CFO

in a day

Executive Financial Strategy
Without the Overhead

Choose a half-day or full-day intensive
designed to give you the financial strategy,
systems, and confidence you need to move forward!

Get the clarity of a CFO in just one focused
half or full day.

Running a business comes with constant financial decisions — but not every small or mid-sized business is ready (or wants) to hire a full-time CFO.

That’s where CFO in a Day comes in. This is your chance to step out of the weeds, review your numbers with an expert, and walk away with a simple, strategic plan you can actually use.

The Airdrie Accountant - CFO Advisor

HOW THIS WORKS

You Pick The Format That Fits Your Needs:

Not every business needs the same level of support — and that’s the point.

We start with a discovery call to make sure this is the right service for you and to help you feel confident about moving forward.

After your call, you’ll receive an email with next steps and can choose to book either a focused half-day intensive to tackle your biggest financial questions or a full-day intensive to map out a complete strategy.

CFO IN A DAY

IS FOR YOU

IF…

  • You want financial clarity without the commitment of a full-time CFO!

  • You feel stuck in the day-to-day and need space to think big picture!

  • Your business is on the edge of growth — new hires, expansion, or big decisions ahead!

  • You’re done with cash flow surprises and ready for a plan you can actually trust!

HERE’s WHAT you’ll
walk away with

  • Clarity: Know exactly where your business stands today

  • Confidence: A plan that makes your next moves clear

  • Strategy: Prioritized goals and numbers to track progress

  • Peace of Mind: Expert financial insight, simplified into next steps

READY TO MAKE
YOUR LIFE EASIER?

CFO INTENSIVE OPTIONS

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

Looking for ongoing CFO support
beyond a one-time session?

We also offer customized fractional CFO advisory services!

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.