Whether you are starting out or scaling your business, managing your money is non-negotiable. We offered tailored financial services to support your business at every stage – from keeping your books clean to providing strategic CFO support and financial coaching that builds lasting wealth.
Our Services
Monthly Bookkeeping Services
Stay organized, compliant, and in control of your business finances with our professional bookkeeping services. We go beyond just categorizing transactions – we deliver clarity.
Our bookkeeping services include:
Accurate recording of transactions
Monthly reconciliations (bank and credit cards)
HST reporting
Financial statement preparation
Accounts payable and accounts receivable tracking
Customized reporting
Ongoing support
Bookkeeping with Monthly Financial Coaching
Want to feel in control of your finances instead of guessing your way through? Our coaching helps you build financial confidence, one session at a time.
Your coaching package includes:
All bookkeeping services listed
Financial statement interpretation
Goal setting and accountability
Cash flow clarity
Profit planning
Debt reduction and savings strategies
Money mindset support
Email support between sessions
Nonjudgmental environment
Fractional CFO Services
Get executive level financial strategy without the full-time salary. Our CFO packages grow with you, offering the right level of support as your business evolves.
Your fractional CFO package includes:
Financial strategy and planning
Cash flow forecasting
Budget and variance analysis
KPI development and monitoring
Financial reporting and insights
Scenario planning
Fundraising and capital strategy
Team oversight
CEO-level support
Ready to Get Started?
YOUR BUSINESS DESERVES EXPERT FINANCIAL GUIDANCE.
Reach out today for your free consultation and discover how the Fractional CFO Agency can help you unlock the full potential of your tech company.