CFO AND ADVISORY SERVICES CANADA
CFO SERVICES

Our professionals have experience in small to large organizations and can provide fractional CFO services to move your business ahead. Clear direction and having a five-year strategic plan are a great starting point for any company.

BOARD ADVISORY

Fisherman Financial professionals currently sit on boards and have been in leadership roles at large organizations. A strong board is necessary to evaluate management and drive the business.

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BUSINESS STRATEGY

Identify where you are making money, which products are profitable (vice versa), which marketing campaigns are effective and how to increase volume. Automation and continuously finding opportunities to reduce costs is an ongoing process to strengthen the bottom line. Review your corporate structure and empower your workforce to make decisions in the best interest of the business. Understand your competitive landscape and leverage game theory in your strategic moves.

BUDGETING AND FORCASTING

Thoroughly understand how your year is going to forecast for the remainder of the current year and future years to come. Develop a robust and realistic budget that motivates the organization to achieve its goals.

FINANCIAL PLANNING AND ANALYSIS

Dive into the details of your business to identify which products, customers, locations are profitable or are losing money. Once this is clear, new goals and initiatives can be set to improve results.

BUSINESS LOAN APPLICATIONS

Business loan applications at the banks require an energetic story with an optimistic yet realistic financial forecast for the next few years. It is important that the story of your business case and financials reflect the business’ financial health and ability to repay the loan.

SOFTWARE SOLUTIONS

Find the right solution to track your projects, initiatives, and profitability.

REVIEW AND ADVICE ON CURRENT PRACTICES AND SERVICES

Fisherman Financial can provide a review on your current practices and services to determine if there is opportunity for improvement.

EDUCATION AND TRAINING

Fisherman Financial is willing to provide the services above or train and educate you and your team to perform the services independently.

Interested in Learning More?

To learn more, read up on our blog or feel free to book a one-on-one consultation with us.