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Explore our virtual CFO services In Southern Ontario.

Helping you manage the day-to-day financial challenges of your business.

Considering outsourcing CFO duties?

A virtual or fractional CFO may be the solution you are looking for. Sound decision making is based on solid information, particularly when it comes to the financial health of your business.

Business positioned for growth can take advantage of the expertise a CFO delivers at a rate that is manageable for the current size of the company. Our team takes a collaborative approach in offering full-cycle services to your business.

Part of SB Advisory

SB Advisory is designed to bridge the gap between full-time CFOs and outsourced accounting and bookkeeping services.

Our Virtual CFO functions include:

  • Consolidation of financial statements
  • ERP implementation advice
  • Budgeting and Forecasting
  • KPI review
  • Capacity planning
  • Compensation design (including commissions)
  • Strategic and operations management
  • Capital budgeting
  • Capital Structure Planning
  • Business Process Improvement

Benefits Of Outsourcing A CFO

Outsourcing CFO services or hiring a virtual CFO provides freedom and flexibility to accomplish more in your business. With the right advisors, solid accounting and bookkeeping in place and regular reporting you will be in the best situation to guide your company.

Get control of your business

Growing business leave business owners scrambling to catch up if they haven’t developed processes and schedules to stay on top of paperwork. A virtual CFO can step in and help your business stay on top of operational excellence and profitability.

Growing and scaling on a budget

Avoid the shocks of escalating costs, expenses and taxes. A virtual CFO is experienced at managing growth, and anticipating potential challenges and pitfalls.

Efficiently manage resources

Particularly your time! Avoid spending precious resources chasing paperwork, and compiling data when you can outsource CFO services. Spend more time developing your teams, products, services and customer base.

Who We Work With

  • Business owners
  • SMEs
  • Start-ups
  • Private corporations


Consider virtual CFO services if you find yourself:

  • Procrastinating on addressing your financials
  • Unsure of how to handle the next set of challenges
  • Consumed with operations, production, HR and clients
  • Positioned for growth, but feel stuck

You need a CFO when you have a growing team, board of directors, or not enough time to manage all the paperwork and consistently review the financial health of your company.

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