Virtual CFO Advisory

Capex CPA's Virtual CFO Advisory service provides strategic financial leadership for growing businesses without the cost of a full-time CFO. The service combines expert financial guidance with hands-on support to help business owners make informed decisions and drive sustainable growth.

What's Included

The Virtual CFO service encompasses financial planning and strategy development, cash flow management and forecasting, budgeting with actuals comparison, performance analysis and KPI tracking, tax optimization strategies, and direct access to financial experts for decision-making support. Monthly business performance reviews and weekly check-in calls ensure ongoing alignment with business goals.

Service Tiers

Capex CPA offers multiple CFO engagement options:

• Fractional CFO: Monthly retainer starting at CA$2,500 for comprehensive advisory
• CFO-2-GO Balance: CA$3,000/month for businesses with revenue $500K-$2M
• CFO-2-GO Profit: CA$5,000/month for businesses with revenue $2M-$5M
• CFO-2-GO Wealth: CA$7,000/month for businesses above $5M revenue

Target Clients

Ideal for small to medium-sized businesses seeking strategic financial guidance, startups preparing for growth or fundraising, and established companies looking to optimize financial operations without the overhead of a full-time CFO.