Are You Stressed About Your Finances?  You’re in the right place.

Fractional CFO Services & Coaching

(at a fraction of the cost of a full-time CFO)

Strategic, forward looking support for entrepreneurs to supercharge growth, boost profits, and accelerate positive cashflows

Schedule Your Discovery Call

Companies we have worked with:

We are now bringing our experience, knowledge and best practices gained from leading companies and offering CFO services to small and medium sized businesses

  • Strategic insights
  • Fresh perspectives
  • Straight talk,  no BS

What is a Fractional CFO?

  • A Fractional Chief Financial Officer (CFO) is an experienced professional who works with your business on a part-time basis…at a fraction of the cost of a full-time CFO (eg 15 hours per month)

When Do I Need a Fractional CFO?

  • Growing business with annual revenues of at least $500,000
  • Using a bookkeeper or accountant today but need more
  • Can’t afford a full-time CFO at $180-300k / year, plus benefits and bonus
  • Know you need to scale but don’t know where to start
  • Need strategic forward looking advice to grow your business
  • Want to understand your monthly financials, trends and variances
  • Need help with projecting future cashflows, revenues and profit
  • Require an executive level financial coach to bounce ideas off of
  • Need assistance in establishing strategic goals & business objectives

Benefits of a Fractional CFO

  • EXPERTISE – Highly trained, having experience with multiple companies in a variety of industries
  • FLEXIBILITY – No commitment of a full-time hire. Not seeing value – End the partnership at no extra cost
  • COST-EFFECTIVE – Perfect for those businesses who cannot afford the cost of a full-time experienced CFO
  • OBJECTIVITY – As an outside party, a fractional CFO can provide unbiased financial advice and perspective
  • SCALABILITY – Can scale their service offering  to match your needs and stage of business
  • INSTANT VALUE – Experts in quickly getting up to speed to hit the ground running
Count Me In!

~ At CFO Sense, we also offer a 30 Day Money Back Guarantee ~

CFO Sense is a fractional CFO firm headquartered in South Central Ontario, Canada.  We are technologically equipped to offer our services to small and medium sized businesses across Canada and around the globe (Virtual CFO), as well as serving our regional market in a hands-on capacity.

Mark DesLauriers, our founder and CEO, is a CPA, Chartered Accountant and fellow entrepreneur, with over 30 years of diverse financial and operations experience helping businesses grow and prosper…learn more about Mark

INTEGRITY

 

We act with integrity, honesty and respect in the work that we do, the people we interact with, and the decisions we make; we will always do what is right while upholding the highest ethical standards

INNOVATION

 

We constantly innovate, experiment and learn in our quest to create new value for our clients; we are curious, encourage ideas, always ask ‘why’ and take intelligent risks

DEPENDABILITY

 

We are reliable and dependable, and will work as a team to follow through on our commitments with consistent high quality on a timely basis; we are accessible to our clients and anticipate their needs

Our Core Values

OPENNESS

 

We are open and transparent with those around us, focused on building strong, positive relationships that increase long-term client loyalty; we seek first to understand and are receptive to feedback

EXCELLENCE

 

We relentlessly pursue continuous improvement and excellence in our services, and define success as getting the right things done well; we are laser focused on operational excellence in everything we do

TEAMWORK

 

We deeply understand that the whole team is greater than the sum of our parts; we create mutually beneficial partnerships to collaborate, problem-solve, and work efficiently together in serving our clients

A Simple Formula For Long-Term Success

1

Schedule a Complimentary Consultation to Discuss Your Needs

 

$

2

We Deliver You a Comprehensive Strategy & Action Plan and Get to Work

 

$

3

Your Business Thrives Allowing You to Live the Life You Envisioned

 

Start Now!

Learn your numbers, feel empowered, and make more informed decisions

We Offer a Convenient Fixed Fee Monthly Package

Core Services:

  • Analyze monthly financial results, trends, key metrics
  • Prepare budgets & forward projections (rolling 12 months)
  • Future cashflow forecasting (rolling 3 / 12 months)
  • Scenario (“what-if”) analysis – impact on profit and cashflow
  • Industry benchmarking
  • Goal setting & action plan tracking
Part of monthly CFO Report

How We Work Together:

  • Monthly CFO strategy call (60-90 minutes) + CFO Report
  • Tactical check-in call mid month (30 minutes)
  • Ongoing consultation on major initiatives, purchases, and new hires
  • Unlimited year-round text support
  • Seamless coordination with your bookkeeper, accountant and bank
  • Optional :  We facilitate a 2-day strategic planning session – onsite
Sign Me Up!

We also take on engagements on a project basis

See our Services page for more details

Our services are month to month.  No long-term commitment required.

PLUS our 30-day money back risk-free guarantee if we don’t deliver significant value