Our Services
Fractional CFO and Finance Leadership
Forecasting and Financial Performance Reporting
Fractional CFO and Finance Leadership
Fractional CFO (part-time executive finance leadership)
Interim CFO / Finance Director coverage during vacancies or transitions
Financial leadership coaching for finance team
Budgeting and Financial Planning
Forecasting and Financial Performance Reporting
Fractional CFO and Finance Leadership
Annual operating and capital budget development support
Multi-year financial plans and sustainability modeling
Reserve strategy and policy support
Scenario planning (inflation, revenue shocks, service-level changes)
Forecasting and Financial Performance Reporting
Forecasting and Financial Performance Reporting
Forecasting and Financial Performance Reporting
Monthly/quarterly forecasting and variance analysis
Executive dashboards and council-ready reporting packages
Key performance indicators (financial
+ service-related measures)
Simplifying financial statements for non-financial decision-makers
Funding, Grants, and Contribution Agreements
Funding, Grants, and Contribution Agreements
Forecasting and Financial Performance Reporting
Funding agreement compliance support (federal/provincial/ISC/other)
Grant reporting templates, schedules, and tracking tools
Program costing and funding gap analysis
Audit readiness for funding programs (non-audit support)
Governance, Policy, and Internal Controls
Funding, Grants, and Contribution Agreements
Governance, Policy, and Internal Controls
Financial policy reviews and updates (purchasing, signing authorities, travel, etc.)
Internal controls assessment and improvement plans
Delegation/authority frameworks and financial accountability models
Governance-friendly reporting and decision briefs for councils/boards
Audit Readiness and Remediation Support
Funding, Grants, and Contribution Agreements
Governance, Policy, and Internal Controls
(Not external audit services)
Year-end readiness planning and
working-paper support
Responding to audit findings and creating remediation plans
Strengthening processes to prevent repeat findings
Systems, Process Improvement, and Analytics
Systems, Process Improvement, and Analytics
Systems, Process Improvement, and Analytics
Financial process reviews (payables, receivables, payroll, budgeting cycle)
Chart of accounts and reporting structure improvements
ERP/finance system requirements and selection support (needs analysis)
Building practical templates/tools (forecast models, budget workbooks)
Capacity Building and Training
Systems, Process Improvement, and Analytics
Systems, Process Improvement, and Analytics
Council/Chief & Council financial literacy workshops
Staff training on budgeting, forecasting, reporting, controls
Custom “how-to” guides and standardized templates for consistency
Special Projects
Systems, Process Improvement, and Analytics
Special Projects
Service costing and user-fee reviews
Capital planning and affordability analysis
Due diligence and financial review for partnerships or agreements
“Turnaround” support for organizations under financial pressure
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