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

SERVICE

 

  • Create enduring value and lasting relationships
  • Lead with a teaching mindset
  • Client before self

VULNERABILITY

 

  • Take risks and learn from mistakes
  • Embrace transparency
  • Open and honest in all communications

HEALTHY

 

  • Balance ambition with mindfulness and self-care
  • Encourage work-life harmony for both clients and team members

Our Core Values

GROWTH

 

  • Commitment to continuous improvement
  • Be adaptable and resilient in the face of challenges
  • Empower others to grow

COLLABORATION

 

  • Value diverse perspectives to strengthen decision-making
  • Build strong partnerships through active listening and mutual respect

GRATITUDE

 

  • Show appreciation for clients, partners, and team members
  • Celebrate the small stuff
  • Practice humility

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