CFO Services

You Get All the Benefits of Full-Time CFO Services.
At a Part-Time Price!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits) for those CFO services.

Congratulations if your business has reached this point!

Schedule an appointment
Financial team reviewing performance charts and forecasts during a finance review, the strategic oversight CFO services provide

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag.

Our part-time CFO services provide you that valuable financial advice at a fraction of the cost, a perfect bridge for this stage of your company’s growth. If a flexible, part-time arrangement sounds like what your business needs, our fractional CFO services explains how these engagements work in practice.

For businesses that want senior financial leadership delivered entirely remotely, our virtual CFO services cover how that model works. And if you would rather hand the entire function to an external team, our outsourced CFO services explain how that model works.

With our part-time CFO services, you can expect to see :

Financial Leadership That Protects and Grows Your Business

  • Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business.
  • More time to focus on your business growth, developing new services, attracting new customers, and dealing with other core business issues.
  • An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
  • An expert to help guide you through tough business decisions and to help you clarify your business plan.

Sharper Numbers Behind Every Decision

  • A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
  • Enhanced budget preparation and monitoring.
  • Profitability analysis per type of products and service lines your business offers.
  • Tips and strategies for saving on taxes.
  • Assistance in long-range planning and the development and prioritization of goals.
  • Better cash management.

A Trusted Hand on the Money Side of Your Business

  • A dedicated member of your team to interact with bankers, lawyers, vendors, etc.
  • Someone to review and negotiate everything from insurance policies to financing options and rates.
  • The development of accounting procedure manuals.
  • Implementation of collection advice policies and procedures.
  • Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Reaching the point where you need this kind of financial leadership is a sign your business is doing well. The next step is making sure your growth is built on numbers you can trust.

Book a call and we will help you put the right level of CFO support in place for where your business is headed.

Schedule an appointment

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Frequently asked questions

What do YMA's CFO services include?

Our CFO services cover the strategic financial side of your business: cash flow forecasting, budgeting and profitability analysis, financing and banking support, oversight of your accounting processes, and proactive tax planning, delivered on a part-time basis scaled to your needs.

Who are CFO services right for?

They suit growing Canadian businesses that have outgrown basic bookkeeping and need executive-level financial guidance, but are not yet ready to carry the cost of a full-time chief financial officer.

Is this the same as a fractional CFO?

In practice, yes. Our CFO services are delivered in a part-time, flexible model, which is what a fractional arrangement means. You can read more on our fractional CFO services page.

Will a CFO work alongside our existing accountant or bookkeeper?

Yes. A CFO builds on the work your bookkeeper and accountant already do, using those numbers for forward planning rather than replacing anyone.

Do you offer CFO services remotely across Canada?

Yes. We work with incorporated businesses and owners remotely across Canada, to Canadian and CRA standards.