CFO advisory
CFO advisory in Calgary
Part time CFO support for Calgary owners: cash flow visibility, management reporting and scenario planning. From $350/hr. First call is free.
Accounting consultation from $350/hr. See starting fees. Amounts are starting prices plus 5% GST.
Calgary office · eligible remote work across Canada
Financial perspective when the decision gets bigger
Growing businesses often have accurate financial statements but still need help turning them into a decision. CFO advisory creates space to review cash flow, margins, forecasts, financing questions, and the few indicators that genuinely matter to the owner and management team.
The work can be ongoing or focused on a specific decision. We keep the reporting proportionate to the business, explain what is driving the numbers, and help you compare realistic options without burying the conversation in a large dashboard.
Before you call
What happens on the first call
The first conversation is free and takes about 10 to 15 minutes. A team member in Calgary answers, asks what is urgent, and explains the useful next step. There is no obligation to start an engagement.
- Step 1
Tell us the pressure point
A CRA letter, a filing deadline, messy books, payroll, or a decision you need to understand.
- Step 2
We ask a few practical questions
Entity type, province, records, software, and the date that matters. You do not need a perfect file first.
- Step 3
You leave with a next step
We explain the work, the information required, timing, and price before anything begins.
Ready now? Call +1 (587) 894-7451 or .
Fees
How we price the work
The first conversation is free. Starting fees are published on the fees page. Those amounts are starting prices and subject to 5% GST. Final fees depend on complexity, volume, record quality and scope. Fixed fees are provided where the engagement scope can be determined in advance. You will know the price before paid work starts.
Client feedback
What Calgary clients say
Husain Haroun, CPA, FCCA
Meet the founder who reviews the work“Working with HBT Accounting and the team was extremely efficient, thorough and professional.”
“HBT Accounting has a great team, as they have done all my annual taxes in professional way.”
“The team was helpful, easy to communicate with, and made everything stress free.”
Service scope
Decision support without an oversized reporting package
The exact responsibilities, timing, and records depend on the agreed engagement. These are the areas we can discuss when shaping a scope that fits your business.
Cash flow visibility
Review timing, working capital pressures, and assumptions that affect the business's near term cash position.
Management reporting
Focus reporting on a small set of understandable measures tied to the decisions management is making.
Scenario planning
Compare documented assumptions for hiring, financing, investment, pricing, or growth before committing resources.
How the work begins
A clear process before the accounting starts
- Step 1
Define the decision
We begin with the choice, concern, or planning horizon rather than producing a dashboard without a purpose.
- Step 2
Build from reliable information
We identify the records, operational inputs, and assumptions required for a useful analysis.
- Step 3
Review options and actions
We explain the trade offs, record the assumptions, and agree on what to monitor after the decision.
Common question
What is fractional CFO advisory?
Fractional CFO advisory gives a business access to experienced financial guidance without hiring a full time executive. The work can focus on planning, reporting, cash flow, or a specific business decision.
Helpful guides