CFO Consulting Services

CFO Consulting Services2019-06-19T12:55:02+00:00

A CFO Means Ability to Scale

CFO Consulting Service for Financial Growth Practices

If you’re a startup with revenue and you don’t have a CFO, you’ve already missed crucial months that you could have used to determine where to place your bets, use your valuable resources and prepare for significant investments. This isn’t just about investor relations or preparing for the next investment round, it’s about reducing guess-work by using experience and analysis.

“With 2 hours of work, Entreflow saved my business $300,000.”

You don’t need a full-time, expensive CFO. A CFO consulting service (a.k.a.fractional CFO) can implement financial growth practices learned from years of experience with large and small companies. A part-time CFO can move your budgeting, planning and forecasting beyond spreadsheets and give everyone the KPIs, dashboards and what-if analysis to make informed decisions. A part-time CFO can implement technology to streamline and scale-up workflow. A technology centric CFO can connect internal and external data sources to so that the whole team can find hidden insights. Imagine if you could analyze business drivers across CRM, Accounting software and Facebook and if data were all connected? That’s where our CFO consulting service can help.

Approach

Our finance professionals collaborate with your team to create business models, devise scenarios, consider risk, align new product or market launches with financial outcomes. We complete your bookkeeping, make the tax office happy, and meet with your executive team on a regular basis for financial direction.

Key Benefits

Make better decisions, grow faster

It’s that simple. As you grow, the stakes are higher and the inevitable stumbles cost more time and more money. We bring decades of experience, and we bring analysis to the table to evolve your decision making process as complexity and scale increases.

Set, Measure, Crush, Optimize

Setting KPI goals and measuring performance is a catalyst to business growth. Scale comes from repeatable process and an optimized workflow. Both require an in depth understanding of data flow and workflow. We bring this expertise to implement systems, integrate workflow and connect data sources.

Financial stewardship

Cash flows like water. Just the right amount, directed in the right places can create enormous momentum. Too much flow and cash is wasted, too little and the machine doesn’t turn.

Your part-time CFO manages the accountants and the bookkeepers; the CFO keeps the lenders, investors and CRA informed and happy; the CFO keeps an eye on internal controls to prevent bad behaviour (intentional or otherwise).

Helina Patience

Position: CEO

Certifications: B.A.(hons), B.Ed, CPA, CMA
WorkEx: Long-term international experience in finance and training, HR consulting and HR management. Managed HR and compensation for MoneyMart, provided financial guidance for the C-Suite at Lululemon, launched a recruitment agency.
Expert Status: Financial Analysis, HR, Entrepreneurship
Past Travels: Central America, South America, Europe, Southeast Asia, Australia
Ted Talk Topic: happiness and the law of attraction
Hero: Brian Tracey & Elon Musk
Dream Education Sabbatical:
Blockchain development

Helina Patience

CEO

Certifications: B.A.(hons), B.Ed, CPA, CMA WorkEx: Long-term international experience in...

Iain Rogers

Position: Founder

Certifications: B.Sc., MBA, MBA
WorkEx: Grew a tech start-up to profitability, quadrupling revenues. Consulted for major software developers and other technology and manufacturing and services business throughout North America. Founded an innovative mobile mechanic start-up, then grew and sold the brand. 10+ years in software marketing and sales leadership.
Expert Status:Growth, Marketing, Sales, Start-ups
Past Travels: United States, Thailand, Hawaii, Mexico, Ecuador, Kenya, United Kingdom, UK, France, Germany, Caribbean
Ted Talk Topic: Incentives
Hero: Batman
Dream Education Sabbatical: Rock n’ Roll Cello

Iain Rogers

Founder

Certifications: B.Sc., MBA, MBA WorkEx: Grew a tech start-up to...

Stephanie Wetterwald

Position: Marketing Manager

Certifications: B.A. (hons), Master
WorkEx: 10 years in marketing, including 8 years in digital marketing both in Europe and in Canada for local and international brands, both in startup and large organization environments.
Expert Status: : Digital marketing strategy, international marketing, French
Past Travels: Europe, North Africa, Caribbean, US and Canada
Ted Talk Topic: What traveling and living abroad can bring to your life
Hero: Simone Veil
Dream Education Sabbatical: learn photography, piano or archeology

Stephanie Wetterwald

Marketing Manager

Certifications: B.A. (hons), Master WorkEx: 10 years in marketing, including...

