Controlling costs and measuring results is the job of the Chief Financial Officer (CFO) and most companies under $20M can’t afford a full-time CFO. The CFO Exchange was created to fill the void by providing internal financial management across three functions, Bookkeeping, Financial Modeling and Raising Small Money (Under $1M). We are not an accounting firm our audit service.

Our experience is that many entrepreneurs do not have their financial house in order for two reasons; They are so busy with the client facing issues that they have no time for the details of finance or the financial side of the business is not their core competency leaving them with a knowledge gap. In either case this can cause tremendous pain for them downstream as the business grows. 

The CFO Exchange provides the CEO with the opportunity of exchanging knowledge with some of Canada’s leading financial thought leaders. In essence you get a team of financial specialists working internally on a shared cost basis A part-time CFO for most companies can provide seasoned strategic advice without the high cost of a full-time CFO.

Click to view our brochure with our complete list of services

Virtual CFO Services

Financial Coaching

Financial Planning

Raising Capital

Growth Plans

Health Benefit Audits