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

One

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.

Two

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.

Three

How the work begins

  1. Step 1: Define the decision

    We begin with the choice, concern, or planning horizon rather than producing a dashboard without a purpose.

  2. Step 2: Build from reliable information

    We identify the records, operational inputs, and assumptions required for a useful analysis.

  3. Step 3: Review options and actions

    We explain the trade offs, record the assumptions, and agree on what to monitor after the decision.

Four

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.