Our industries & expertise
Budgets & Forecasts
We help build financial plans to foster the growth of your businessCash Flow Planning
Liquidity is critical to any business, we build robust cash forecasts to help you understand your business’ financial position in the short and long-termNew Market Expansion
Launching in new markets can be complicated, we take care of the leg work by helping you build a plan, scaling from launch to profit growthIn-depth Reporting & Analysis
Our reporting solutions provide deeper insights and help decision makingERP Implementation
Leverage our experience to migrate your current systems onto a new ERPCompliance
Dealing with regulatory bodies is inevitable for any business, we support you by ensuring you are compliant with your local regulationsWhy A Fractional CFO?
A fractional CFO provides expert financial strategy, cash flow management, and growth planning—without the cost of a full-time hire. They help raise capital, optimize profitability, ensure compliance, and guide scaling, giving your business the financial edge to succeed while providing you flexibility on cost.
How we’ve helped our clients
Transitioned CPG brand from primarily e-commerce into multiple wholesale / grocery channels in North America
Transition clients internal ERP from QuickBooks to NetSuite
Built financial plans to scale business from $10mil to $30mil in annual revenue
Secured $500k Line of Credit for small scaled business
Prepare forward looking financial statements and historical analysis to get business ready for sale
Secure short and long-term debt financing to resolve cash-flow issues and avoid insolvency