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At cfoxpert, we understand the financial challenges and opportunities that come with managing and growing a business. With over 75 years of combined experience in senior finance roles across 15 countries and 14 industries, we bring global insights and expertise directly to SMEs. Our backgrounds span roles as CFO, COO and Finance Director, equipping us to deliver both strategic and operational financial guidance tailored for your unique needs.

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At cfoxpert, we understand the financial challenges and opportunities that come with managing and growing a business. With over 75 years of combined experience in senior finance roles across 15 countries and 14 industries, we bring global insights and expertise directly to SMEs in Ontario. Our backgrounds span roles as CFO, COO and Finance Director, equipping us to deliver both strategic and operational financial guidance tailored for your unique needs.

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A Fractional CFO?” subheadline=”” html_tag=”h2″ size=”large,;,,;,,;,,;,,;,” align=”inherit,;,,;,,;,,;,,;,” dash=”top” color_scheme=”” color=”” supertitle_position=”outside” font=”inherit” font_size=”” font_weight=”” url=”” target=”_self” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCIsXCJcIl0ifQ==” font_load_extension=”” text_transform=”” superheadline_font_weight=”” superheadline_text_transform=”” subheadline_font_weight=”” subheadline_text_transform=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.5″ semitransparent_text=””][/bt_bb_headline][bt_bb_separator top_spacing=”” bottom_spacing=”normal” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_row_inner bt_bb_toggled=”false”][bt_bb_column_inner width=”1/1″ width_xl=”1/1″ width_lg=”1/1″ width_md=”1/1″ width_sm=”1/1″ width_xs=”1/1″][bt_bb_text]

In today’s volatile and ever-evolving business landscape, access to experienced financial leadership can make all the difference. For small to medium-sized enterprises, a full-time CFO may not be feasible—but that doesn’t mean you should miss out on high-calibre financial support. As your fractional CFO partners, we provide dedicated financial oversight, strategic insights, and customised reporting to guide your business toward sustainable growth and success.

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Business advices given over 30 years

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Businesses guided over thirty years

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Business Excellence awards achieved

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” subheadline=”Ideal for small businesses or startups needing essential financial oversight.” html_tag=”h2″ size=”large,;,,;,,;,,;,,;,” align=”inherit,;,,;,,;,,;,,;,” dash=”top” color_scheme=”” color=”” supertitle_position=”outside” font=”inherit” font_size=”58px” font_weight=”” url=”” target=”_self” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCIsXCJcIl0ifQ==” font_load_extension=”” text_transform=”” superheadline_font_weight=”” superheadline_text_transform=”” subheadline_font_weight=”” subheadline_text_transform=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.5″ semitransparent_text=””][/bt_bb_headline][bt_bb_separator top_spacing=”” bottom_spacing=”medium” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][/bt_bb_column][bt_bb_column lazy_load=”yes” highlight=”no” width=”1/2″][/bt_bb_column][/bt_bb_row][bt_bb_row column_gap=”10″ responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” bt_bb_toggled=”false”][bt_bb_column lazy_load=”yes” highlight=”yes” width=”1/2″ align=”left” vertical_align=”top” animation=”fade_in move_up” padding=”text_indent” background_image=”” inner_background_image=”1813″ background_color=”” inner_background_color=”” opacity=”” background_position=”” background_size=”” inner_background_position=”top” inner_background_size=”cover” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”margin-bottom: 20px;” width_xl=”1/2″ width_lg=”1/2″ width_md=”1/2″ width_sm=”1/2″ width_xs=”1/1″][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_headline font_subset=”latin,latin-ext” superheadline=”COACHING PACKAGE” headline=” 6 SESSIONS” subheadline=”” html_tag=”h4″ size=”normal,;,,;,,;,,;,,;,” align=”inherit,;,,;,,;,,;,,;,” dash=”top” color_scheme=”” color=”” supertitle_position=”outside” font=”inherit” font_size=”” font_weight=”” url=”” target=”_self” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCIsXCJcIl0ifQ==” font_load_extension=”” text_transform=”” superheadline_font_weight=”” superheadline_text_transform=”” subheadline_font_weight=”” subheadline_text_transform=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.5″ semitransparent_text=””][/bt_bb_headline][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_headline font_subset=”latin,latin-ext” superheadline=”” headline=”USD $1,500 ” subheadline=” Plus Applicable Taxes ” html_tag=”h4″ size=”normal,;,,;,,;,,;,,;,” align=”inherit,;,,;,,;,,;,,;,” dash=”top” color_scheme=”” color=”” supertitle_position=”outside” font=”inherit” font_size=”” font_weight=”” url=”” target=”_self” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”p{font-size:18px}” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCIsXCJcIl0ifQ==” font_load_extension=”” text_transform=”” superheadline_font_weight=”” superheadline_text_transform=”” subheadline_font_weight=”700″ subheadline_text_transform=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.5″ semitransparent_text=””][/bt_bb_headline][bt_bb_text bb_version=”5.2.3″ ai_prompt_helper=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IiJ9″]

