Business Advisory
Fractional CFO | Fractional Controller
Not your average advisors.
We help you make the decision regarding many issues like;
Pricing products or services
Hire or not
Purchase or lease
That's the Fractional CFO conversation, condensed into one focused or two sessions.
Its a thinking partner who knows your numbers, understands your business model, and shows up when the decisions matter without the cost of a full-time hire, and without an ongoing engagement if that's not what you need right now.
Get trusted CFO level advisory in one or two focused sessions
A Fractional CFO session gives you the financial leadership to move with confidence. Too many financial decisions, not enough time (or budget) to bring on a full-time CFO.
That's what Fractional CFO session is for. One or two session to step out of the day-to-day, look at your numbers with someone who knows what they're looking at, and leave with a plan not just a list of things to worry about.
This is for you if
You want financial clarity without hiring a full-time CFO
You're too deep in the day-to-day to see the big picture
You're approaching a growth decision like hiring, expansion, a big investment and want to get it right
You're tired of cash flow surprises and want a plan you can actually trust
How it works
We connect
A 30 minute introductory call to understand your situation, goals, and where you're feeling stuck. After your call, you’ll receive an email with next steps and can choose to book either a 3 hour or two 3 hour sessions to discuss strategy.
We look before we talk
We take a look at your financials ahead of your consultation so our time together is focused and productive.
Advisory session - 3 hours or two 6 hour sessions ( on site or remote)
A structured conversation covering your key questions, financial position, and specific recommendations documented and yours to keep.
Ongoing or as needed
Continue with regular advisory sessions or return whenever a big decision or challenge comes up. No lock in required.
Fractional CFO & Controller Services
Cash Flow Planning and forecasting
Understand your cash position today and forecast what's coming. We help you identify gaps, plan for lean periods, and make confident spending decisions like lease or buy, rent or construct etc.
Financial Report Review
We walk you through your income statement, balance sheet, and cash flow so you know exactly where you stand and what to bring to your next client or contract negotiation.
Pricing
Are you charging what you are worth? We review your rates, your margins, and your positioning and help you make the case for what you should be earning.
Software
We help you find the right tools for where your practice is headed without overcomplicating it.
Budget & Review
A realistic annual budget tied to your revenue targets not a spreadsheet you abandon in February.
Internal Controls
Simple, clean systems so your business runs without you chasing down receipts or reconciling manually.
Hiring & Growth Planning
Thinking about bringing on a subcontractor or your first, second employee? We model the real cost before you commit. Incorporate or stay solo? We recommend solutions that put you first.
Strategic Decisions
Osprey Tiers
Accelerate your financial flight with dedicated strategy sessions
Before booking review our terms and conditions. They cover refund policy, rescheduling and what to expect during the session
Half Osprey
3 Hour Session
$1,295CAD
+ APPLICABLE TAXES
One focused 3-hour working session online or onsite.
Best when dealing with one or two priorities like cash flow or a specific decision you're stuck on
✓ Review the problem together.
✓ A focused conversation on your key question with specific recommendations.
✓ We identify the gaps and the quick wins worth acting on.
✓ A streamlined 90-day plan, documented and yours to keep.
Full Osprey
Two 3 hour sessions
$2,395CAD
+ APPLICABLE TAXES
Two 3-hour working sessions online.
Best when there's more than one thing on the table like cash flow, pricing, hiring, and systems all at once.
✓ We model the real cost before you commit to hiring, expansion, or a growth decision.
✓ Setting targets and KPI recommendations so you know what to track.
✓ A strategy that lays out what to do, when, and who should do it.
✓ A detailed 90-day plan plus a longer-term outlook, documented and yours to keep.
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The Half-Osprey is a focused session on one or two priorities usually pricing, cash flow, or a specific decision you're stuck on. The Full-Day covers more ground, with time built in for scenario planning, target setting, and a longer-term outlook.
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We take a look at your financials or any other information relevant to the session ahead so our time together is focused and productive, not spent digging through numbers live. We'll send over exactly what we need before we meet.
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Osprey Day is designed as a single, focused session. Some clients come back quarterly or whenever a big decision comes up. No lock-in required. If it turns into something more ongoing, we can talk about that too.
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Any business, non profit or individual who wants financial leadership without the cost of a full-time CFO or Controller.
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A documented plan including specific recommendations, a 90-day roadmap, and (for the Full Day) a longer-term outlook. It's yours to keep and act on, whether or not you work with us again.
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No, Osprey Day is a focused strategy session, not a replacement for regular bookkeeping or an ongoing advisory relationship. If you need both, we can scope that on the discovery call.
If you’re feeling ready to simplify your life, contact us.