Trusted CFO Services Calgary

We can provide a fractional CFO team member from as little as a few hours a month, up to a day per week. Our CFO service is especially effective when combined with our outsourced bookkeeping package, as the process of preparing your books each month gives us a much deeper understanding of your business. 

Pricing – CFO Calgary

Each client we serve has distinct requirements, so we don’t offer fixed pricing for our CFO services. For our Calgary CFO Services we charge at an hourly rate of $150. We appreciate that no one likes uncertainty over their final bill, so we’re happy to agree budgets and time limits that we endeavour to work within, allowing you to maintain control over costs. If you have a particular task in mind, feel free to schedule a call, and we’ll offer a more precise estimate of the time and expense involved.

To be successful in business, you need a watertight business plan. You also need to make sure that every action in your business fits in with the overall strategy. That’s a lot easier said than done. A good CFO will make sure that any major business decision is well justified. For your long-term strategy that means making sure all assumptions are realistic and supported by data. For day-to-day decisions on how to invest time and resources, it means making sure that the highest ROI (Return on Investment) actions are being taken. A good CFO acts like a gatekeeper, helping to keep your business focused and on track. Our dedication to the big picture is where we stand out compared to other CFOs in Calgary.

To provide well considered advice, we often support clients by performing financial modelling, due diligence, CAPEX decisions and cashflow forecasts. We deliver all of our services remotely. Learn more about our CFO services in our video below.

The role of a good CFO is more than just providing forecasts, models and analysis. A great CFO will offer candid advice and assessments of your business, operations and long-term strategy. Up to date, clearly explained financial information is the real-time feedback that lets you understand if your business is performing as desired. Our fractional CFO services Calgary provide not just the numbers, but the sounding board that will help you succeed.

We offer customized internal management reporting, financial analysis, financial modelling, cash-flow forecasting, and financial due diligence around a business acquisition. We have a fantastic network of financial professionals, so if we can’t assist with your specific requirements, we’ll endeavour to connect you with a CFO in Calgary who can. 

Below are some examples of services that we commonly help clients with.

Whether you need a financial model for external investors, an internal budget, or a forecast for managing supply chains and operations – we’re here to help. We can assist with smaller financial models needed for one off decisions, or we can help you create and maintain larger and more complex models needed for the day to day running of your business.

Buying or Selling a Business

Buying a business can be complex and uncertain. It’s essential that you’re confident you know what you’re purchasing, so it’s vital to perform financial due diligence. That means reviewing the sellers historical accounts, tax returns and other financial information – as well as building up a general narrative about the businesses performance and prospects. Our CFO Service Calgary can assist you in helping to ask the right questions, verifying the information and removing the uncertainty.

The decision around whether to buy or lease a major fixed asset can be a complex one. We can help break it down and put sensible estimates against the possible options. We can also assist you in reviewing your overall business plan and strategy, helping you to clearly see whether you’re on track to hit your goals.