Part-time CFO services
The support of a chief financial officer when you need it, without hiring a full-time executive.
What the service includes
We turn your accounting data into decision tools: a budget, cash flow forecasts and indicators reviewed with management every month.
- Annual budget and variance tracking
- Cash flow forecasts
- Dashboard and key performance indicators
- Profitability analysis by product, service or client
- Preparation of financing files
- Participation in management meetings
Good to knowA budget is only useful if it is followed. Each month we compare your actual results with your forecasts and adjust course with you.
Who this service is for
Growing businesses
Your decisions call for more than an annual report, but not yet a full-time CFO.
Businesses seeking financing
You are preparing a loan application or an investment round and need solid numbers.
Owner-managers
You want someone to test your plans with before you commit to spending.
How it works
Assessment
We analyze your results, your cash and your commitments.
Tools
We build your budget, your forecasts and your dashboard.
Meetings
We review progress with you every month or every quarter.
Frequently asked questions
How is this different from bookkeeping?
Bookkeeping records what happened. CFO services use it to plan what comes next: cash, investments and financing.
How much time per month should we plan for?
From a few hours to a few days, depending on the size of the business and your projects. The mandate is set out in writing at the start.
Can you support us with the bank?
Yes. We prepare the financial file and can take part in meetings with your financial institution.
Let’s talk about your business
A first meeting to review your accounting and your human resources needs.
- Phone
- 263 866-0018
Request a consultation
Tell us what you need and we will get in touch.