CFO INTENSIVE OPTIONS

Get expert financial guidance in a single session.

We’ll review your numbers, create a clear action plan, and help you make confident decisions for your business.

Before booking, please take a moment to review our Terms & Conditions
they cover our refund policy, rescheduling guidelines, and what to expect from your session.

Half-Day Intensive

$1,397.00 CAD + APPLICABLE TAXES

One focused 3-hour working session via Teams

Best for businesses with 1–2 priorities, like cash flow or pricing clarity

✓ Review your financials and cash flow together

✓ Focused strategy on your most pressing questions (like pricing, margins, or tax planning)

✓ Identify quick wins and opportunities to improve cash flow

✓ Create a streamlined 90-day action plan with clear next steps

FULL DAY
INTENSIVE

$2,497.00 CAD + APPLICABLE TAXES

Two 3-hour working sessions
via Teams w/ mid-day break

Best for businesses with several priorities, like cash flow, tax planning, pricing, or systems

✓ Scenario planning for growth, hiring, or expansion decisions

✓ Target setting and KPI recommendations so you know what to track

✓ A prioritized roadmap that lays out what to do, when, and who should do it

✓ A detailed 90-day plan plus a longer-term outlook

FAQs

CFO in a Day

  • The half-day is a focused deep dive into one or two priorities, while the full-day covers your entire financial picture with more time for strategy, planning, and implementation steps.

  • Yes, but it’s simple. You’ll receive a short checklist ahead of time with the key financial documents we’ll need. This keeps our session efficient and focused.

  • CFO in a Day is designed as a one-time intensive, but many clients choose to book follow-ups (quarterly or annually) to stay on track. If you’re looking for ongoing CFO support, we can talk about that too.

  • This service is ideal for small to mid-sized business owners, entrepreneurs, and companies at a growth stage who need clarity, strategy, and peace of mind — without hiring a full-time CFO.