"Our board used to get whatever numbers I could pull together. Now every meeting starts with a clear report and an updated forecast."
Ethan Roy
Dental Clinic, Practice Manager
CFO Services for Small Business Owners in Canada
Our fractional CFO services give you financial forecasting, budgets with monthly variance reviews, and board and investor reporting, without a full-time hire.
Challenges
Why Do Growing Businesses Turn to Small Business CFO Services?
- Budgets get set once a year and never compared against actual results
- Growth decisions are made without a forecast to test them against
- Cash shortfalls show up with little warning
- Board meetings run on numbers pulled together the night before
- Investors ask for reporting the business isn’t set up to produce
- A full-time CFO salary is out of reach at this stage
Financial Forecasting
Financial forecasting built from your actual results, covering revenue, expenses, and cash flow ahead.
Budgeting & Financial Planning
Annual budgets and financial planning tied to your goals, grounded in your books through our CFO accounting services.
Monthly Variance Review
Real results compared against budget each month, with the gaps explained and the plan adjusted.
Board Reporting
Business performance reporting for your board, covering results, budget variances, and updated forecasts.
Investor Reporting
Investor reporting that presents your results and forecasts clearly for current and prospective investors.
Why Choose Us
Why Growing Companies Choose Our Virtual CFO Support
Part-Time Cost
You get senior financial input without carrying a full-time CFO salary.
Your Numbers, Finally Working For You.
One conversation, and financial guidance becomes part of how the business runs, not an afterthought.
Data Security
Your Forecasts and Reports Stay Safe with Us
Only vetted specialists can access your financial data, handled under PIPEDA and provincial privacy laws, including Quebec's Law 25.
INDUSTRY EXPERTISE
Expert Support for Your Industry
Professional Services Firms
Client profitability, receivables, and GST/HST tracked together.
Know More →Construction Companies
Job costs and holdbacks by project, with T5018 slips for every subcontractor.
Know More →Real Estate Businesses
Rental income, property expenses, and portfolio performance in one view.
Know More →
Your Numbers, Finally Working For You.
One conversation, and financial guidance becomes part of how the business runs, not an afterthought.
Onboarding Process
Get Your CFO Support Started in Three Simple Steps
Step 1
Discovery Call
Our CFO consulting services start with a look at your current results, goals, and reporting needs.
Step 2
Budget & Forecast Build
We build your budget and financial forecasts from your actual numbers.
Step 3
Review & Report
Each month we review results against budget and prepare reports for your board or investors.
Testimonial
Trusted by Hundreds of Businesses Across Canada
FAQs
The questions that decide it.
You don't buy all of this on day one. You start where you are, and we're already there for the next stage. Each one makes the next one possible.
What CFO services do you provide for small businesses?
Our CFO services for small business owners cover financial forecasting, budgeting and planning with monthly variance reviews, and board and investor reporting.
What is included in virtual CFO services?
Do you offer fractional CFO services?
How can CFO advisory services help my business grow?
Can you assist with budgeting and forecasting?
Do you help with cash flow management?
When should a business hire CFO consulting services?
Why choose a virtual CFO instead of a full-time CFO?
One partner. Every stage.
