Tier 4 — Premium Advisory

Fractional CFO advisory — without the salary.

Cashflow forecasting, QBO Advanced dashboards, budgeting, business analytics, and monthly CFO strategy calls. Strategic financial leadership for growing businesses.

What's included

Strategic finance, not just bookkeeping.

  • Monthly cashflow forecasting (13-week rolling)
  • QBO Advanced custom dashboards and KPI tracking
  • Annual budgeting and budget-vs-actual analysis
  • Monthly CFO strategy call (60 minutes)
  • Profitability analysis by service line, project, or client
  • Margin analysis and pricing observations
  • Scenario planning for growth decisions (hiring, expansion, equipment)
  • Financial observations to support your year-round tax conversations with your accountant
  • Bank and investor reporting packages
  • All bookkeeping, payroll, and tax services included

This is our premium tier: Everything from Tiers 1 through 3 is included — bookkeeping, payroll, and tax preparation — plus CFO-level strategic advisory. One partner, one price, complete financial management.

Fractional CFO Advisory

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Other Services

Who it's for

For businesses ready to scale strategically.

Growing Companies

Businesses doing $500K to $10M in revenue that need financial strategy beyond basic bookkeeping.

Multi-Employee Firms

Companies with 10 to 50+ staff who need workforce cost analysis, capacity planning, and margin tracking.

Capital-Seeking

Businesses preparing for bank loans, investor pitches, or acquisitions that need investor-grade reporting.

Custom pricing

Pricing built for your business.

Every business is different. We quote a fixed monthly fee based on your transaction volume and complexity — no surprises.
Get a Custom Quote
Included in your package

Everything below is built in.

Monthly Bookkeeping

Full monthly bookkeeping with reconciliation, P&L, and year-end package — included in every CFO engagement.

Payroll Services

Complete payroll processing with CRA remittances, T4s, and WorkSafeBC — all included in your CFO package.

Tax Preparation

Year-end T2 returns, GST/PST filing, financial statements, and proactive tax planning — all part of the package.

Common questions

CFO advisory FAQ

A fractional CFO gives you the strategic financial leadership of a Chief Financial Officer without hiring one full-time. You get cashflow forecasting, budgeting, KPI dashboards, and monthly strategy calls — all for a fraction of what a salaried CFO would cost.
Bookkeeping records what happened. A fractional CFO helps you plan what happens next. We use your clean, reconciled books as the foundation for forward-looking analysis — cashflow forecasts, profitability breakdowns, scenario planning, and strategic recommendations.
Typically businesses doing $500K to $10M in annual revenue. If you are making hiring decisions, considering expansion, seeking financing, or simply want more visibility into where your money goes, a fractional CFO adds real value.
Each 60-minute call reviews your financial dashboards, cashflow forecast, budget-vs-actual performance, and any strategic decisions on the table. We come prepared with observations and recommendations — you set the agenda for what matters most to your business.
Our CFO advisory package includes all bookkeeping, payroll, and tax preparation alongside the CFO services. One partner, one price, complete financial management. Book a free call for a custom quote.
Serving all of British Columbia

Available in every major BC city.

Our services are 100% remote — we serve businesses across British Columbia with the same quality and responsiveness, no matter where you are located.

Vancouver

Surrey

Victoria

Kelowna

Burnaby

Richmond

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Get started

Get a CFO advisory quote.

Tell us about your business goals — we will send you a tailored CFO advisory proposal within one business day.

Ready for strategic finance?

Book a free 30-minute strategy call. We will review your financials and show you exactly what CFO-level insight looks like for your business.

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