Virtual CFO
Fractional CFO leadership for scale-ups that have outgrown "are we okay?" Rolling cash-flow forecasts, board-ready reporting, SR&ED and Quebec credit strategy, and a CPA who reads your numbers like a partner.
Everything handled, nothing left hanging
- Rolling 12-month cash-flow forecast and budget
- Burn rate and runway modelling
- Board and investor reporting packs
- SR&ED and Quebec tax credit strategy (including CDAE)
- Cross-border tax and corporate structure planning
- Multi-entity consolidation
Typically suits
Venture-backed and high-growth companies, typically $3M+ in revenue or capital raised, and multi-entity groups.
A clear rhythm, so nothing slips
A working session on the numbers and the decisions in front of you.
A cash forecast you can actually plan against.
Board packs, lender packages and investor answers.
Common questions
When does a business need a virtual CFO?
Typically when decisions start depending on what cash will look like in six to twelve months: hiring, raising, borrowing or expanding.
Do you handle SR&ED claims?
Yes. We plan the claim through the year, document eligible work and coordinate the federal and Quebec credits so nothing is left on the table.
Will you speak to our investors or bank?
Yes, when it helps. We prepare the material and join the conversation.
Explore our other accounting services
Ready for books you can rely on?
Tell us about your business and we’ll send a fixed, written proposal within two business days.