CFO & Controllership Services

Senior finance leadership and hands-on financial management

A lot of growing businesses are stuck in the middle: too complex for a bookkeeper to handle alone, but not quite ready to hire a full-time CFO or Controller. That gap is expensive — it means decisions get made without solid financial information, cash flow is a mystery until it's a crisis, and the close process takes forever.

We fill that gap. Our CFO and Controllership team steps in with the experience and structure your business needs, whether that's on a regular part-time basis, through a specific project, or as an interim resource during a transition.

You get a senior finance professional who knows your business, shows up consistently, and gives you the financial clarity to make good decisions — without the cost of a full-time executive.

What We Help With	How We Help You
Fractional CFO	You get an experienced CFO working with your team on a part-time basis — setting financial strategy, presenting to your board or investors, and keeping your finances on track. All the expertise, none of the full-time salary.
Budgets & Forecasts	We build your annual budget, rolling forecasts, and cash flow projections so you know what to expect — and can spot problems early. We keep it practical: models you can actually use to run your business.
Monthly Close & Controllership	We manage your month-end close process, review reconciliations, and make sure your numbers are right before they go to leadership. If your close takes too long or your numbers keep changing, we fix that.
Cash & Treasury Management	We track your cash position, manage banking relationships, and make sure you always know what's coming in and going out. No more cash flow surprises at the end of the month.
Internal Controls	We design the processes and checks that prevent errors and fraud — making sure the right people approve the right transactions, and that your financial data can be trusted. Required for public companies; smart for everyone.
M&A & Deal Support IFRS 3 / ASPE s.1582	Buying or selling a business? We handle the financial due diligence, post-deal accounting, and purchase price allocation — so the numbers from your transaction land correctly in your books.
Reporting for Lenders & Investors	We prepare the financial packages your bank, private equity backer, or investors expect to see — including covenant calculations, MD&A narratives, and clear reporting that builds confidence in your numbers.

Who Is This For?

Owner-managed businesses that have grown beyond what a bookkeeper can handle
Companies preparing for a bank financing, equity raise, or sale of the business
Businesses going through an audit for the first time and need someone to manage the process
Private companies transitioning from ASPE to IFRS ahead of a financing event or public offering
PE-backed companies that need investor-grade reporting and financial discipline

How We Engage

Fractional — part-time, ongoing support (typically one to three days per week)
Interim — full-time, short-term placement during a transition or peak period
Project-based — a defined engagement with a specific outcome, such as a financing close or audit
readiness review

What You Get

✓ CFO-level thinking without a full-time CFO cost

✓ Budgets and forecasts you can actually rely on

✓ A clean, timely close every month

✓ Controls that protect your business from errors and fraud

✓ Investor and lender reporting that builds confidence

✓ Deal support when you're buying or selling

✓ No more cash flow surprises

✓ Finance infrastructure that grows with you

Book Your Free 1-Hour Consultation

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