FRACTIONAL CFO & BUSINESS ADVISORY | VANCOUVER, BC

Empowering visionary entrepreneurs through strategic financial guidance

Identify new financial insights and opportunities with an experienced team who understands service-based industries inside and out.

Your business deserves trusted financial guidance that propels change

At Behind the Numbers, we believe that every business owner should have access to senior-level expertise to manage their finances and identify new opportunities. As your full-service finance department, we provide flexible solutions that fit your needs so you can focus on the bigger picture.

Partnership and collaboration beyond the numbers

We look after your business as though it’s our own. Here’s how:

Strategic allies

As your advisor and strategic partner, we tailor our support to meet your needs. We prioritize building long-lasting relationships grounded in trust, empowering you to focus on the big picture of running your business.

Service-based businesses

We specialize in both project- and subscription-based revenue models for service-based businesses. Some examples of our current clients include creative agencies, event planners, and real estate corporations.

Proven track record

With 10+ years of working directly with business owners, we use our knowledge and expertise to ensure your financial data is accurate, reliable, and up-to-date. This helps you make informed decisions that align with your goals.

Tech-forward

We’re a cloud-based, remote business that utilizes a carefully chosen tech stack to support our operations. We continuously seek innovation in our processes and systems while offering training and assistance to our clients.

Project-based businesses often face unique financial challenges

Growing your business can feel like an uphill battle with the inherent unpredictability of project work.

This can lead to financial obstacles like: 

  • Being out of pocket for upfront costs

  • Managing contractor payments and/or employee hours while maintaining margins

  • Tracking billable or rebill expenses versus collected revenue

  • Managing cashflow to cover project/billing gaps

…Among other common scenarios that can strain cash flow and impact margins—keeping you stuck in the weeds or awake at night worrying.You can rely on us to look after your business as if it is our own.

Stressed about your business finances doesn’t have to be your default setting

At Behind The Numbers, we help you overcome these challenges so you can experience greater financial clarity and confidence—leading to long-term, sustainable scalability. 

Working with our seasoned team provides peace of mind knowing your finances are in order. This allows you to focus on your core service offerings while building a financially sustainable business that aligns with your goals.

Flexible and customizable packages that fit your evolving needs

Every company faces different challenges, which is why our packages are designed to meet your current and future needs. We include CFO and Controllership services with every package so you have access to senior-level support no matter where you are on your business journey.

Whether you’re just starting out or are experiencing unprecedented growth, our agile team is here to scale with you.

A simple pathway to financial clarity and confidence

01. Discovery

First, we’ll conduct a quick discovery call to connect and learn about your business needs and goals. We’ll review the options together and determine the ideal package for your needs.

02. Onboarding

Next, we’ll conduct a thorough review of your accounts and processes to ensure they’re aligned with your goals. 

We’ll also identify any deficiencies resulting in a customized financial plan.

03. Regular Support

After finalizing financials and your month-end process, we conduct regular check-ins according to your chosen package.

Monthly or quarterly updates keep you informed about your financial status with flexible options that can be adjusted as needed.

04. Updates & Adjustments

We’ll consistently review and monitor your processes and metrics to ensure they align with your evolving business goals, while also accommodating annual year-end requirements.

 

Your business finances are in capable hands

We help streamline and strengthen your day-to-day finances so you can keep doing what you do best—meeting your deliverables to your clients.