Advisory and part-time CFO
The expertise of a CFO, when you need it, without the cost of a full-time position.
What I do for you
Understand your numbers to make better decisions
-
Financial health assessment
A clear picture of your business's financial health (profitability, liquidity, debt) with concrete ways to improve.
-
Operations review
A review of your processes to find where time and money are being lost, and how to fix it.
-
Budgets and cash flow forecasts
Anticipate your cash needs, plan your investments and avoid surprises.
-
Dashboards
A few key indicators, chosen for your business and tracked regularly.
-
Financing applications
Preparing the statements, forecasts and analyses to present to your bank or partners.
-
One-time or ongoing support
A specific engagement, or a monthly meeting to track your results and prepare your decisions.
Frequently asked questions
Your questions
What is a part-time CFO?
A chief financial officer who works for your business a few hours or days a month. You benefit from their expertise without hiring full time.
Is it a one-time or an ongoing engagement?
Both are possible. Some clients need an assessment or a budget only once; others prefer monthly follow-up. We choose the approach together.
How do I know if my business needs it?
If you're making important decisions (hiring, investing, financing, growing) without all the financial information in hand, it's probably the right time to talk.
Do you work with non-profit organizations?
Yes. I volunteer on boards of directors myself and know the reality of non-profits well: budgets, accountability and financial reporting to the board.
Other services
Let's talk about your next decisions
A free 30-minute call to define your needs, with no obligation.