CFO Advisory

Your Chief Financial Officer (CFO), virtually.

We deliver strategic financial support at a fraction of the cost of a full-time CFO, partnering with you to deliver both immediate and sustainable results.


We turn your data into information that can be used to measure financial performance, surface issues, identify growth opportunities as well as process inefficiencies


We bring an agile approach to cashflow and income forecasting that will help you and your
team consider a range of outcomes through dynamic scenario planning.


We are passionate about leveraging our combined 20+ years of Board and senior financial leadership experience to provide small businesses and not-for-profits across Canada a unique perspective on a range of issues, including quality of recordkeeping, stakeholder reporting and performance management.

Our CFO Advisory Services Can Help Your Business With

Financial Modeling

Profit and Margin Leakage Deep Dives

Audit Committee and Board Reporting

Cash Flow Analysis

Revenue and Expense Forecasts

Key Performance Indicators

What Our Clients Are Saying

Budgeting and Cash Flow Forecasting

We understand that running a business is a journey. We’ll provide the financial roadmap with accurate revenue and expense forecasting, and track progress against those targets to bring clarity to your financial future. Our easy-to-understand financial models take the mystery out of cash flow forecasting, keeping you in the driver’s seat when adjustments need to be made.

Achieve Business Goals Sooner

We help identify, develop, and track your key performance indicators (KPIs) to assess your company’s progress over time. Together, we’ll analyze the data to create and implement strategies that put you closer to your long and short-term business goals sooner.


Seasoned Financial Advice When You Need It

Business never sleeps, and when you need to make a move, you want access to reliable financial insights quickly. We put our vast senior leadership experience in banking, public accounting, and the non-for-profit sector to work for you, delivered with courtesy, empathy, and clarity so your current financial position is never in doubt.

Ready to explore a brand new way to grow your business?

Schedule a complimentary business review today!

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