Fractional CFO Services in Kelowna
Plyo Bookkeeping provides fractional CFO services for Kelowna businesses that need senior financial input without hiring a full-time Chief Financial Officer. We can support you with cash flow forecasting, financial modelling, management reporting, budgeting, strategic analysis, capital decisions, and other financial projects that go beyond routine bookkeeping.
Our service is flexible. We are able to provide the level of financial support your business needs.
A lot of smaller companies looking for a CFO actually need better bookkeeping. We also offer monthly Kelowna bookkeeping services that include accountant-reviewed monthly financial reports, two fractional CFO consultation sessions per year, and one custom report such as a budget, forecast, or KPI tracker.
CFO Kelowna Costs
Our rate for CFO services in Kelowna is $150 per hour.
Depending on the nature of the work, we can provide an estimate of the hours required during the quoting process.
Our services are extremely flexible because we understand that every business has different needs and budgets. For clients who need us to provide regular monthly services, we generally have a minimum retainer. We can also include a cap on the total number of hours to be worked.
No matter what your budget is, we try our best to make it work while providing you with the financial services your business needs.
CFO Services Kelowna – Our Ethos
A strong CFO does more than prepare forecasts and review financial reports. We are hear to be a partner. We are a sounding board for questions and give you an outsider perspective on how the business is performing, what could be improved, and straightforward guidance on how to make it happen.
Our fractional CFO services in Kelowna are designed to give business owners both financial insight and practical advice.
We also understand that some situations require expertise outside our scope. If that happens, we can draw on our network of financial professionals and, where possible, connect you with a CFO in Kelowna who is better suited to your specific needs.
To learn more about how our Fractional CFO Services work, watch the video below.
Our CFO Services in Kelowna
Cashflow Forecasting
A company can be profitable on paper and still run short of cash because customers pay slowly, inventory has to be purchased in advance, debt repayments are due, equipment needs replacing, or growth requires spending before the resulting revenue arrives.
A cash flow forecast helps turn those moving pieces into something you can plan around.
Management Reporting
Standard financial statements are important, but they do not always tell management everything it needs to know. As a business grows, you may need to understand performance by product, division, customer type, location, sales channel, project, or another part of the business. You may also need non-financial measures alongside the accounting data.
Plyo can help develop management reporting that combines relevant financial and operational information into a clearer picture of business performance. The point is not to create a dashboard with 40 numbers on it. It is to identify the few numbers that tell you whether the business is moving in the right direction.
Financial Review & Strategic Advice
We do more than just send monthly reports with a bunch of numbers. We are here to provide financial reviews and strategic advice when you need to make big decisions. We are an outside source that can provide our opinion from an unbiased, financial persepective. We are here to help you answer questions such as: Should you hire ahead of growth? Buy or lease a major asset? Open another location? Drop an unprofitable product? Accept a large contract that will put pressure on working capital? Take on debt?
We are then here to make sure that you have a strategic plan in place to reach these goals.
Get Fractional CFO Support for Your Kelowna Business
You do not need a full-time CFO to start making more disciplined financial decisions.
You need reliable numbers, a clear understanding of what drives them, and experienced support when the decision becomes more complex than your monthly financial statements can answer. Whether you need a cash flow forecast, financial model, management reporting, budgeting support, a second opinion on a major investment, help preparing for a capital raise, or a longer-term financial partner, we can build the engagement around the problem you are trying to solve.
Book a consultation with Plyo to discuss your business, the financial questions you are facing, and whether fractional CFO support is the right next step.
