Practical finance frameworks used in fractional CFO and Controller engagements across Canada and the US. Each resource is available on request — no automated downloads, no spam.
A rolling short-term liquidity framework that maps actual cash movement — not just accounting profit. Covers collection timing, customer concentration exposure, statutory remittance scheduling, and weekly variance review. Built for leadership teams who need to see what's coming before it arrives.
An operational finance framework for navigating constrained liquidity without losing stability or leadership visibility. Covers receivables acceleration, payables prioritization, supplier communication, and short-term financing evaluation. The emphasis is on operational discipline, not accounting entries.
A structured budgeting and forecasting framework that turns the annual budget from a static document into an active management tool. Covers zero-based and driver-based methodologies, rolling forecast structures, scenario planning, KPI alignment, and leadership accountability — designed specifically for companies in the $2M–$20M range.
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