Fractional CFO Services in Ontario

Financial Clarity. Strategic Direction. Sustainable Growth.

Our Fractional CFO Services provide the financial insight and leadership your business needs — at a fraction of the cost of hiring full-time.

We help growing companies turn data into decisions, build financial confidence, and create a clear path to profitability and cash flow stability.

Who We Work With

  • Privately held family owned businesses with $1 million+ annual revenue ready to scale
  • Companies with a bookkeeper or accountant but lacking executive financial leadership
  • Owners who want to understand financial performance and trends
  • Teams that need forward-looking forecasts and strategic financial plans
  • Visionaries seeking a financial partner and coach to support decision-making

Why a Fractional CFO

A Fractional CFO brings senior-level expertise without the full-time expense.

We offer experienced leadership, actionable insight, and accountability to drive better results.

 

Benefits include:

  • Expertise: Access decades of financial and operational experience.
  • Flexibility: Month-to-month engagement, no long-term contracts.
  • Cost-Effective: Strategic leadership without a $200K+ salary commitment.
  • Objectivity: An unbiased partner focused on your business goals.
  • Scalability: Services tailored to your stage of growth.
  • Instant Value: We quickly integrate into your business and deliver results fast.

1. Our Monthly Fixed Fee Package

Core Services:

  • Analyze monthly results, trends, and key metrics
  • Prepare budgets and forward projections (rolling 12 months)
  • Deliver cash flow forecasts (3 and 12 month horizons)
  • Conduct scenario and “what-if” analysis for strategic decisions
  • Provide industry benchmarking and KPI tracking
  • Guide goal setting and action plan accountability
Part of monthly CFO Report

How We Work Together:

  • Monthly CFO Strategy Call (60 minutes) with CFO Report
  • Mid-Month Tactical Check-In (30 minutes)
  • Ongoing consultation on major initiatives and financial decisions
  • Unlimited text/email support for quick answers and insights
  • Collaboration with your bookkeeper, accountant and banker
  • Optional Onsite Facilitation: Two-day strategic planning session

 If you’re ready for clarity, accountability, and better financial results, we can help

Book A Discovery Call!

All services are month-to-month – with no long-term commitment and a 30-day money-back guarantee if we don’t deliver significant value

2. Project-Based CFO Support

For one-time initiatives, we also offer project-based engagements

Specialties include:

  • Strategic & business planning facilitation
  • Accounting system design & implementation
  • Financing strategies and lender support
  • Foreign exchange and risk management
  • Process optimization and profitability improvement
  • Mergers, acquisitions and exit planning

Each engagement is scoped with a Statement of Work and estimate, ensuring clarity on deliverables, cost, and timelines