Strategic Finance Leadership
A senior finance partner in the room for the decisions that shape the next three years — pricing, capital allocation, hiring plans, and expansion.
Fractional CFO Services · Markham, Ontario
Finance leadership that turns your numbers into decisions.
CFOs In Action gives growing companies across Canada and the United States the strategic finance function they need — cash flow control, credible forecasts, and margin discipline — without the cost of a full-time executive.
Senior-level, part-time
Executive finance capability sized to your stage.
Forward-looking
Forecasts and scenarios, not just historical reporting.
Cross-border ready
Working with Canadian and U.S. operating companies.
The gap
Your bookkeeper closes the month. Who owns the next twelve?
Most growing businesses reach a point where accurate historical reporting is no longer enough. Revenue climbs but cash gets tighter. A new product line looks profitable until overhead is allocated properly. A lender or investor asks for a three-year model and the answer takes three weeks.
That is a finance leadership gap, not an accounting problem. We step in as your CFO on a fractional basis — building the forecasting, reporting, and decision framework your business has outgrown, and staying on as the person accountable for it.
See how we workWhat we do
Six areas where a CFO changes the outcome
Cash Flow Management
Thirteen-week rolling cash visibility so you always know what is coming, what is committed, and where the pressure points are.
Budgeting & Forecasting
Driver-based models that connect operational reality to financial outcomes — and get updated when reality changes.
Profitability & Margin Analysis
Unit economics by product, service line, customer, and channel, so growth adds profit instead of consuming it.
Fundraising & M&A Readiness
Get your financial house in order before diligence starts — clean numbers, defensible assumptions, and a story that holds up.
Operational Finance & Systems
Close the books faster and trust the output. We tighten process, controls, and the tools behind them.
The engagement
A structured start, then a steady rhythm
01
Discovery
A working session on your goals, constraints, and current numbers.
02
Diagnostic
A review of cash, margin, reporting, and controls with clear findings.
03
Build
Forecast model, KPI reporting, and the fixes that matter first.
04
Operate
Ongoing CFO cadence: monthly review, quarterly reset, board support.
Who we help
Owner-led and investor-backed companies, typically $2M to $75M in revenue
Professional Services
Agencies, consultancies, and firms billing by project or retainer, where utilization and realization drive the P&L.
Technology & SaaS
Recurring-revenue businesses that need clean ARR reporting, retention metrics, and a runway view investors respect.
Manufacturing & Distribution
Inventory-heavy operations where landed cost, working capital, and margin by SKU decide whether growth pays.
Construction & Real Estate
Project-based finance with progress billing, WIP schedules, holdbacks, and lender reporting requirements.
Healthcare & Clinics
Multi-site practices balancing payor mix, staffing costs, and expansion economics across locations.
E-commerce & Consumer
Contribution-margin discipline across channels, with inventory purchasing tied to a realistic cash forecast.
Insights
Notes from the finance seat
Cash Flow
The 13-Week Cash Forecast, and Why It Beats Your Bank Balance
A bank balance tells you where you have been. A rolling forecast tells you what you can commit to. Here is how to build one that people actually maintain.
6 min read
Leadership
Seven Signs Your Business Has Outgrown Bookkeeping Alone
Accurate historical records are the floor, not the ceiling. These are the moments when owners typically start looking for finance leadership.
5 min read
M&A
What Buyers Actually Look For in Your Financials
Diligence rarely fails on valuation. It fails on unexplained adjustments, inconsistent revenue recognition, and numbers that move between versions.
7 min read
Let's talk about what your numbers should be telling you.
A 30-minute introductory call, no cost and no obligation. We'll discuss where you are, where you're headed, and whether fractional CFO support is the right fit.