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You are in the right place if you
- Struggle with cash flow, don't know how to generate consistent cash flow.
- Are an expert in your trade but do not have the financial background to leverage your resource to facilitate growth.
- Have a bookkeeper but don't have enough resource to hire a full time CFO.
Leave the Head-Scratching Behind! Discover What Really Works
What does a fractional CFO do?
We show you what's driving the revenue and costs in your business.
Each year, we will set vision and targets for your business.
We track your profit and cash flow each month.
We analyze what's working and what's not in your business each month.
We meet with you for about an hour each month to discuss the following:
The Triumph Tracker - A scoreboard to keep track of your business performance.
An Action Plan - We will give you a list of action items to work on to improve business performance.
Service Type & Price List
CFO NexusLite
Ideal for business with $300,000 to $500,000 annual revenue
Monthly key metrics and scoreboard discussion.
Cash flow planning to allocate resources to where it's needed most.
Action plan - a list of actionable items for you to take on.
CFO NexusLite Investment - Fuel your business's growth with this monthly investment starting from $2,000 + GST. Discounts available if packaged with Bookkeeping Service.
Add on services available: Bookkeeping, T2 corporate tax filing, payroll, and GST filing.
CFO ElevatePro
Reach new financial heights with our CFO expertise for businesses earning over $500,000 yearly
Everything in CFO NexusLite PLUS:
- Money mindset coaching
- Budgeting and forecasting for upcoming events
CFO ElevatePro Subscription - Subscribe to this monthly plan starting from $2,500 + GST and accelerate your path to success. Discounts available if packaged with Bookkeeping Service.
Add on services available: Bookkeeping, T2 corporate tax filing, payroll, and GST filing.
Business Roadmap
One time business strategy session for $2,500
6 hours of deep dive into all aspects of your business to find out:
- 1 year and 5 year business plan
- current struggles (both business and personal)
- money mindset
- technical aspects (i.e. accounting software selection, HR planning, owner profit distribution strategy, owner/senior management compensation, and/or strong internal control setup etc.)
This also includes a FREE check in call 30 days after the strategy session to check on progress.
Add on services available: Bookkeeping, T2 corporate tax filing, payroll, and GST filing.
Book a Right Fit Call
It All Adds Up Accounting Ltd
Hours
Open today | 09:00 a.m. – 05:00 p.m. |
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