Services
A fractional CFO, scaled to what your business actually needs.
I work as the senior financial partner inside owner run and family businesses across British Columbia. Engaged for a fixed monthly fee, for as much or as little as the business calls for.
01 — How I work
One senior set of hands, on a fixed monthly fee.
You don’t need a full time CFO. You need CFO level thinking at the table for the decisions that matter. I embed with your team, work alongside your bookkeeper and accountant, and give you a clear, forward looking view of the business. No long contracts, and no surprises on the invoice. A fixed monthly fee, scoped to what you actually need.
02 — What I do
Four jobs, under one roof.
Most engagements draw on all four. Where we start depends on what the business needs first.
i.
See clearly
You stop running the business on last month’s numbers.
- Monthly management reporting, in plain language
- KPI dashboards
- Cash flow forecasting and working capital visibility
- A clear read on what the month actually means
ii.
Earn more
The line between busy and profitable, made visible.
- Margin and profitability analysis
- Working capital and cash conversion
- Overhead and spend discipline
iii.
Plan ahead
You make the next big call with a plan, not a guess.
- Annual budgets and rolling forecasts
- Scenario planning for the decisions that matter
- Capital allocation: you have cash, now what
- Financing and lender readiness
iv.
Move on well
When you are ready to step back, the business is ready too.
- Owner compensation strategy
- Succession planning, years before you need it
- Sale and transition readiness
- Context on what the business is worth and why
03 — Ways to work together
Three ways in.
Start here
The Finance Review
A no cost review of your numbers and a 90 day plan. I sign an NDA first. Yours to keep, whether or not we go further.
Ongoing
Fractional CFO
A fixed monthly retainer. I act as your part time CFO, with the scope scaled to the size and stage of the business.
Defined
Project Work
A one time engagement for a specific need: a financing round, a sale, a reporting build, or a turnaround.
Fees are fixed and agreed up front. No hourly billing, and no surprises.
04 — How we start
A free review before you commit a dollar.
01
Conversation
A short call to understand the business and what’s keeping you up at night.
02
The Review
I sign an NDA, then analyze your numbers and where the money actually goes. At no cost.
03
The Plan
You get a written summary and a 90 day plan. Yours to keep, either way.
04
The Work
If it’s a fit, I step in. If not, you walk away with the analysis.
Who it’s for
Owner run and family businesses, roughly $1M to $20M in revenue, in construction, manufacturing, marine, and the trades. Past bookkeeping, not ready for a full time CFO.
05 — Also available
Other ways I can help.
Specific pieces of work that sit alongside a fractional CFO engagement, or stand on their own.
Finance systems setup
Implement Fathom and QuickBooks, and build the reporting stack your business actually runs on.
AI for finance
Help your team adopt AI safely, with the workflows, training, and guardrails that keep your data protected.
Financial modeling
A model built for a real decision, a raise, or a what-if. Clear assumptions, and no black boxes.
Lender & board reporting
Reporting packages prepared the way a bank or a board wants to see them, on time.
Transaction support
A senior set of hands at the table when you are buying, selling, or financing a business.
Financial training
Workshops for owners and teams who want to read their own numbers with confidence.
Not on this list, on purpose: bookkeeping, tax, and audit or review work. Those stay with your bookkeeper and accountant, where they belong. I work alongside them, never over them.
Questions before you reach out?
What a fractional CFO is, how this differs from your accountant, what it costs, and how engagements work.
Start with a free finance review.
A clear read on your business, and a 90 day plan to keep. No cost, no obligation.
Less complexity. More impact.
