forecasts, cash requirements and reporting priorities alongside your Canadian and U.S. accounting and tax advisers.
Find the right fit
for your business.
Understand the role, scope and working relationship before choosing your next step.
Do you require a minimum company revenue?
Revenue alone does not determine the fit. We consider complexity, the decisions ahead, reporting quality and ongoing workload. A focused project may suit some smaller businesses better than a monthly retainer.
Can you help a business under cash flow pressure?
We can assess the cash position and build forecasts and scenarios for management decisions. The engagement depends on urgency, available information and the level of support needed.
Will we need to change our accounting software?
A software change is not automatically required. We first assess whether your existing records and systems can support the agreed reporting and analysis.
Start with the decision.
We’ll help define the support.
Tell us about your operating model, stage of growth and the financial questions you need to answer.