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.
Prepared by HBT Accounting, a CPA led firm in CalgaryUpdated 5.0 on Google, 59 reviews
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.
Decision support without an oversized reporting package
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
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.
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.
Accounting consultation from $350/hr. Amounts are starting prices plus GST or HST where it applies. Final fees depend on scope, and we quote a fixed fee once the work is clear. See starting fees. The first conversation is free and takes about 10 to 15 minutes.