Fractional CFO services in Calgary
Senior financial leadership for growing businesses that aren’t ready for a full-time CFO: forecasts, budgets, and a CPA in your corner for the big decisions.
CFO-level support, sized for your business
Cash-flow forecasting
A rolling forecast so you can see tight months coming and plan around them.
Budgets & targets
An annual budget built with you, and monthly tracking against it.
KPI reporting
A short monthly report on the numbers that matter most for your business.
Pricing & margins
Know which products, services or jobs make money, and price accordingly.
Financing support
Financial statements, forecasts and supporting information for banks, lenders and investors.
Growth & exit planning
Hiring, expansion, equipment purchases, or preparing to sell: decisions backed by numbers.
A good fit if you’re growing
- Your business has outgrown “just doing the books”
- Cash feels tight even though sales are good
- You’re planning to hire, expand, borrow or buy equipment
- You want regular, plain-English reporting on how the business is doing
Three simple steps
Free consultation
A short conversation about your situation and what you need. No cost, no obligation.
Clear, flat-fee quote
You get a written scope and fee. Nothing starts until you're comfortable with it.
We take it from there
We gather what we need, including from your previous accountant if you're switching, and get to work.
Common questions
What is a fractional CFO?
How much time do we get?
Do you also do our bookkeeping and taxes?
Can you help us get a bank loan?
Ready for clearer numbers?
Send a quick note or book a time that suits you. You'll hear back from a CPA, usually within one business day.
Ask a question
We'll reply personally.