Virtual CFO

Without the need for a full-time salary, our consulting team works closely with you to provide a clear picture of the current state of your business as well as offering leadership on strategic direction for the future.

CFO services include but are not limited to:

  • Forecasting and Budgeting
  • Fundraising & Deck Support
  • Merger & Acquisition Support
  • Strategic Planning
  • Financial Department Oversight & Internal Controls Assessment
  • Business Case Analysis 
  • Cashflow Management
  • Financial Modelling Risk Assessment & Management
  • KPI Development and Monitoring
  • Data Analytics
  • IFRS Financial Statement Preparation

Here’s a peek at CFO projects our team has managed this past year:

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    Sale of Business Navigation

    Successfully navigating sales for two privately owned companies to public companies

  • Cryptocurrency IFRS Statements

    Quarterly International Financial Reporting Standards (IFRS) Financial Statements for Canadian Securities Exchange (CSE) listed company

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    Corporate Fundraising

    Conducting fundraising strategy and execution, raising over $10M for corporate clients

  • Interim CFO for Cannabis Retailer

    Interim CFO for a $70M market cap cannabis retailer. We created forecasts, budgets, KPIs, pro-forma financials in anticipation of going public, and a robust financial model for cannabis retail, while assisting with general financial management

  • CFO for a Publicly Traded Company

    CFO for a publicly traded company on the Canadian Securities Exchange (CSE) managing strategy, financial department, financial reporting, mergers and acquisitions, business strategy, business models and deck support

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    Financial Consulting for Cannabis Retailer

    Consultant for an $84M market cap cannabis retailer listed on the Toronto Stock Exchange (TSX). We worked with their team to produce their sales forecasting models for an aggressive go to market plan

We've worked with

  • Upgrade Labs logo
  • 40 Year of Zen logo
  • Bulletproof Media logo
  • Neurotech 40 logo
  • GoChip logo
  • Feel Well Logo
  • COX Development logo
  • The Cedars logo
  • Foxy Boxy logo
  • Halo Brewery Logo
  • Jeremy Koreski Logo
  • One Feather logo
  • Red Door Landscape Services logo
  • Salt Spring Shine logo
  • suite genius logo
  • Team Rubicon Canada Logo
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Financial Guidance Unique to Your Business

Metrics financial data analysis experts make sense of your data to help you make better decisions for your company. Predict future trends, monitor performance, and make educated decisions for your future.