From month-end close to long-range financial planning, we give growing businesses the senior financial leadership they need, at a fraction of the cost of a full-time hire.
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We take on the full scope of CFO responsibilities for your business, including cash flow forecasting, financial planning and analysis, budgeting, and investor or lender reporting. We work alongside your leadership team to translate financial data into strategic decisions, helping you allocate capital, manage risk, and position the business for sustainable growth.
We manage your month-end and year-end close process, prepare accurate financial statements, maintain your general ledger, and oversee internal controls. We ensure your reporting is timely, your accounts reconciled, and your financial records audit-ready, so your business operates with the financial discipline of a much larger organization.
We advise on capital structure, debt management, equity financing, and working capital optimization. Whether you are preparing for a financing round, managing a line of credit, or planning an acquisition, we give you the financial modelling and strategic clarity to make confident decisions and present your business compellingly to lenders and investors.
We begin with a thorough review of your current financial position, reporting structure, and strategic goals. We identify gaps in your financial infrastructure and define the scope of CFO or Controller support your business needs.
We establish or strengthen your financial reporting framework, chart of accounts, and internal controls. We ensure your accounting infrastructure supports accurate, timely reporting and gives leadership the visibility they need.
We manage your month-end close, prepare financial statements, and deliver management reports on a regular cycle. You always have current, accurate financials and a senior advisor available when decisions need to be made.
We work with you on budgets, forecasts, and capital planning. Whether you are preparing for financing, managing growth, or planning an exit, we provide the financial leadership and modelling to support every major decision.
Whether you need a CFO for a financing round, a controller to own your close process, or ongoing strategic advisory, we'll tell you exactly what's needed, what it costs, and how we work.
Book a Free ConsultationAn outsourced CFO is a senior financial executive who works with your business on a part-time or contract basis, providing the same strategic guidance as a full-time CFO at a fraction of the cost. They handle financial planning, reporting, and advisory without the overhead of a permanent hire.
A Controller manages the accuracy of your financial records, the close process, and reporting. A CFO focuses on strategy, forecasting, and capital allocation. Many growing businesses need both, and we provide either or both depending on your stage.
Most businesses benefit from outsourced CFO support when revenue grows beyond the point where a bookkeeper alone is sufficient, when preparing for financing or an acquisition, when lenders or investors require more sophisticated reporting, or when strategic decisions require financial modelling and advisory.
We offer fixed-fee monthly engagements scoped to your specific needs. Pricing depends on the level of service required, the complexity of your business, and the frequency of deliverables. We provide a clear proposal before any work begins so there are no surprises.
Yes. We frequently work alongside existing bookkeepers, accountants, and finance staff, providing CFO or Controller oversight on top of their day-to-day work. We integrate with your existing team and tools rather than replacing what is already working.
Yes. Preparing for financing is one of the most common reasons businesses engage us. We prepare the financial models, projections, and reporting packages lenders and investors require, and we work with you to present your business in the most credible and compelling way.
That depends on the scope we agree on. Some clients need weekly touchpoints and active involvement in decisions. Others need monthly reporting and quarterly strategy sessions. We tailor the engagement to what your business actually needs rather than a fixed service package.
We work with businesses across construction, professional services, technology, real estate, and healthcare. Our focus is on incorporated businesses that have outgrown basic bookkeeping and need senior financial leadership to support their next stage of growth.
