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.