Virtual CFO & Advisory

Virtual CFO & Financial Advisory for Growing Canadian Businesses

Growing businesses need financial leadership long before they can justify a full-time CFO. Our virtual CFO service gives you forecasting, budgeting and a regular strategy session, built on books we already keep accurate.

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How we help

  • 13-week and 12-month cash-flow forecasts
  • Annual budgets and rolling forecasts
  • Pricing, margin and break-even analysis
  • Bank loan, line-of-credit and investor readiness
  • Inventory, receivables and working-capital improvement
  • Monthly or quarterly strategy calls with a senior advisor
  • Coordination with your CPA, banker and lawyer

Virtual CFO & Advisory: common questions

How is a virtual CFO different from bookkeeping?

Bookkeeping records what happened. A virtual CFO uses those numbers to plan what happens next: cash, growth, pricing and financing decisions.

Do you give tax planning or legal advice?

We model the financial impact of decisions and work with your CPA and lawyer, who give the formal tax and legal advice.

Get your weekends back from bookkeeping

Book a free 30-minute consultation. We will review your current setup, show you what can be automated and give you a fixed monthly quote, with no obligation.

Book a free consultation [email protected]