Virtual CFO Services

A CFO for Your Business, Without the Salary

Strategic financial leadership for growing businesses: forecasting, budgeting and clear reporting from a dedicated advisor who knows your numbers.

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Virtual CFO financial dashboards and analytics

Overview

From Bookkeeping to Strategy

Clean books tell you what happened. A CFO helps you decide what to do next: when you can afford to hire, how much cash you'll need in six months, and whether that new location or loan makes sense.

Our virtual CFO service, also called a fractional or outsourced CFO, gives you that strategic partner for a fraction of the cost of a full-time hire. We build on your monthly books to give you forecasts, budgets and a regular strategy call to talk them through.

What's Included

Everything Covered in Virtual CFO

Cash flow forecasting
Budget creation & variance analysis
KPI dashboards
Financial modeling
Investor- and lender-ready reporting
Entity structure review
Loan & credit analysis
Pricing & margin analysis
Exit planning support
Monthly CFO strategy call

Who It's For

Built for Businesses Like Yours

📈

Businesses ready to scale

You're growing quickly and need a plan for cash, hiring and investment.

🏦

Owners seeking financing

Lender- and investor-ready numbers and forecasts.

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Owners making big decisions

Expansion, new locations, major purchases or selling the business.

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Profitable but cash-strapped

Find out where the cash is going and how to keep more of it.

How It Works

Simple, Four-Step Process

Discovery session

We learn your goals, challenges and where you want the business to be in one to three years.

Financial health check

We review your books, margins and cash position and agree on the KPIs that matter.

Forecasts & dashboards

We build your budget, cash flow forecast and reporting dashboard.

Monthly strategy calls

Every month we review results against the plan and adjust as needed.

Pricing

Included in the Elite plan

$1,199/mo

The Elite plan includes full bookkeeping, unlimited payroll, virtual CFO services, year-round tax strategy and a monthly CFO strategy call. Save 20% with annual billing. Custom pricing is available for multi-entity businesses.

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FAQ

Common Questions

A virtual (or fractional) CFO is an experienced financial advisor who works with your business part-time and remotely. You get forecasting, budgeting and strategic advice without paying a full-time executive salary.

Bookkeeping records what has already happened. CFO services look ahead: they turn your numbers into forecasts, budgets and decisions. The two work best together, which is why our Elite plan includes both.

If you're making decisions about hiring, financing, pricing or expansion, you'll benefit from CFO-level advice. Many of our CFO clients are small businesses at exactly that stage.

No. We work 100% virtually through video calls, our secure client portal, email and phone, so you can work with us from anywhere in Canada.

More Services

Explore Our Other Services

Get Started Today

Ready to Talk About
Virtual CFO Services?

Book a free 30-minute consultation and we'll tell you exactly what your business needs, with no obligation.

Book Free Consultation Call 403 542 9302

Free 30-min call · No obligation · Serving all of Canada