Fractional CFO Services Edmonton

Plyo Bookkeeping - CFO Services Edmonton

We offer a range of fractional CFO services, and our involvement in your business can range from providing more advanced reporting and analysis each month, to a much more hands on approach where we join your team for regular meetings and help you get to the bottom of major pain points in your business. Regardless of our level of involvement, you can expect excellent and candid communication around the financial health of your business. 

For smaller businesses that may only occasionally need our CFO services Edmonton, then we recommend our monthly bookkeeping package. This includes some CFO time and offers an excellent solution for many of our clients.

If you’re unsure about the services you need then book a consultation call. We have an excellent network of financial professionals, so even if we can’t be of assistance, we’ll endeavour to help you find someone who can.

Pricing – CFO Edmonton

While we quote for our monthly bookkeeping packages on a fixed price basis, we generally charge by the hour for any Fractional CFO work we perform. We keep a detailed log of all the work we do for you to review, and we’re happy to work within a set number of hours per month. Our hourly rate for CFO Services in Edmonton is $150.

CFO Services Edmonton – Make The Right Decisions

Thinking of expanding your business to a new location, starting a new service line or acquiring a rival? Whether it’s major strategic decisions or deciding whether or not to hire an additional employee – we’re here to help you make sure that you’re making the right move. Our CFO services Edmonton will make sure that you’ve gathered all the right data, and we’ll then provide valuable insights by crunching the numbers on the different options available to you.

We offer a range of services, such as internal management reporting, financial analysis, cashflow forecasting, financial modelling and due diligence around the purchase or sale of a business. Want to learn more about what we do? Check out our video on CFO Services below.

CFO Services Edmonton

More Than Just CFO Services

A key strength of our CFO service in Edmonton is that we have a fantastic network of specialists and professional we can draw on. Whether you need a recommendation for a great tax accountant, cross-border tax structuring help or a long-term wealth manager and advisor – we work with a number of great service providers, meaning we can always bring in the exact skillset you need.

Our Services

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

Cashflow Forecasting

Most businesses will at some point need to monitor their cashflow. That might be because of a major capital investment, taking money out of the business or a downturn in sales. No matter what the reason, an accurate cashflow forecast is essential, and it requires someone with experience to prepare. Whether you need to do a one off forecast, or you need a regular cashflow to be built and maintained, we’re able to help

Management Reporting

Internal reporting and KPIs are an essential part of monitoring and running your business. As your company grows, it’s likely that the complexity of your reporting requirements will also grow. We can help you setup and run the financial processes needed to prepare more advanced management accounts. This will likely include capturing and organizing non-financial data from sources such as marketing and HR, and merging this with your financial information to produce a comprehensive overview of your business. We can also help you in deciding which KPIs should become key metrics and targets within your business.

Financial Review & Strategic Advice

Above and beyond just compiling the financial reports, we can help you interpret the numbers and to assess your different strategic options. We can act as an advisor and sounding board, and we can do this on a one off or on a recurring basis.

Hear From Our Customers