Know the plan
Budgets built from your goals, with a simple monthly system that tracks actual results against them.
Fractional CFO Services · British Columbia
From reporting the past to planning the future.
Plan with confidence. Forecast with clarity. Grow with intent.
Growth-stage, owner-led companies often steer by their bank balance. I build the budgeting, forecasting and cash planning systems that show what is coming, so you can focus on getting where you want to go.
What you get
Three things every owner should be able to answer.
See what’s coming
A rolling forecast and cash flow forecast that show where the business is heading, and where cash gets tight, months ahead.
Fund the growth
A capital plan covering what growth requires, when, and how to pay for it, ready for lender and investor conversations.
How we work together
Build the systems first, then support them as long as you need.
Phase 1 · Build
Set up systems your team can run
- Goal-based budget
- Budget-vs-actual tracking
- Rolling forecast
- Cash flow forecast and capital plan
- Training and handover to your finance team
Phase 2 · Support
Ongoing, as much as you need
- Monthly, quarterly or annual engagements
- Forecast refresh and results review with owners
- Capital plan management
- Lender, investor and board preparation
Is this you?
Does this sound familiar?
- You are growing, but manage cash by checking the bank balance.
- You have a bookkeeper or small finance team, but no forward view.
- The budget is built once a year, then forgotten.
- A bank, investor or large investment decision is on the horizon.
- You want the finance team to own the system, not depend on a consultant.
Your CFO
Mike Broadway, CPA, CA
Nearly two decades in finance, from public accounting to executive leadership. I know what it takes for a finance team to keep a system running after the consultant leaves.
- Acres Enterprises Ltd.Controller, Senior Director of Corporate Services, then VP Technology & Innovation
- Horizon North LogisticsSite Works & Field Services Analyst
- KPMGStaff Accountant to Manager
Also available: Business process automation and technology implementation.