Our Services
We offer Fractional CFO services, providing financial expertise and strategic guidance of an experienced CFO without the full-time cost. We help you overcome financial challenges, optimize strategy, and steer growth.
Explore our standard packages below with monthly fixed billing - no surprises!
CFO Lite
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Financial reports that you can finally understand.
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Review business performance.
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Review and optimize fixed and variable costs.
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Monthly online meeting.
CFO Standard
CFO Lite services, plus:
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Business Forecasts – revenue, cashflows, loan payments.
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Goal setting.
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Help with financing.
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Plan for capital spend and hiring.
- Monthly online meetings x 2.
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On-demand advice and support.
Book a FREE consultation call
CFO Platinum
CFO Standard services, plus:
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Plans to scale and grow.
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Help negotiate with banks, investors and vendors.
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Help analyze new ventures.
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Help develop processes.
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Save for retirement.
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Pay off your house.
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Save for kids education.
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Weekly online or in-person meetings.
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On-demand advice and support.
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Strategy sessions and coaching.
Bookkeeping + CFO Lite
Bookkeeping services:
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Monthly or quarterly bookkeeping with online access.
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GST return and remittance.
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Payroll processing.
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Monthly financial review and action items
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Consultation as needed
Strategy Session
Strategy session:
Half day strategy session in which we help you understand where your business is and how to take it to the next step!
MONEY BACK GUARANTEE:
If you’re not satisfied with our service, you are free to leave at any time. There's no contract or service commitment.
However, to get the full value from your CFO's expertise it’s important that your fractional CFO works with you for 3 – 6 months to understand your business, your needs, your personal and business goals and aspirations and then tailor the help in view of this understanding. We therefore recommend at least a 3 – 6 months relationship.