 

  •  6 Coaching sessions to be completed over 6 months
  • Each session is for approximately 45 minutes but can be extended as long as needed
  • All coaching sessions to be conducted through Google Meet video conferencing at a mutually agreed date and time.
  • All information shared during the coaching sessions shall be kept confidential unless disclosure required by law
  • Coaching fee is non-refundable and is required to be paid before the sessions start

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  • 12 Coaching sessions to be completed over 12 months
  • Each session is for approximately 45 minutes but can be extended as long as needed
  • All coaching sessions to be conducted through Zoom video conferencing at a mutually agreed date and time.
  • All information shared during the coaching sessions shall be kept confidential unless disclosure required by law
  • Coaching fee is non-refundable and is required to be paid before the sessions start

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” subheadline=”Alongside our package offerings, we also provides standalone solutions to address specific business needs:” html_tag=”h2″ size=”large,;,,;,,;,,;,,;,” align=”inherit,;,,;,,;,,;,,;,” dash=”top” color_scheme=”” color=”” supertitle_position=”outside” font=”inherit” font_size=”” font_weight=”” url=”” target=”_self” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCIsXCJcIl0ifQ==” font_load_extension=”” text_transform=”” superheadline_font_weight=”” superheadline_text_transform=”” subheadline_font_weight=”” subheadline_text_transform=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.5″ semitransparent_text=””][/bt_bb_headline][bt_bb_separator top_spacing=”” bottom_spacing=”medium” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][/bt_bb_column][bt_bb_column lazy_load=”yes” highlight=”no” width=”1/2″][/bt_bb_column][/bt_bb_row][bt_bb_row][bt_bb_column lazy_load=”yes” width=”1/2″ align=”left,;,,;,,;,,;,,;,” vertical_align=”top” animation=”fade_in,;,,;,,;,,;,,;,” padding=”normal,;,,;,,;,,;,,;,” background_image=”” inner_background_image=”” background_color=”” inner_background_color=”” opacity=”” background_position=”” background_size=”” inner_background_position=”” inner_background_size=”” highlight=”no” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” order=”0,;,,;,,;,,;,,;,” color_scheme=”” inner_color_scheme=”” align_to_edge_column=”no” bb_version=”5.2.5″ width_xl=”1/2″ width_lg=”1/2″ width_md=”1/2″ width_sm=”1/2″ width_xs=”1/1″][bt_bb_service icon=”businessandfinance_e900″ title=”Finance Function Assessment & Action Plan” text=”We deliver a thorough evaluation of your company’s financial operations, pinpointing key opportunities for improvement and potential risks. 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Our approach ensures processes are simplified, accurate, and reliable.” url=”” target=”_self” align=”inherit,;,,;,,;,,;,,;,” size=”xlarge,;,,;,,;,,;,,;,” color_scheme=”accent-light-skin” style=”borderless” shape=”circle” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” highlight=”” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCJdIn0=” colored_icon=”no_icon” html_tag=”div” vertical_align=”top” font_weight=”” semitransparent_text=”” colored_icon_color_scheme=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.5″][/bt_bb_service][bt_bb_separator top_spacing=”” bottom_spacing=”medium” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][/bt_bb_column][/bt_bb_row][bt_bb_row][bt_bb_column lazy_load=”yes” width=”1/2″ align=”left” vertical_align=”top” animation=”fade_in” padding=”normal” background_image=”” inner_background_image=”” background_color=”” inner_background_color=”” opacity=”” background_position=”” background_size=”” inner_background_position=”” inner_background_size=”” highlight=”no” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” width_xl=”1/2″ width_lg=”1/2″ width_md=”1/2″ width_sm=”1/2″ width_xs=”1/1″][bt_bb_service icon=”businessoffice_e917″ title=”Review Engagement & Audit Readiness” text=”Whether your business is accustomed to or new to audit requirements, we ensure your financial statements are audit-ready in a timely manner. 