EMPOWER YOUR BUSINESS

wITH STRATEGIC FINANCIAL LEADERSHIP

Expert CFO Services for Startups and SMBs

Is a Fractional CFO the right solution for my business?

A Fractional CFO offers the strategic expertise of a full-time CFO but with flexibility and cost-effectiveness tailored to your business needs. Whether you are navigating growth, a new business direction, preparing for an exit such as a sale, or looking to cut costs and modernize your business by optimizing your financial processes, our fractional CFO services are here to guide you every step of the way. We also provide interim CFO Services when your finance function is in transition, and you need to parachute an interim finance leader with the experience to support your business.

Our Mission and Values

  • Commitment: Partnering with you to achieve financial clarity and growth.

  • Expertise: Delivering actionable, data-driven insights.

  • Flexibility: Tailored solutions for every stage of your business.

Why Choose Us

  • Affordable financial leadership tailored to your needs

  • Experts in Financial Strategy

  • Results-driven approach with proven success in startups and SMBs.

Learn more about us

Who we are

Our team of seasoned financial experts brings decades of experience helping startups and SMBs achieve their goals. We specialize in Fractional CFO services to unlock your business's full potential.

Case Study: Transforming a Manufacturing Business

Scenario:

A mid-sized manufacturing business needed coaching to improve its internal financial processes.

Solution:

  • Provided training for the finance team to streamline forecasting and reporting.

  • Implemented process improvements, saving $250K annually.

    Outcome:

  • The business gained confidence in its financial decisions and achieved sustainable growth.

Tiers

Explore our tiered options to find the perfect solution for your needs. Whether you're looking for essential features or premium offerings, our comparison chart below makes it easy to see which tier fits you best. Designed to give you clarity and flexibility, our tiers ensure you get exactly what you need—no more, no less.

Key Deliverables
ESSENTIALS
GROWTH
STRATEGIC PARTNER
Financial Health Checkup
✔
✔
✔
Initial cash flow plan and basic financial setup
✔
✔
✔
Compliance basics ( HST , accounting setup)
✔
✔
✔
Automated setup of essential financial reports
✔
✔
✔
Action plan
✔
✔
✔
Investor-ready financial documents and pitch preparation
-
✔
✔
KPI tracking dashboards for ongoing performance monitoring
-
✔
✔
Scenario modeling for growth and funding discussions
-
✔
✔
Advanced scenario modeling and long-term financial roadmap
-
-
✔
Custom financial reporting tailored to key stakeholders
-
-
✔
Quarterly strategy reviews and updates
-
-
✔
Priority service for urgent financial needs.
-
-
✔

Bespoke

Looking for something unique? We offer custom options tailored specifically to your requirements. Contact us to learn more about creating a bespoke solution just for you.

Get Started Today

Transform Your Business with Expert Financial Leadership

Sign up for a free consultation and receive a custom CFO strategy plan tailored to your business needs. Discover how you can achieve scalable growth and operational efficiency with Fractional CFO services.