Fractional CFO Leadership
Service Scope
- Strategic budgeting, financial forecasting, and multi-year planning
- Board-level financial presentations and narrative preparation
- Cash flow modeling, cost optimization, and contract review
- Grant and funder financial compliance oversight
- Support for mergers, expansions, or government funding bids
Ideal Client & Pricing
Profile: BC-based NPOs or SMEs ($1M–$10M budget) needing senior strategic guidance without the full-time CFO cost.
Tier 1: $900–$1,250/month
Tier 2: $2,000–$2,500/month
Tier 3: $3,500+/month
System & Process Integration
Service Scope
- Needs analysis and system selection (ERP, HRIS, Payroll)
- Implementation project management and vendor liaison
- Workflow optimization to reduce manual data entry
- Staff training and change management support
- Post-implementation review and support
Ideal Client & Pricing
Profile: Organizations struggling with disconnected software, duplicate data entry, and inefficient processes.
Pricing: Project-based, typically starting at $2,500.
Internal Control Design
Service Scope
- Risk assessment and governance framework design
- Development of financial and operational policies (SOPs)
- Segregation of duties analysis and implementation
- Audit readiness preparation and support
- Fraud prevention and detection strategies
Ideal Client & Pricing
Profile: Growing NPOs or SMEs needing to formalize processes, satisfy funders, or prepare for an audit.
Pricing: Project-based, typically $1,800 – $5,000.
Operational Transformation
Service Scope
- Digitization of paper-based processes
- Custom reporting and dashboard automation
- Process mapping and redesign for efficiency
- Remote and hybrid work enablement strategies
- Identification of cost-saving opportunities through tech
Ideal Client & Pricing
Profile: Organizations feeling bogged down by administrative tasks and outdated workflows.
Pricing: Retainer or project-based, starting from $1,500.
Financial Modeling & Analysis
Service Scope
- Custom financial models for budgeting and forecasting
- Scenario planning for growth, new programs, or economic shifts
- Cash flow projections and sensitivity analysis
- Merger & acquisition financial modeling
- Valuation analysis for strategic decisions
Ideal Client & Pricing
Profile: Leaders needing data-driven insights to make high-stakes decisions with confidence.
Pricing: One-time project fee, $1,800 – $4,500.
Nonprofit & SME Strategy
Service Scope
- Strategic support for major funding applications
- Financial due diligence for mergers or acquisitions
- Post-merger integration planning and execution
- Board training on financial oversight and governance
- Turnaround and restructuring advisory
Ideal Client & Pricing
Profile: Organizations at a critical inflection point requiring specialized, high-level strategic support.
Pricing: Retainer or project-based, tailored to scope.