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” subheadline=”Ideal for small businesses or startups needing essential financial oversight.” html_tag=”h2″ size=”large,;,,;,,;,,;,,;,” align=”inherit,;,,;,,;,,;,,;,” dash=”top” color_scheme=”” color=”” supertitle_position=”outside” font=”inherit” font_size=”” font_weight=”” url=”” target=”_self” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCIsXCJcIl0ifQ==” font_load_extension=”” text_transform=”” superheadline_font_weight=”” superheadline_text_transform=”” subheadline_font_weight=”” subheadline_text_transform=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.3″ semitransparent_text=””][/bt_bb_headline][bt_bb_separator top_spacing=”” bottom_spacing=”medium” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][/bt_bb_column][bt_bb_column lazy_load=”yes” highlight=”no” width=”1/2″][/bt_bb_column][/bt_bb_row][bt_bb_row column_gap=”10″ responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” bt_bb_toggled=”false”][bt_bb_column lazy_load=”yes” highlight=”yes” width=”1/3″ align=”left” vertical_align=”top” animation=”fade_in move_up” padding=”text_indent” background_image=”” inner_background_image=”1813″ background_color=”” inner_background_color=”” opacity=”” background_position=”” background_size=”” inner_background_position=”top” inner_background_size=”cover” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”margin-bottom: 20px;” width_xl=”1/3″ width_lg=”1/3″ width_md=”1/1″ width_sm=”1/1″ width_xs=”1/1″][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_separator top_spacing=”” bottom_spacing=”small” border_style=”none” border_width=”” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=””][/bt_bb_separator][bt_bb_headline font_subset=”latin,latin-ext” superheadline=”PLAN, THEN DO” headline=” Basic Package:” subheadline=”Ideal for small businesses or startups needing essential financial oversight.” html_tag=”h4″ size=”normal,;,,;,,;,,;,,;,” align=”inherit,;,,;,,;,,;,,;,” dash=”top” color_scheme=”” color=”” supertitle_position=”outside” font=”inherit” font_size=”” font_weight=”” url=”” target=”_self” responsive=”” publish_datetime=”” expiry_datetime=”” el_id=”” el_class=”” el_style=”” ai_prompt=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IltcIlwiLFwiXCIsXCJcIl0ifQ==” font_load_extension=”” text_transform=”” superheadline_font_weight=”” superheadline_text_transform=”” subheadline_font_weight=”” subheadline_text_transform=”” animation=”no_animation,;,,;,,;,,;,,;,” bb_version=”5.2.3″ semitransparent_text=””][/bt_bb_headline][bt_bb_text bb_version=”5.2.3″ ai_prompt_helper=”eyJrZXl3b3JkcyI6IiIsInRvbmUiOiIiLCJtb2RlIjoiZ2VuZXJhdGUiLCJsYW5ndWFnZSI6IiIsImxlbmd0aCI6IiJ9″]

 

  • Monthly Financial Reporting
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  • Cash Flow Management
  • Bookkeeping Oversight
  • Monthly Consultation

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  • Includes All Basic Services
  • Advanced Financial Reporting
  • Strategic Planning
  • KPI Tracking & Analysis
  • Tax Preparation Support
  • Quarterly Business Reviews
  • Accounts Receivable/Payable Management healthy cash flow.

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  • Includes All Standard Services
  • Full Financial Management
  • Risk Management
  • Capital Raising Support
  • Custom Financial Models
  • Monthly Board Meetings
  • Weekly Consultations

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