What We Do
Our work goes far beyond financial reporting. We translate your business goals into a clear financial roadmap, building detailed forecasts, budgets, and models that guide decisions with precision. We implement sustainable processes for the preparation of financial statements. When the bank needs answers, we make sure you have exactly what they need. And if you’re thinking about funding or planning an exit, you can rest assured that it will stand up to the strictest scrutiny.
Our clients come to us for financial expertise, but what they stay for is trust. We’re the kind of partner you can call when the stakes are high and the path forward isn’t clear. Our role extends past the numbers, into the conversations that don’t happen in boardrooms: the turning points, the pressure points, and the moments that keep you up at night. We bring clarity when it’s urgent, calm when it’s complex, and a commitment to protect what you’ve built.
CFO Collective is financial intelligence with substance and heart. Strategic rigour, personal partnership, and the kind of real-world experience that changes the way you lead. Our team can improve so much more than just your numbers: we’re here to improve your business—and your life.
Fractional CFO Services
- All the benefits of a full-time CFO, at a fraction of the cost!
- Value-added services as unique as you and your business
- Flexible on hours, schedule and location – in this remote world, we can help you where you are, when you need it
- An extensive network of professionals to support your corporate AND personal needs
A Chief Financial Officer (CFO) is more than an accountant. Every business needs solid bookkeeping, including a Controller, to ensure that the basic financial reporting and compliance are functioning well. This is a foundational requirement for any business to operate in a healthy manner. In the early stages of a business’ life cycle, this is usually enough. As a business grows in size and complexity, more sophisticated strategic, financial and operational support is required. Serving as a confidant, a CFO takes their business and finance knowledge and applies it to long-term planning, budgeting, forecasting, bank management and operations.
As an entrepreneur and business owner, your strengths and focus likely lie in other areas. How can you benefit from a CFO, even when your business is not ready for a full-time resource? This is where a part-time or fractional CFO is ideal. They provide the CFO services that your business requires, at each maturity level. Services are tailored to meet those needs and support the operations and the owners through a business’ evolutionary path. With a fractional CFO, you get all the benefit of a full-time CFO, at a fraction of the cost! This is often a perfect fit for many small and medium-sized businesses…
We are not employees, and work on a contract for a predetermined number of hours per week or month. BUT, at CFO Collective, our team is part of your team! The goal is to develop a deep and value-add relationship, that will bridge you until a full-time CFO is needed.
The responsibilities of a fractional CFO may vary depending on the needs of the company, but they often include:
- Financial planning and analysis: developing financial strategies, forecasting, and budgeting to support the company’s growth objectives;
- Financial operations and reporting: implementing a sustainable processes for the preparation of financial statements and internal management reporting, the analyzing of financial data, and presenting reports to stakeholders;
- Cash flow management: monitoring and managing cash flow and working capital, and optimizing financial resources;
- Fundraising and capital management: assisting with fundraising efforts, managing relationships with your bank and investors, and optimizing capital structure;
- Business advisory: providing strategic advice, supporting decision-making, and helping the company achieve its overall goals;
- Risk management: identifying and mitigating financial risks, and developing and implementing internal controls;
Our Process
Build a business that has a solid foundation for profitable growth, with finance and operational support curated to your company’s unique requirements. CFO Collective will help you blow through barriers in accounting, finance, strategy and operations by:
- Focusing on what your company needs, when you need it;
- Tailoring your resources to address your specific business challenges;
As an entrepreneur, you are on a journey, and as your business grows the needs are constantly changing. But are your current strategies and business processes struggling more and more to keep up with these changes?
There are a variety of needs for your business:
- Grow sales
- Improve profitability
- Manage cashflow
- Obtain funding
As an entrepreneur and owner, you have needs as well:
- Move from working “IN” the business, to working “ON” the business
- Reduce your stress and make more personal time
- Build a business that can be sold for maximum value
As these business and personal needs come together, you could use a little (or even a lot) more support. We have the team, tools and processes to help you get there:
- Blocking and tackling
- Eliminate the stress related to basic compliance for payroll, sales tax and income tax
- Improve your ability to make informed decisions through timely month reporting and basic internal management reporting
- Evaluate the current back-office processes and recommend improvements
- Put in place basic reporting requirements around all reporting and remittance requirements
- Help determine and find required resources to close any gaps
- Making the bank your friend
- No more struggling with surprises related to finance availability and bank reporting
- Build a proactive and positive relationship with your bank, in order to obtain the funding you need and better flexibility from the bank
- Develop and maintain a strong and trusted banking relationship
- Provide assurance to the bank that things are in control
- The increased level of confidence leads to improved bank support of the business
- Evolving your internal processes for a bigger, better business
- Use a simple and effective strategic planning process to set a longer-term roadmap that you and your team can follow
- Turn this roadmap into an annual budget and rolling forecast that will set targets, limits and accountability
- Develop and implement lean principles in a paced and thoughtful way, to improve efficiency, reduce errors and increase throughput
- Strategy development – utilize deep experience and proven tools to take you through a rigorous strategic planning process, working with you and your team to develop a road map for the next three to five years;
- Entrepreneurial coaching – as a confidant, dovetailing well with your external advisors and peer groups, to support your business and personal improvement goals;
- Budgeting and forecasting –take the long-term strategic plan and operationalize it into a meaningful and actionable budget and rolling-forecast, to guide your team, set goals and ensure accountability
- Operational excellence – use lean operations and Six Sigma tools to help your team address operational issues
Just set up a 30-minute on-line introductory meeting with Rob. What do you have to lose?
Talk to Rob
647-261-1823