Fractional CFO services for growing companies
Senior finance leadership, sized to the business. We give owners and founders the forecasts, controls and judgement of a CFO, without the cost of a full-time hire.
When clients call us
When the finance function has to catch up with the business
Most clients call us when the business has outgrown its bookkeeping but does not yet need a full-time CFO.
Growth has outpaced the numbers
Revenue is rising, but reporting is late, margins are unclear and cash is harder to predict.
Cash is tighter than it should be
The business is profitable on paper, but working capital and payment timing keep squeezing the bank balance.
Preparing to raise capital
Investors and lenders will want a model, clean financials and clear answers to hard questions.
An acquisition or a sale ahead
A transaction needs someone to run the numbers, the diligence and the integration alongside the day-to-day.
The owner is still the finance team
Decisions depend on one person’s spreadsheet, and there is no monthly view the team can rely on.
The board wants better reporting
Directors and investors expect a regular package with KPIs, variance analysis and a forecast they can trust.
How we help
Finance leadership across the full cycle
Fractional CFO services for owner-led and investor-backed companies in Vancouver and across Canada: planning, cash, capital, transactions and reporting. The support scales up or down with what the business needs.
Financial planning and analysis
Budgets, rolling forecasts and scenario models, with monthly variance analysis that shows where the plan is working and where it is not.
Cash flow and working capital
A 13-week cash forecast, tighter collections and payables, and a clear view of how much cash the business needs to grow.
Capital structure and financing
The right mix of debt and equity for the stage of the business, and the model and materials to put in front of lenders and investors.
Mergers and acquisitions
Due diligence, valuation and deal support for acquisitions and sales, and the integration work that follows.
Reporting, controls and accounting
Month-end close, management reporting and internal controls, with full-cycle accounting under GAAP or IFRS where the business needs it.
Board and investor reporting
Board packs, investor updates and KPI dashboards that give stakeholders a consistent, reliable view of performance.
Our view
A CFO earns their keep in the decisions, not the reports
Clean books and timely reports are the starting point. The value of a CFO is in what happens next: which customers and products earn their keep, how much cash growth will consume, and when to raise capital or hold back.
We work as part of the leadership team, not as an outside reviewer. The person who builds the forecast sits in the meeting where it is used, and stays through the decisions it informs.
Watch: Fractional CFO for Growth
How an engagement works
From first review to a finance function that runs
We start with a short diagnostic, agree the scope, and then work to a regular monthly rhythm. Support can scale up for a raise, a transaction or a busy season, and back down afterwards.
Need hands-on accounting and month-end support rather than strategic finance? Our fractional controller service covers the close, reporting and controls.
- DiagnosticReview the books, reporting, cash position and systems, and agree the priorities.
- FoundationsFix the chart of accounts, the month-end close and the reporting so the numbers can be trusted.
- ForecastBuild the budget, the cash forecast and the model the rest of the work runs on.
- Monthly rhythmManagement reporting, variance review and a standing meeting with leadership.
- Strategic supportCapital raising, pricing, acquisitions and board work as the business needs them.
Need senior finance support without a full-time hire?
What you receive
A finance function you can run the business on
Every deliverable is built to be used by management, the board, lenders or investors.
- A monthly management reporting package with KPIs
- A budget, rolling forecast and 13-week cash forecast
- A three-statement financial model for planning and capital raising
- Board and investor updates on a regular schedule
- A documented month-end close and internal controls
- Financial analysis behind major decisions, from pricing to acquisitions
Selected clients
Companies we have worked with
Frequently asked questions
Questions we hear most often
What does a fractional CFO do?
A fractional CFO provides senior finance leadership on a part-time basis: forecasting, cash management, reporting, capital raising and support on major decisions. Read our guide to the role.
When does a company need a fractional CFO rather than a full-time hire?
Usually when the business has outgrown basic bookkeeping but does not need, or cannot yet justify, a full-time CFO. A fractional arrangement gives you the same judgement, sized to the work.
How much time do you spend with the business?
It depends on the stage and the priorities. Some clients need a few hours a week, others need more support around a raise, an acquisition or year-end. The scope can scale up or down as needs change.
Do you also handle bookkeeping and accounting?
Yes. The service can cover full-cycle accounting, including bookkeeping, payables, receivables, payroll, month-end and year-end closing, and financial reporting.
Do you only work with companies in Vancouver?
No. We are based in Vancouver and work with companies across British Columbia, including Victoria and Kelowna, and across Canada, including Alberta, Toronto, Montreal, Ottawa, Winnipeg and Atlantic Canada.
How are fees set?
Fees depend on the scope and complexity of the work. We confirm them in an engagement letter after a first conversation, so the cost is clear before work begins.
Have a question that isn’t covered here? Start a conversation.
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