Trusted financial support for professional service providers

Our strategic guidance helps service-based businesses experience new levels of stability, profitability, and success.

Fractional CFO & Controllership packages

With ongoing senior-level support, you'll gain the insights needed to make smarter, well-informed business decisions

All packages include the following core services:

Designated Account Manager

Annual Budgeting and Goal Setting

Customized Financial Reports

Financial Oversight and Guidance

Regulatory Filings (GST, WCB, EHT)

Year-end Support with Tax Accountant

Premium

Ideal for business owners seeking regular
connection with a CFO. Annual revenue
over $5 million. 

This package includes: 

  • Monthly Finance Meeting

  • Semi-Monthly CFO Check-in

  • Semi-Monthly Cashflow Support

  • Monthly Financial Reporting and Analysis

  • Quarterly Forecasting Review 

  • Semi-Annual KPI and Strategy Review

  • Audit Support

  • Month-end Completed (Within 15 Days)

Popular

Standard

Ideal for businesses requiring ongoing
support or experiencing rapid growth.
Ideal for revenues surpassing $1 million.

This package includes: 

  • Monthly Finance Meeting

  • Monthly Financial Reporting and Analysis

  • Monthly Cashflow Support

  • Quarterly Forecasting Review

  • Annual KPI and Strategy Review

  • Month-end Completed (Within 20 Days)

Starter

Ideal for smaller or new businesses with
minimal monthly changes.

This package includes:

  • Quarterly Finance Meeting

  • Quarterly Cashflow Support

  • Annual KPI and Strategy Review

  • Month-end Completed (Within 30 Days)

Seeking flexible bookkeeping and payroll support?

Explore our add-on options to create a customized package that fits your needs.

Bookkeeping add-ons

Premium

For businesses requiring advanced
bookkeeping support.

  • Bank Reconciliation -
    Up to 500 Transactions

  • Semi-Monthly Cycle

  • Accounts Payable -  Semi-Monthly

  • Accounts Receivable - Semi-Monthly

  • Customized Project Tracking

  • Dext Software Included

Standard

For businesses that need a
full-service bookkeeper.

  • Bank Reconciliation -
    Up to 250 Transactions

  • Semi-Monthly Cycle

  • Accounts Payable - Monthly

  • Accounts Receivable - Monthly

  • Customized Project Tracking

  • Dext Software Included

Starter

For businesses that have an internal
admin or bookkeeper.

  • Bank Reconciliation -
    Up to 100 Transactions

  • Monthly Cycle

  • Accounts Payable - Monthly

  • Customized Project Tracking

  • Dext Software Included

Payroll add-ons

Premium

For hourly employees and businesses with
more than 25 salaried employees.

  • Direct Deposit for Team and CRA

  • Remittances

  • T4 Submissions

  • Payroll Software Included

Standard

For businesses with 10-25
salaried employees.

  • Direct Deposit for Team and CRA

  • Remittances

  • T4 Submissions

  • Payroll Software Included

Starter

For businesses with 1-10
salaried employees.

  • Direct Deposit for Team and CRA

  • Remittances

  • T4 Submissions

  • Payroll Software Included

Looking for other project support?

Additional services we can provide include:

  • New Business Advisory and Needs Identification

  • Systems Setup and Implementation 

  • Financial Consulting and Training 

  • Accounting Records Clean-Up and Catch-Up 

  • Strategic Planning

 
Testimonials

Strategic advice, foundational set-up, and ongoing support

“Suzanne has been a perfect fit for our business. She has provided strategic advice, foundational set-up, and ongoing accounting services as we’ve set-up our company, put venture capital investment in, and grown our business.“ 

- Kristine Steuart 

Co-Founder, SIX

Start building a stronger, more profitable business

Get in touch to learn more about how our support can make a meaningful difference in the financial health of your business.