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Core service

Strategic financial leadership, sized to your business.

Our fractional CFO service gives owner-managed businesses and startups part-time, senior-level financial strategy and decision support, without the cost of a full-time executive.

You get a CPA and MBA in your corner for the decisions that matter: pricing, hiring, financing, expansion and how you pay yourself.

Book a fractional CFO consultation +1 (647) 560-6570
Laptop displaying a financial dashboard with key metrics

What’s included

  • Cash flow forecasting and working capital management
  • Budgeting, variance analysis and KPI dashboards
  • Financing readiness: lender packages, pitch decks and covenant reporting
  • Salary versus dividend optimization and owner compensation planning
  • Corporate restructuring and holding company strategy
  • CRA audit support, tax risk management and board reporting

Who it’s for

  • Businesses earning roughly $1M to $20M that have outgrown basic bookkeeping
  • Startups preparing to raise capital or apply for financing
  • Owners planning an expansion, acquisition or exit
  • Leadership teams that want monthly numbers they can act on

Our process

How we worktogether.

  1. 01

    Financial health check

    We review your numbers, systems and goals to find the quickest wins.

  2. 02

    Roadmap

    We agree on priorities, KPIs and a meeting rhythm that fits your business.

  3. 03

    Monthly leadership

    We deliver forecasts, dashboards and decision support every month.

  4. 04

    Grow & refine

    We adjust the plan as your business scales, raises capital or restructures.

FAQ

Fractional CFO:common questions.

What does a fractional CFO do?

A fractional CFO provides senior financial strategy on a part-time basis: forecasting, budgeting, financing, KPI reporting and decision support, typically through a monthly retainer.

When does my business need one?

Common triggers include rapid growth, cash flow pressure, raising financing, a planned acquisition or sale, or simply wanting to make decisions from reliable forward-looking numbers.

How is it priced?

Engagements are quoted as a fixed monthly fee based on scope and meeting frequency, so you always know your cost up front.

Further reading

More core services

Free consultation

Ready to get started?

Book a free 15-minute consultation about Fractional CFO Services. We will confirm what you need and quote a fixed fee before any work begins.

Book a fractional CFO consultation +1 (647) 560-6570
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