Fractional CFO services and accounting
Over 8 years we’ve given hundreds of clients the foundations for rapid and controlled growth. This unique service combines CFO services, accounting, controllership and bookkeeping. It establishes and scales the people, processes and systems you need to get to the next level:
- Make better decisions, grow faster
- Set goals, measure, crush, optimize
- Financial stewardship
- Accounting and Fintech stack, build from experience
Full range of fractional CFO services and accounting
CFO Services
- Investment raising consulting
- Board and investor relations consulting
- IPO / RTO advice
- Budgeting
- Forecasting
- Variance analysis
- What-if analysis and decision support
- Process design
- Risk management
Accounting Services
- Support with government funding, SRED, IRAP
- Departmental reporting
- Cash forecasting and management
- Internal controls
- Systems implementation
- Real-time bookkeeping
- Monthly bank reconciliation and close
- Accounts payables
- Accounts receivables
- Inventory accounting
- Project accounting
- Sales tax filings
- Report generation
- Intercompany transfers
- Expense management
Our CFOs
CFO service + Accounting = 1.5X faster growth for you
Our CFO service advantages = 1.5X faster growth for you
Next-level Accounting
We’re CPA Accountants. We provide monthly financial statements with books closed and peer reviewed. We record investment transactions and revenue recognition properly.
Experienced CFOs
We use cloud-connected forecasting and budgeting apps. We do monthly financial management meetings and annual strategic planning. We have dedicated CFOs and FP&A analysts.
Cloud Bookkeeping
You get cloud bookkeepers for 100% paperless real-time bookkeeping so you can see your progress. We use integrated cloud accounting apps to help data flow into the right places, and back office systems that scale.
We’re your remote team of 20 passionate accounting and finance nerds
Your small company can’t hire a full finance team or accounting department but you need each of their skills some of the time: CFO, financial analyst, controller, accountant, tax accountant, virtual bookkeeper, payroll specialist. We have all those on our team …our team is your team.
Prevent an accounting or systems nightmare
Our CFO’s have helped hundreds of companies get their financial house in order, with fast bookkeeping clean-up projects and accounting systems/policies implementation. This has lead to tens of millions of dollars of investment, and improved investor relations.
Get a clear financial picture
Our CFOs help companies see their blind spots, reduce waste, and move forward confidently with informed decisions. We do this by implementing rich data flows, building insightful reports and bringing decades of experience to the table.
“I was spending at least a full day every week trying to stay on top of the financials. Now I have a clear view and confidence in the numbers.”
Get reliable forecasts and plans by finance professionals
We help you to know where you’re going and foresee issues sooner. We build forecasts fit for management and investor purposes, that are easy to roll forward using actual data from accounting and fintech systems. We deliver projections that update based on benchmarks, drivers and historical averages. This gives you the ability to plan and run scenarios, the ability to keep track of actuals vs. plan, and ultimately #peaceofmind.
Get investor ready, keep the board happy
A fractional CFO service will keep the lenders, investors and shareholders informed and happy, while keeping an eye on internal controls to prevent bad behaviour (intentional or otherwise). Make sure your financial outlook is air tight, you’ve got a good story to tell, your cap table is ready. Financial management means investors have confidence in your predictions.
How our Accounting and CFO services work
“Cinco Cinco” milestone system:
Our “Cinco Cinco” five day intervals milestone system
5 day intervals
Keeping score with financial reports and KPI
The first way that our finance team drives growth and success is by engineering alignment in the team. Our high-growth company clients are more likely to succeed if their goals are meaningfully set, if KPI are well designed to align the team, and if progress is tracked accurately and promptly using true financial data. Financial reports are not just for tax returns and tax professionals. Our CFOs help set goals and define KPI. Our high quality accounting services are designed to get meaningful data flowing through the business and up to team leaders and execs. Bookkeeping is near-real-time using Intuit Quickbooks Online, Xero and connected apps (and native Quickbooks bookkeepers and Xero bookkeepers). Accounting standards are high and always CPA reviewed.
Financial strategies for long term success
The second way our CFO and accounting team drives your growth is through effective planning. As part of our outsourced CFO service, we cover budgets and forecasts and business decision support so you can see where you’re going. We cover risk management and internal controls so you can avoid going where you don’t want to go. We cover accounting systems and integrations, accounting policies and processes development, and HR planning so you can scale up smoothly. We see where you are going and we make things happen so you can get there. You get strategic planning sessions with seasoned CFOs who have run successful businesses and live expert help along the way.
Related Services
Related Services
Corporate Tax + Year End Service
Tax and Year End for high-growth companies is not routine for most CPAs. We’re used to working with companies that have a lot of investor activity, government programs, and founder compensation issues. We handle Corporate Tax for most of our Accounting + CFO Service clients, but we’re always happy to work with another tax accountant if you have one you love.
Payroll Service
It has to be done right, and it’s a lot of money, yet it’s incredibly time consuming and there are dozens of details: T4 slips, overtime, vacation and leave, termination pay, etc.. Our payroll service gives you visibility, internal controls AND time back on your calendar. We handle payroll for most of our CFO and Accounting Service clients, but it’s optional.
But don’t just take our word for it
“They become a part of the team, roll up their sleeves, dig in and get the job done – allowing us to concentrate on our side of the business.”
– Rick Hoy, serial entrepreneur of 30 companies, founder of The Eclipse Group (£33M exit)
“Obvious finance expertise aside, I love working with Helina and the team. Great people, very smart, fun and willing to ask us the hard questions.”
– Bill Dennis, CEO and Co-Founder, Quantum Data Technologies
Get Started with a Free Consultation.
The first step is a friendly conversation about your business
“Let’s chat. I’ve helped hundreds of business owners work out their next steps.”
– Fraser Cuviello
Team Sales