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

Rufino Dee

BBA Commerce & Finance

CFO Consultant

Experienced CEO and CFO with a demonstrated history of working in the food, specialty pharmaceutical, family office and craft beer industry. Skilled in Mergers & Acquisitions, Start-ups, Leadership, Corporate Finance, and Business Development.

Helina Patience

CPA, CMA, BA (Hons), BEd

Founder, CFO Consultant

CFO who has taken a company public, founded two startups, led courses for thousands of CPAs and helped hundreds of small businesses crush their goals. CPA designated with over fifteen years of experience in Finance & HR within multinational companies, across many industries including tech, apparel, startups, and manufacturing.

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.

Fractional CFO Services

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
Entreflow virtual CFO services