Our teams are fully remote and scalable for maximum operational flexibility. We connect the brightest minds in accounting and finance to build high-performing teams using cloud-based tech stacks and a robust methodology.
Manages hundreds of other clients at once.
Rigid organizational structures make it difficult to increase size of engagement.
Unpredictable hourly rates or very limited offering in fixed-fee engagement.
Outsourcing to various offices can be time consuming and overwhelming to manage.
Combined insights and can be difficult to coordinate and communicate across multiple departments.
Our Virtual CFOs work with a small group of clients at a time.
We scale our finance teams to grow alongside your company.
We’ll work with you to build a customized, fixed-fee monthly plan to meet your objectives.
Our finance teams are custom built to bring in the exact type of expertise needed.
Our finance teams work with a variety of companies to recognize patterns and share insights.
Employee works for one employer on a full-time basis.
Scaling requires continuous resources in hiring and training.
Fixed salary increases in large increments with each new hire and requires long-term commitment.
Hiring requires full-time commitment to specific expertise each individual is bringing in.
Insights and advice limited to specific experience of individual hired.
We’ve helped our clients raise over $20M+ in debt and equity in our first two years of business alone. We’ve also helped them allocate capital to maximize growth, streamline processes to run lean and strong, and adopt best practices to navigate change proactively.
Our CFO services:
Reporting and data visualization packages for management and investors.
Budgeting and variance analysis.
Capacity planning to help align revenue growth with hiring plan.
Deck preparation and analysis for board meetings.
Slide deck and pitch preparation during debt and equity raises.
Coordinating due diligence process when raising funds or preparing for an acquisition.
Financial goal setting and tracking, from extending runway to maximizing growth.
Cap table management (tracking vesting schedules, shareholder residency, etc.)
We’re experts at turning data and spreadsheets into insights that you can act on. We’ll help you visualize the performance of your business, break down your unit economics, and build models that help you make decisions with confidence, and translate the language of finance and accounting into a story that you can understand.
Our business intelligence services:
Tracking & calculation of SaaS metrics (churn, MRR, CAC).
Analysis of agency metrics (sales pipeline, utilization, project margins).
Analysis and tracking of cash inflow and outflow.
Scenario analysis for deployment of capital upon raise.
Forecast modelling and what-if analysis.
Analysis and presentation of sales metrics.
Detailed slicing and dicing of data into KPIs.
Working capital calculations to analyze cash position and runway.
We protect the integrity of your financials so you can make decisions with confidence. We’ll build processes to manage your bookkeeping, accounts payable, payroll, and accounts receivable using a cloud-based, integrated tech stack.
Our controllership services:
Cloud bookkeeping using an integrated tech stack.
Cash & Accounts Payable management.
Preparation of working papers to streamline year-end audit or review engagement.
Preparation and filing of sales tax returns.
Coordinating year-end process and US tax obligations with a third party accounting firm.
Managing grant application process and reporting (SR&ED, IRAP, etc.).
Payroll & HR management.
Preparation of annual T4/T5 slips.
Curious to learn how we can help your business grow? Get in touch to schedule a complimentary consultation with a Virtual CFO.
We’d love to hear from you!