Financial leadership for growing businesses — without the full-time price tag.
There's a stage when bookkeeping and a T2 return aren't enough anymore. You need someone looking at the business with a CFO's eye — cash flow into next quarter, KPIs that actually tell you something, board-ready numbers, and advice on the financial decisions that move the needle. That's where Fractional CFO comes in.
What we deliver
Incorporated businesses typically between $1M and $10M in annual revenue
Founders who are managing the business by gut and want to start managing it by numbers
Companies that have raised capital or are preparing to
Businesses with a board, investors, or lenders asking for regular reporting
Owners planning a sale, succession, or expansion in the next 1-3 years
What's included
Monthly financial review and management reporting pack
KPI dashboard build — tailored to your business model, not a generic template
13-week and 12-month rolling cash flow forecasting
Budget vs. actual variance analysis
Board-ready financial reporting and commentary
Strategic advisory — pricing, margins, hiring decisions, capital investment
Direct CPA access between meetings for ad-hoc questions