Get CFO-level financial reporting, cash flow forecasting, and strategic insight for Business in Ontario
If all an accountant does for you is call you once a year during tax season, then you do not have a financial advisor but a tax filer. That is where a fractional CFO comes in: to give you input on the decision-making between those times, when it comes to being able to make that next hire, how your cash flow will look 90 days out, and what a lender or investor would really want to see.
- Real CFO Strategy – Not on a Six-Figure, Full-Time Salary
- Cash Flow Forecasting You Can Depend On
- Financial Reporting to Impress Investors and Lenders
- The Advisor in the Tough Calls, Not Just the Paperwork
More than Bookkeeping — Your Financial Advisor for the Decisions that Really Count
Bookkeeping will tell you what has happened with your business up until now. Tax filing will keep your business legal. But a fractional CFO will tell you where your business is going to go from here and help you make those decisions. Veritas Taxes offers the kind of CFO-level financial reporting, cash flow management and advisory services that will get you all of this support from an affordable financial partner, without ever having to hire one.
Reasons why a business usually hires a fractional CFO:
- Getting ready to raise money or finance and require investor/creditor-quality financial statements
- Growing fast enough that regular monthly bookkeeping isn’t enough anymore
Faced with a decision that needs numbers — such as hiring, opening a new office or making an acquisition - Getting your company ready for sale and wanting its financial house to be in order first
- OUR SERVICES INCLUDE
Fractional CFO Services to Manage Your Business
- Financial Reporting & Dashboards – Custom financial reporting each month which tells you exactly what is going on in your business, tailored to what matters, not off-the-shelf, cookie-cutter templates.
- Cash Flow Forecasting – Cash flow forecasts that allow you to know your cash position weeks and months ahead of time, not at the end of the month.
- KPI Measurement & Performance Analysis – Identifying and measuring the handful of key performance indicators which will actually help you run your business, not getting bogged down in data which won’t.
- Budgeting & Financial Modeling – Modeling to help you make decisions for fundraising, a key hire, expansion, or whatever important strategic decision requires a different set of assumptions.
- Investor & Lender Reporting – Financials done to the standards required by banks, investors and foundation reviewers, making financing discussions much easier.
- Strategic Financial Advisory – Access to CFO level thinking about the financial decisions that come up between reports.
- HOW WE WORK
A Simple Process Designed Around Your Business
01
Consultation
We begin by understanding your business, financial goals, and accounting requirements.
02
Financial ReviewOur experts review your records, identify opportunities, and assess your current financial position.
03
Strategy & ImplementationWe prepare customized tax and accounting solutions that align with your business objectives.
04
Ongoing SupportReceive continuous financial guidance, reporting, and compliance support as your business grows.
- WHO WE SERVE
Fractional CFO Assistance at Every Stage of Your Business
At Veritas Taxes, we deliver precise, forward-thinking financial strategies that help individuals and businesses stay compliant, grow confidently, and plan effectively for the future. Our team combines deep expertise with modern technology to simplify every aspect of your accounting and tax process.
- Businesses Getting Ready to Raise Money — Financials that will stand up to any due diligence by potential investors.
- Fast-growing Small Businesses — Businesses that have become too big for the information that just doing monthly bookkeeping provides.
- Businesses Getting Loans — Reports and forecasts that will help get the loan or line of credit approved.
Entrepreneurs Preparing to Sell Their Business — Financials that are in the best condition possible before anyone else sees them.
Start Your Investment Journey Book a Call
Take the first step toward smarter investing and long-term financial growth with expert, personalized guidance.
- Why Choose us
Delivering Clarity, Confidence, and Results
Take the first step toward smarter investing and long-term financial growth with expert, personalized guidance.
Proven Success
- 99% Client Satisfaction Rate, measured every year
- 80+individuals and businesses served across the GTA
- A consistent, error-free filing track record
Expert Guidance
- 10+ Years of Combined CPA & Advisory Experience
- Advice tailored to Ontario tax rules and CRA requirements
- Direct access to your CPA, not a rotating call centre
Fully Transparent
- Clear & Simple Financial Insights
- No Hidden Surprises, Full Clarity
- FAQ’s
Everything You Need to Know
Our clients trust us for reliability, transparency, and consistent financial results. Here’s what they have to say about working with Veritas Taxes & Advisory Inc.
What is a fractional CFO?
Fractional CFO provides you with the financial strategy, forecasting, and reporting of a Chief Financial Officer (CFO), however not on full-time – this is what your business requires to get the executive financial guidance without paying for a full-time position.
What is the difference between my accountant/bookkeeper and a fractional CFO?
Your bookkeeper manages the records of your transactions, your accountant ensures your accounting and tax are up-to-date. A fractional CFO goes beyond it advising you on forward-thinking matters – pricing, hiring, cash flow forecasting, fundraising or financing strategy.
How much does a fractional CFO cost in Ontario?
The cost depends on the size of your business and its maturity level – typically a fraction of the salary of a full-time CFO. We provide you with the cost estimate based on your specific requirements.
How do I know if my business needs a fractional CFO?
You may need it if you outgrow the insights you get from your regular bookkeeping, plan to raise funds or finance, face a decision-making challenge without the numbers or generally require more financial strategy.
Will a fractional CFO assist me in preparing for fundraising or a bank loan?
Yes, we will help you prepare financial modeling and reporting to meet the expectations of investors and lenders making the fundraising process smoother and credible.
Does fractional CFO assistance apply to start-ups only or also to established businesses?
It applies to both. Start-ups require it to prepare for fundraising while established businesses will benefit from cash flow forecasting, financing or selling preparations.
Do I have to switch my bookkeeper or accountant to access your CFO service?
No, our fractional CFO service can be added to your existing bookkeeping setup or integrated into our Bookkeeping Services.
Can I hire a fractional CFO to help me with preparing for the sale of my business?
Yes, we will ensure that all your financial reporting, margins, and documentation are prepared properly before the valuation or due diligence.
How often will I meet with my fractional CFO?
It depends on your specific requirements – some clients need monthly strategy meetings while others prefer quarterly ones with on-demand assistance in between.
In which industries do you provide fractional CFO services?
We can provide you with the fractional CFO services regardless of your industry of activity – especially beneficial for e-commerce and technology businesses with fast-growing teams and professional services firms scaling their businesses, as well as for general small and mid-sized businesses in Ontario.
- Resources
Insights for Smarter Financial Decisions
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