Fractional CFO

​How we work 

1. Team integration. We are available to join your leadership team, attending meetings, guiding priorities, and providing accountability.

2. Balance strategy & action. We bring senior-level perspective while also rolling up our sleeves where needed.

3. Flexible engagement. Leadership can be structured part-time, interim, or ongoing, depending on your capacity gaps.​

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​Deliverables may include ​

Financial Leadership & Stewardship 

We’ll help you take control of your numbers with clear forecasts, cash flow strategies, and KPI dashboards that guide confident decisions. 

• Full-cycle accounting oversight and financial reporting.

• Budgeting, forecasting, and variance analysis.

• Profitability analysis, including product-level and BOM costing.

• Cash flow management and lender relationships.

• KPI development and dashboard reporting.

• Preparing and presenting board reports and implementing financial controls that improve accuracy and reduce risk.

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Operational & Systems Finance

We’ll turn complexity into clarity by connecting your finance, costing, and ERP systems with operations. 

• Overseeing ERP implementations and integrations.

• Streamlining processes to reduce duplication and increase efficiency.

• Inventory management and cost control.

• IT/financial controls that improve accuracy and reduce errors.

• Payroll oversight and HR-related compliance.

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Capital Structure & Transaction Support (including M&A)

We’ll help you navigate major financial decisions with the rigour and discipline they require.

• Evaluating acquisitions, divestitures, and strategic investments.

• Performing financial due diligence and integration planning.

• Structuring financing packages (senior debt, subordinated debt, venture capital, private equity).

• Optimizing capital structure to support growth and reduce risk.

• Supporting negotiations with lenders, investors, and buyers.

 

Advisory & Strategic Input 

We’ll partner with you and your leadership team to align financial strategy with growth goals, giving you the clarity and direction to scale sustainably. 

• Advising owners and leadership teams on sustainable financial strategies.

• Supporting growth planning with financial clarity and data-driven recommendations.

• Acting as a financial “translator” between operations, management, and external advisors. 

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Investment Readiness

We’ll prepare a business plan, feasibility study, or financial models you need to secure funding, lender support, or investor backing. 

• Developing investor-ready business plans and financial models.

• Preparing lender packages and pitch materials.

• Aligning financial projections with growth strategies.

• Preparing investor or buyer-ready materials for future transactions.

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Funding & Investor Relations

We’ll strengthen your relationships with lenders and stakeholders through clear reporting, strong communications, and structured financial packages.

• Building financial reports and updates that instil confidence.

• Facilitating conversations with lenders and investors.

• Structuring communications that support trust and transparency.​

• Supporting covenant management and lender reporting requirements.