CFO Services Canada
| Features | Small business / low activity | Growing business | Established business with multiple departments | Complex / Full CFO Advisory |
|---|---|---|---|---|
|
Compliance Name |
Financial Review & Cash Flow Support |
Monthly CFO Reporting & Planning |
Advanced Forecasting & Strategy |
Full Finance Function Oversight |
|
Service Detail |
Basic financial review and monthly advisory for businesses needing clear financial visibility. |
Monthly CFO support with reporting, budgeting, and cash flow planning for growing businesses. |
Complete CFO advisory for complex businesses, investor reporting, multi-entity planning, and finance leadership. |
Local Resident Director & Corporate Governance Compliance |
|
Monthly Financial Review |
✓ Basic |
✓ Standard |
✓ Detailed |
✓ Full review |
|
Management Reports |
✓ Summary |
✓ Monthly report |
✓ Detailed report |
✓ Board / investor ready |
|
Cash Flow Planning |
✓ Basic cash flow check |
✓ 3-month cash flow forecast |
✓ 6–12 month cash flow forecast |
✓ Full cash flow management |
|
Budgeting & Forecasting |
✕ Not Included |
✓ Basic annual budget |
✓ Detailed budget & forecast |
✓ Advanced rolling forecast |
|
KPI Dashboard |
Not Included |
✓ Basic KPI dashboard |
✓ Detailed KPI dashboard |
✓ Custom executive dashboard |
|
Profitability Review |
Limited |
✓ Standard margin review |
✓ Product / service profitability review |
✓ Department / entity-level profitability |
|
Strategic Advisory |
Limited email guidance |
✓ Monthly advisory |
✓ Strategy call included |
✓ Priority strategic advisory |
|
Bookkeeping Oversight |
Review only |
Monthly bookkeeping review |
Detailed bookkeeping supervision |
Finance team / bookkeeper oversight |
|
GST/HST & Payroll Review |
✕ Not Included |
Limited review |
✓ Standard review |
✓ Detailed compliance review |
|
Tax Planning Coordination |
✕ Not Included |
Limited coordination |
✓ Included |
✓ Advanced tax planning support |
|
Bank / Lender Support |
✕ Not Included |
Limited |
✓ Standard |
✓ Priority support |
|
Investor / Board Reporting |
✕ Not Included |
✕ Not Included |
✓ Basic package |
✓ Detailed package |
|
Meetings Included |
1 call / month |
2 calls / month |
4 calls / month |
Custom meeting schedule |
|
Support Call |
✓ 30 minutes |
✓ 60 minutes |
✓ Up to 2 hours |
✓ Priority support |
|
Best For |
Owners who need basic financial clarity and cash flow visibility. |
Growing businesses that need regular CFO-level review and planning. |
Businesses needing forecasting, profitability review, and strategic decision support. |
Complex businesses needing ongoing CFO leadership, board-ready reporting, and finance oversight. |