Fractional CFO Services That Elevate Your Business Beyond the Basics

Unlock the potential of your business with strategic financial leadership. Our Fractional CFO services provide tailored solutions to enhance cash flow, budgeting, and financial planning.

Strategic Financial Leadership to Drive Your Business Forward

Navigating the complexities of a growing business requires financial clarity and expert guidance. 

Whether you're optimizing for growth, streamlining operations, or embracing the latest accounting technologies, we’re here to empower your business with the insight, strategies, and tools to thrive.

Get Expert Financial Guidance

Gain access to seasoned CFO-level expertise without the full-time commitment, ensuring your finances are managed with precision and insight.

Build Tailored, Long-Term Partnership

We become an extension of your team, delivering trustworthy, hands-on support to help you achieve sustained success.

Drive Tech Efficiency

Stay ahead by integrating modern accounting tools that simplify processes, improve accuracy, and save time.

Fractional CFO Services: Your Partner in Financial Growth

Providing expert financial leadership to streamline your operations, manage your cash flow, and drive strategic growth—without the full-time commitment.

Cash Flow Management

Monitor, forecast, and optimize your cash flow to ensure financial stability and agility.

Performance Analysis

Assess and enhance your financial performance with detailed reporting and insights.

Stakeholder Communication

Prepare and present professional financial reports for investors, lenders, and board members.

Financial Planning

Craft tailored financial strategies that align with your business goals and long-term vision.

Growth Strategy Development

Align your finances with a clear plan for sustainable growth.

Budgeting and Forecasting

Develop accurate, actionable budgets and forecasts to guide your business decisions with confidence.

Technology Integration

Implement and optimize accounting tools to modernize processes and improve efficiency.

When to Bring in a Fractional CFO

Navigating critical phases in your business can be both exciting and challenging. A Fractional CFO provides the expertise and strategic insight needed to tackle these pivotal moments with confidence and clarity.


Business Growth

Scaling your business often brings increased complexity to financial management. A Fractional CFO ensures your cash flow, budgets, and financial strategies align with your growth objectives while identifying opportunities to maximize profitability.



Mergers and Acquisitions

From evaluating potential opportunities to managing financial due diligence and post-acquisition integration, we guide you through the complexities of mergers and acquisitions with a steady hand and expert advice.



Financial Restructuring

Whether improving operational efficiency, addressing cash flow challenges, or re-aligning resources, our financial expertise can help you restructure with precision and build a more resilient financial foundation.

What Our Customers Say

  • "Lisa and her team at Compass Accounting have been exceptional! Their expertise, reliability, and dedication to my business’s financial health have been invaluable. I'm forever grateful for the personalized approach that makes everything easy. I trust their advice completely! I couldn’t ask for a better team to manage my accounting needs. Highly recommended!"

    - James T.
    Crystal Cave Inc.

  • “I have been a client of Compass Accounting since 2021. Lisa is extremely responsive, professional, and approachable. She takes the time to answer any questions or concerns I have and is very personable! I highly recommend Compass Accounting for your accounting needs!”

    - Brooke R.
    BC Cosmetics

  • “I’ve been a client of Compass Accounting for 24 years, and Lisa and her team are second to none. They’ve expertly handled both my personal and business taxes, always demonstrating exceptional expertise, reliability, and a personal touch. What sets them apart is their attention to detail and proactive approach. When a big accounting firm in Ottawa made costly mistakes on my business taxes, Lisa caught them—saving me time, money, and headaches with the CRA. Their responsiveness and commitment to doing things right make them invaluable. If you’re looking for a knowledgeable and trustworthy accounting firm, I highly recommend them.”

    - Kelli M.
    Kemptville Mini Storage

FAQs

  • A Fractional CFO is a part-time or on-demand financial expert who provides strategic financial leadership and guidance for your business without the full-time commitment. We collaborate with your team to handle key financial tasks such as cash flow management, budgeting, and strategic planning, tailored to your business’s specific needs.

  • While an accountant focuses on bookkeeping, tax compliance, and reporting, a Fractional CFO provides high-level financial strategy, planning, and decision-making support. We focus on the bigger financial picture to drive your business forward.

  • The duration depends on your business needs. Some clients require short-term assistance for specific projects, while others prefer ongoing support to address evolving financial challenges.

  • Costs vary based on the scope of services and the duration of the engagement. With a Fractional CFO, you get expert-level guidance tailored to your business without the expense of a full-time CFO.

  • Absolutely! We collaborate seamlessly with your existing accounting and finance team to enhance your financial processes and strategies, ensuring a cohesive approach.

  • Yes! We specialize in integrating and optimizing modern accounting tools and technologies to improve efficiency, accuracy, and decision-making within your business.

Book Your Free Finance Audit

Get a better understanding of your business through our finance audit today. Let’s discuss your unique needs and business goals.