Fractional CFO support for small business owners — from It All Adds Up Accounting

You already have a great business, but the numbers don’t always tell a clear story.
Cash flow feels unpredictable, margins move around, and tax season sneaks up again.

That’s where we come in.
Our Financial Health Check gives you the clarity and confidence to make better decisions — without the cost of hiring a full-time CFO.

✅ Review of your financial statements and bookkeeping setup
✅ Key cash flow and profitability analysis
✅ 60-minute one-on-one strategy session (virtual or in-person)
✅ Action plan with 3–5 clear next steps for growth

We’ve helped entrepreneurs, agencies, and service-based businesses build financial systems that actually make sense.

Led by a CPA with more than a decade of experience reporting directly to CEOs and boards, we speak your language — no jargon, just practical advice that helps your business add up.

Step 1: Book a free 15-minute intro call — tell us about your business and goals.
Step 2: Financial Health Check (2 weeks) — we review your numbers and prepare insights.
Step 3: Strategy Session — 60-minute meeting + written summary & recommendations.
Step 4: Next Steps — continue with our fractional CFO service only if you’d like ongoing support.

⭐ Financial Health Check — $650 CAD (one-time)
A 2-week diagnostic of your financials plus a 60-minute strategy session.
You’ll get clear insights into your cash flow, profit margins, and next steps for growth.

🌿 Fractional CFO Lite — $950 / month (optional)
Perfect for growing businesses that want monthly financial clarity without a full-time CFO.
Includes forecasting, monthly check-in call, and ongoing email support.

🚀 Growth CFO Partner — $2,000 / month (optional)
Full partnership support for established businesses.
Includes weekly strategy calls, KPI dashboard, investor or board reporting, and growth planning.