Outsourced finance & advisory

Financial guidance for your next stage of growth

CPA-led financial reviews, cash-flow forecasts, and strategic advisory, with 4, 8, or 16 dedicated CPA hours per month.

Growing beyond basic bookkeeping?

Make your next decision with a clearer financial view.

Growing businesses need more than completed transactions. Our CFO packages bring CPA-led financial statement reviews, cash-flow forecasts, and planning support into your business. Start with CFO Foundations, build on it with CFO Growth, or choose Strategic CFO Partner for financing, automation advisory, and board reporting support.

  • Finance capacity that expands with your business.
  • Scope and responsibilities agreed before work begins
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Two professionals discussing business strategy in an office

Service scope

What we can handle.

  • Outsourced accounting and finance support
  • CPA-led review of monthly financial statements
  • Budgeting and forecasting support
  • Cash-flow forecasts with updates matched to your CFO package
  • Management reporting
  • Lender and financing support
  • AI and accounting automation advisory
  • Board reporting support
  • Financial consulting for owners and entrepreneurs

Around your needs

Additional support & options.

  • Dedicated individual or team support
  • Work inside your existing systems or plan a migration
  • Support aligned to your business time zone
  • Coverage when your assigned team member is unavailable

CFO Foundations includes 4 dedicated CPA hours per month; CFO Growth includes 8; Strategic CFO Partner includes 16. Forecasting schedules and other inclusions vary by package. We agree any additional finance support and communication arrangements before work begins.

CFO services packages

Financial insight for your next move.

Choose CPA-led financial reviews, forward-looking cash-flow forecasts, or a strategic CFO partnership with financing, automation, and board reporting support.

CFO services

CFO Foundations

4 dedicated CPA hours per month

Best for monthly financial reviews, quarterly finance discussions, and email support.

Included in this package

  • CPA-led review of monthly financial statements
  • Quarterly finance review meeting
  • Email support for finance questions
Quoted for your scopeRequest a quote
CFO services

CFO Growth

8 dedicated CPA hours per month

Best for growing businesses that need cash-flow visibility and support with budgets and forecasts.

Included in this package

Everything in CFO Foundations, plus:

Show CFO Foundations inclusionsHide CFO Foundations inclusions
  • CPA-led review of monthly financial statements
  • Quarterly finance review meeting
  • Email support for finance questions
  • 12-week cash-flow forecast, updated quarterly
  • Budgeting and forecasting support
Quoted for your scopeRequest a quote
CFO services

Strategic CFO Partner

16 dedicated CPA hours per month

Best for businesses that need more frequent cash-flow forecasting, financing support, automation advice, and board reporting.

Included in this package

Everything in CFO Growth, with an expanded forecasting schedule:

The monthly-updated, 20-week forecast replaces the Growth forecast. All other Growth inclusions remain included.

Show CFO Growth inclusionsHide CFO Growth inclusions
  • CPA-led review of monthly financial statements
  • Quarterly finance review meeting
  • Email support for finance questions
  • Budgeting and forecasting support
  • 20-week cash-flow forecast, updated monthly
  • Lender and financing support
  • AI and accounting automation advisory
  • Board reporting support
Quoted for your scopeRequest a quote

CPA hours shown are the total included each month for each package. We agree the scope and provide a tailored quote before work begins.

Reports & deliverables

Know what to expect from the work.

Your engagement sets out the deliverables, timing and records needed. Depending on the agreed scope, these can include:

BudgetsForecastsCash-flow forecastsManagement insightBoard reporting support
Compare packages & quotes Questions about working together

Connected financial support

Need help with another part of your finances?

Bookkeeping & reportingCanadian payrollTax & complianceView all services

Your next step

Let’s talk about outsourced finance.

A free consultation helps us understand your priorities and agree a scope that fits your business.

Book a free consultation No setup fees. No minimum term.