Bronwen Kenyon

Position: HR Practice Manager

WorkEx: 6 years in administrative work in a car dealership and financial industry.
Expert Status: anything administrative related, HR and recruiting
Past Travels: United Kingdom, France, Spain, Germany, Italy, Croatia, United States
Ted Talk Topic: Why working while going to school is important
Hero:  All the women in my life
Dream Education Sabbatical: Learn to speak German

Bronwen Kenyon

HR Practice Manager

WorkEx: 6 years in administrative work in a car dealership...

William Eckhart

Position: Accounting Consultant

Certifications: CPB, CPA, CGA, MBA
WorkEx: 10 years of Small Business & Start-Up experience from within accounting firms and within Industry
Expert Status:  Small Business Accounting/Bookkeeping
Past Travels: Paris, London, Toronto, NYC
Ted Talk Topic: Financial Planning & Small business
Hero:  Elon Musk
Dream Education Sabbatical: Investment

William Eckhart

Accounting Consultant

Certifications: CPB, CPA, CGA, MBA WorkEx: 10 years of Small Business &...

Gus Sagga

Position: Implementation Specialist

Certifications: B.B.A. In Accounting
WorkEx:  10+ years experience in accounting and management on a local and international level. Worked at small and large organization in different industries (Hospitality, Oil & Gas, and Manufacturing)
Expert Status: Business Development
Past Travels: United States, Caribbean, Mexico, Europe, United Kingdom, Southern Asia, Northern Asia, Southern India
Ted Talk Topic: Cross-culture
Hero: Sada Guru
Dream Education Sabbatical: Piano or Guitar.

Gus Sagga

Implementation Specialist

Certifications: B.B.A. In Accounting WorkEx:  10+ years experience in accounting and management...

Bianca Stone

Position: Finance Practice Manager

Certifications: I.A.T.I.
WorkEx: Over 15 years experience in accounting and management in several industries including public practice, non-profit, marketing, video/tv production, facility services, construction, retail and consulting, located in Canada and Internationally,
Expert Status: Small businesses accounting & bookkeeping
Past Travels: Europe, North America, Asia, Central America, South America, Europe, Southeast Asia, Australia
Ted Talk Topic:  Why we do what we do
Hero: My Mum
Dream Education Sabbatical: Blockchain development, learn guitar or reiki

Bianca Stone

Finance Practice Manager

Certifications: I.A.T.I. WorkEx: Over 15 years experience in accounting and management in...

Renée MacNeil

Position: Accounting Consultant

Certifications: B.B.A. in Accounting, CPA candidate

WorkEx: 4+ years in bookkeeping and accounting in public practice working with clients in food & beverage, hotels, transport, not-for-profit, construction, software, and consulting/training services industries

Expert Status: Small business bookkeeping and accounting

Past Travels: Mexico, Thailand, Vietnam, Indonesia, Australia, USA

Ted Talk Topic: How spending time outdoors can have positive impacts on your everyday life

Hero: My dad

Dream Education Sabbatical: Holistic nutrition

Renée MacNeil

Accounting Consultant

Certifications: B.B.A. in Accounting, CPA candidate WorkEx: 4+ years in...

Aislinn Kenyon

Position: Marketing and administrative assistant

WorkEx: Administrator in financial industry, restaurant management

Expert Status: Marketing Assistant, Administration

Past Travels: Europe, United States, Mexico, Thailand, Canada

Ted Talk Topic: Women standing their ground in a management position

Hero: My great grandmother

Dream Education Sabbatical: Tour of Scotland studying Highland Dance

Aislinn Kenyon

Marketing and administrative assistant

WorkEx: Administrator in financial industry, restaurant management Expert Status: Marketing...

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Related Services

Yes, we’re a CPA accounting firm. We’re CFOs and senior advisors for high-growth companies. We implement strategies and technologies and do your bookkeeping and taxes.

We are award winning experts in cloud accounting and management apps. We implement software and workflows for effortless operations.

Our Team of Accountant Consultants

We’re CFO’s CPA’s, CPB’s, MBA’s as well as certified Xero Silver Partners and Elite-level Quickbooks Proadvisors & accountants. We’re here to help. We have over a decade of experience working in all area of financial management – from accounting software selection, Xero & Quickbooks implementation,, accounting setup, bookkeeping, CFO consulting and tax preparation services, for both individuals and businesses. Collectively our team will help you establish goals, KPI, financial systems and processes to analyse success in every area of your business.

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