Partial CFO Services
A full-time CFO is out of reach for most growing businesses — but you still need that strategic financial leadership. We provide it on a fractional, part-time basis.
A partial (or fractional) CFO gives you the strategic financial leadership of a chief financial officer without the full-time salary. We own your financial strategy: we build and maintain rolling forecasts, lead the budget process, manage banking and lender relationships, prepare board and investor reporting, and advise on the big decisions — capital purchases, hiring, expansion, and exit.
You get senior-level financial oversight engaged at the depth and frequency your business actually needs. For many growing Ontario businesses, a few days a month of CFO-level attention is exactly the right amount — and far more than they'd get from a bookkeeper alone.
Everything in this engagement
A clear, three-step engagement
Engage
We define the scope and cadence that fits your stage — typically a set number of days per month with scheduled leadership touchpoints.
Operate
We own the financial function's strategic layer: forecasts, reporting, lenders, and the financial dimensions of every major decision.
Lead
We act as your financial partner to the leadership team and board — present for the decisions that matter, not just the numbers behind them.
Transparent pricing
Fractional CFO
from $1,500/moMonthly retainer based on days per month engaged. Scoped to your needs and adjusted as your business grows. A free scoping call determines the right level.
Every engagement starts with a free scoping call. We review your needs and send a fixed quote — no hourly surprises, ever.
Book your free scoping callCommon questions
Advisory is project or meeting-based guidance. A partial CFO is an ongoing leadership role — we own the financial strategy, manage relationships with lenders and investors, and are present for strategic decisions on a regular cadence, as a member of your leadership team.
It ranges from a few days per month to a couple of days per week, depending on your stage and needs. We scope this together up front and adjust as you grow — most clients start lean and scale engagement over time.
No — it's often most valuable for growing businesses in the $1M–$10M revenue range that have outgrown bookkeeping and basic advisory but can't justify a full-time CFO. It's also useful pre-transaction or pre-fundraising.
Related services
Bookkeeping
Accurate, up-to-date books handled end to end — from daily transactions to month-end close and government remittances.
Personal Tax
T1 personal tax returns prepared accurately and on time — including self-employed, rental, and investment income.
Corporate Tax
T2 corporate returns, GIFI schedules, and HST filings prepared accurately — with proactive planning built in.
Business Advisory
Forward-looking advice on cash flow, growth, budgeting, and structure — turning your numbers into decisions.