Contract CFO Services

Unlock Your Company’s Full Potential Through Cost-EffectiveContract CFO Services

Outsourced CFO services often get a bad rep for being underwhelming and/or expensive—but this isn’t the case with me. With CPA, CA, and CBV qualifications in my belt along with two decades of financial management experience, I’m well-positioned to serve as a part-time CFO for small businesses looking to take things to the next level in Okanagan.

I Provide Contract CFO Services With End-to-End Assistance for SMEs Looking to Achieve Solid Growth and Profitability

If you’re the proud owner of a business that has grown beyond startup status but doesn’t require a full-time CFO or financial controller just yet, I’ve got the ideal solution for you. I provide part-time CFO services for small businesses at highly competitive rates—and the best part is I’ll be with you every step of the way.

Once we’ve sat together for your initial consultation, you’re sure to feel assured as I’ll deal with you directly rather than putting you in the hands of a junior or intermediary (as is the case with larger firms). I’ve got a proven track record of helping SME owners go about their tasks with an air of calmness and I always take full ownership of each client’s financial matters to free up time for other tasks.

My multifaceted contract CFO services include comprehensive assistance with managing short-term cash flow so that SMEs in Okanagan are well-positioned to balance liquidity and investments for maximum growth. I also discuss each client’s capital structure in detail, so they understand how to access funds when they need them the most and what avenues will yield additional equity without hurting the business’ prospects.

I Provide Hands-on Practical Experience and Familiarize Myself with Every Client’s Unique Needs to Help Them Build Value Realistically

If you’re thinking of investing in outsourced CFO services, you’re going to want to work with an expert that goes above and beyond to understand your company’s unique needs. I always do my utmost to familiarize ourselves with each client so we can provide accurate, timely, and practical solutions to drive growth and profitability for SMEs in Okanagan. Put simply, my contract CFO services aren’t just grounded in theory—they’re all about practical problem-solving to build value for your firm realistically. So, are you ready to partner with a financial expert with extensive leadership and executive business management experience? If so, book a free consultation with me today.