
Fractional CFO Services
I help construction and manufacturing companies develop financial systems that create profit … and peace of mind.
Serving mid-sized, growth-stage companies in Alberta and across Canada
CEOs of growing, mid-sized construction and manufacturing companies are responsible for countless decisions and activities: job costing, personnel, cash flow, reporting, inventory management, and risk management.
As your company grows and transitions, so must your financial know-how, bookkeeping systems, and reporting.
As you navigate complex change and growth, you need financial leadership and expertise to guide your decision-making and next steps.
Why a Fractional CFO?
You may not have the need (or the budget) to hire a full-time Chief Financial Officer, and that’s where a Fractional CFO can step in.
As your Fractional CFO, I’ll provide the financial guidance, strategy, and mentoring to help your business through transitions and help you upgrade your company’s internal skills and financial systems to maximize profitability and scalability.
The bookkeeping and systems that got you here won’t get you to the next level.
It’s time to hand over the financial complexity and stress to a reliable and responsive partner who’s not afraid to roll up her sleeves and get ‘er done.
Fractional Chief Financial Officer Services for construction and manufacturing businesses
The Bottleneck Breakthrough Workshop
1 Day (plus pre-work and follow-up)
$4,000
This collaborative workshop is designed for construction and manufacturing businesses ready to break through bottlenecks and scale with confidence.
Together, we’ll:
Map one core business process from start to finish
Engage your team to identify pain points and co-create solutions
Define clear next steps and accountability so you leave with alignment and momentum
You’ll leave with:
A mapped process ready to streamline and scale
Team-supported solutions that remove friction
A clear path forward for growth and efficiency
Ready to tackle the bottlenecks holding you back?
Let’s talk about your business and see how this workshop can create clarity and alignment for your team. Book a no-pressure call to find out if this is the right first step for you.
The Foundation
Ongoing support, minimum 6 months
Starting at $3,500/month
For clients who make $3M-6M in annual revenue and need to upgrade systems and structures to support growth.
In this monthly advisory role, I’ll help you streamline your financial operations and provide strategic insights through budgeting, forecasting and reporting.
Services may include:
Monthly financial reporting
Monthly cash forecasting
Setting up accounting for inventory, job costing, and/or project accounting
Setting up accounting transaction processes for your next stage of business growth
Mentoring your finance team for stronger internal capabilities
Ongoing advisory and strategic guidance
Want stronger financial systems and insights you can trust?
Schedule a no-pressure call to explore how The Foundation can help you build sustainable financial operations and gain confidence in your numbers. We’ll tailor the approach to your unique growth goals.
The Scale-Up
Ongoing support, minimum 6 months
Starting at $5,000/month
For building and manufacturing companies at $3M-6M in annual revenue who need more hands-on support with implementing bookkeeping and systems.
In this monthly advisory role, I’ll help you design and implement financial operations and provide leadership through periods of rapid change.
Services may include:
Monthly financial reporting
Weekly cash forecasting
Oversight of inventory accounting, job costing, and project accounting
Streamlining accounting processes to support your next stage of growth
Mentoring and guiding your internal finance team
Support with complex business finance issues
Ongoing advisory and strategic guidance
Growing fast and feeling the pressure?
Let’s connect to discuss how The Scale-Up can bring clarity, streamline your operations, and strengthen your financial oversight. Book a no-pressure call to see if this level of support is right for your business.
The Custom Build
Financial guidance and support for special projects, transitions, and backlogs
Custom Quoted
My favourite kind of service! I love rolling up my sleeves and diving into your business to remove backlogs and bottlenecks or take on special projects.
Custom services and projects:
Accounting for valuations, mergers and exits
Financial projects
Accounting software transitions
Upgrading outdated systems
Finance team mentoring and development
Scaling and profitability reports
Backlogs and cleanups
Have a unique challenge or big project in mind?
Reach out for a no-pressure call so we can discuss your specific needs. From major transitions to backlogs or special financial projects, we’ll design a custom solution just for you.
So, you’ve heard the term “Fractional CFO,” but you’re not sure if they are the right fit for you...let’s dive into it.
Fractional CFO vs. Internal CFO
Fractional CFO
Hired on a part-time basis, so more affordable
Works with an existing bookkeeper and team
Takes on a part-time role to lead the finances
The role is customized to business needs
Has a varied portfolio, allowing them to bring a range of solutions to the table
Internal CFO
A full-time position, with a base salary of $200k
Works with the financial team closely
More readily available for problem-solving as and when the team needs assistance
Completely focused on one business’s needs
When you know your numbers, you’ll make better decisions to grow your construction and manufacturing business in today’s market.
Get strategic financial insights and guidance from a trusted partner who’s not afraid to dish up a little tough love.
Got Questions? Ask Away!
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A couple of reasons. First, you may not have the budget or the demands to hire a full-time CFO. If you’re at the stage where your team and systems need to grow and elevate, that’s where a fractional CFO can really help you. I’ll step into your company and help mentor your key bookkeeping and financial staff to upgrade their skills and strategy. I can also provide the guidance and advice to upgrade your financial systems, structure and reporting.
Secondly, when you bring me on as your fractional partner, you get the benefit and experience of a Big Four firm, but you won’t be “just another client on the roster.” I combine Big Four insights with one-on-one, hands-on support. I don’t just run the numbers and leave. I roll up my sleeves, get dirty, get ‘er done, and get you growing.
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A Fractional CFO is a great option to get you through a period of transition, growth or even chaos. You might need a FCFO if you’re facing any of these challenges:
Financial complexity is outgrowing your bookkeeper or accountant
Scaling too fast for the current team or systems to keep up
Loss or transition of key financial staff (your bookkeeper or controller leaves)
You need to catch up on backlogs or reporting
Transitioning to new accounting software and systems (switching from desktop to online, paper to digital)
Prepping for growth, exit or investment
You’re wearing too many hats in your business, and you need someone with a higher level of financial expertise to support your decision-making
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Because of my background (see my About page) I specialize in construction and manufacturing. I’ve worked with residential builders, HVAC, fabricators, and manufacturers.
I love supporting the businesses that help people build homes, communities, and livelihoods. I enjoy the complexity that comes with project and inventory management (number nerd, here!).
When you work with me, you get a CPA and a strategic thought partner on your team. I bring insights and creative solutions from the varied industries and companies I’ve worked with.
If you want a reliable financial advisor and partner who’s not afraid to jump into the mess and complexity of your numbers…
… And if you’re not afraid of making change (and a little tough love)… We’ll be a great fit.