Fractional CFO Services
Strategic Guidance Tailored for Entrepreneurial Success
At Gauvreau, we believe every business owner deserves financial clarity and access to strategic expertise. That’s why our Fractional CFO Services are designed to provide tailored financial leadership that aligns with your unique goals—exactly when and how you need it. Trusted by businesses across industries, our seasoned CFOs deliver actionable insights, optimize performance, and enhance financial decision-making. Flexible and adaptable, our services scale to match your business’s rhythm and evolving needs. Whether you’re scaling operations, improving cash flow, or planning for the future, we provide the leadership and guidance you need to navigate complexity, make confident decisions, and thrive in today’s competitive market.
Proactive Partnership
We don’t just crunch numbers – we work alongside you as a strategic partner, uncovering opportunities and mitigating risks before they arise.
Tailored Solutions
Our services provide strategic financial guidance tailored to your unique needs, aligned with your business’s rhythm, and scaled to grow with you.
Entrepreneurial Focus
Our CFOs understand the unique challenges of entrepreneurs. We combine financial expertise with innovative strategies to align your finances with your vision for growth.
How We Help Your Business Thrive
Explore the key areas where our CFO expertise helps business owners solve challenges & unlock opportunities
Custom Strategic & Financial Planning
Your business deserves more than a one-size-fits-all financial plan. We specialize in developing customized strategies designed to align with your specific goals and vision. Whether you’re preparing for growth, managing market challenges, or navigating an evolving financial landscape, we work closely with you to identify opportunities and create clear, actionable plans.
Our approach goes beyond strategy—we don’t just deliver recommendations, we support their execution. As part of your team, we help implement solutions, track progress, and ensure tangible results. By focusing on sustainable, measurable outcomes, we make sure you stay on track and achieve your business objectives with confidence. This hands-on partnership is what sets us apart, driving real progress and lasting success.
Business Scaling Support
Scaling a business presents unique challenges, from expanding operations to managing increased financial complexity. Our CFO Services provide tailored financial frameworks and strategic insights to guide your growth journey—whether you’re entering new markets, acquiring another business, or building capacity.
To support informed decision-making, Gauvreau also offers Business Valuation Services, helping you assess opportunities and risks in acquiring new businesses. Beyond valuation, our CFOs play a critical role in ensuring seamless integration of people, processes, data, and systems—key factors that directly impact the return on your investment. With our expertise, transitions become opportunities to scale confidently and effectively, without compromising stability.
Cash Flow Optimization
Healthy cash flow is the lifeblood of any successful business. Our CFO Services help you identify bottlenecks, discuss recommendations and implement tailored strategies to optimize liquidity. From improving payment collection processes, to streamlining expenses, we ensure your business maintains the financial stability needed to support daily operations and long-term growth. Gain peace of mind with robust forecasting tools and expert guidance, enabling you to make proactive decisions and build a resilient financial foundation.
Decision-Making Metrics & Reporting
Without clear metrics, business decisions can feel like guesswork. We help you implement new and improved KPIs, “by project” financial information and customized financial dashboards to provide real-time insights into your organization’s performance. With our support, you’ll know exactly where you stand and where to focus for maximum impact. Empower your leadership team with data-driven clarity, enabling faster, smarter decisions that drive growth and ensure accountability across all levels of your business.
Exit Strategy Planning
Selling or transitioning your business is one of the most significant milestones you’ll face as an entrepreneur. We provide expert support in crafting financial roadmaps that maximize your business’s value and ensure a smooth transition. By optimizing processes, streamlining operations, and reducing unnecessary expenses, we help increase profit margins—directly enhancing your business’s selling price. Achieve the best return on your investment with a clear, well-executed exit plan designed to meet your personal and professional goals. We turn what feels like a daunting process into a strategic opportunity for lasting success.
Flexible CFO Solutions to Fit Your Business Needs
Choose the level of strategic financial support that aligns with your goals and growth
CFO Custom Advisory
Flexible, On-Demand Financial Leadership
Our CFO Custom Advisory service provides tailored, part-time financial leadership to meet your evolving business needs. Starting with a comprehensive business review, we identify immediate priorities to drive short-term wins and build momentum. With ongoing support, your CFO adapts strategies, reviews progress, and aligns priorities with your goals.
-
Leadership & Oversight
Our experienced CFOs bring the leadership and financial expertise you need to take control of your business. Acting as strategic coaches, we work directly with you and your team to provide clarity and direction, ensuring everyone understands their role in achieving your financial goals. This guidance empowers your leadership team, drives accountability, and fosters a culture of proactive decision-making.
-
Strategic Roadmaps
Success begins with a clear, actionable plan. Our CFOs develop tailored financial roadmaps that align with your objectives, whether you’re scaling your business, entering new markets, or addressing challenges. By identifying priorities and milestones, we help you take confident steps toward growth, profitability, and long-term success.
-
Financial Structure Optimization
Efficiency is the cornerstone of sustainable growth. We evaluate your financial processes—tasks, reporting, delegation, and controls—to eliminate inefficiencies and create a well-structured system. Our oversight ensures accurate reporting, streamlined workflows, and improved decision-making, giving you the confidence to focus on big-picture goals.
-
Merger, Acquisitions & Exists
Navigating a merger, acquisition, or exit can be complex and high-stakes. Our CFOs provide expert guidance through every stage, from valuation and due diligence to strategic planning and execution. With an experienced financial partner at your side, you can maximize your business’s value, minimize risks, and ensure a seamless transition that meets your goals.
-
Financing Support
Securing the right funding can accelerate your business growth. Our CFOs help you assess your financing needs, prepare detailed proposals, and connect with lenders or investors. Whether you’re expanding operations, launching new initiatives, or improving cash flow, we ensure you have the resources to fuel your success.
-
Customized Solutions
Every business is unique, and so are its financial challenges. Our CFOs offer tailored solutions to address your evolving priorities, from managing cash flow and optimizing costs to preparing for major strategic decisions. We adapt to your needs, providing the expert support required to overcome obstacles and seize opportunities as they arise.
CFO Monthly Virtual Meeting
Reliable Financial Guidance to Drive Consistent Progress
Our CFO Monthly Virtual Meeting service provides structured, high-level financial oversight to keep your business on track. Each month, your CFO conducts a detailed review of your financials and key metrics, delivering clear insights and actionable recommendations during a focused, 2-hour virtual session. This consistent, strategic support ensures your financial priorities stay aligned with your business goals, while follow-up accountability keeps progress on course.
-
Financial Clarity
Our CFOs provide a monthly deep dive into your financial statements and key performance indicators (KPIs), translating complex data into clear, actionable insights. By understanding where your business stands financially, you gain the confidence to make data-driven decisions that improve performance, uncover opportunities, and avoid costly missteps. This clarity ensures you’re always in control of your numbers and prepared to pivot when needed.
-
Strategic Recommendations
Every session goes beyond reviewing the numbers—we deliver high-level, tailored recommendations to tackle your most pressing challenges and seize growth opportunities. Whether it’s optimizing cash flow, improving margins, or identifying new revenue streams, our experienced CFOs use their strategic expertise to help you make decisions that align with your goals and maximize your business’s success.
-
Progress Tracking
Consistent progress is key to achieving long-term results. Your CFO monitors financial performance month after month, tracking progress toward your goals, refining priorities, and adapting strategies as new challenges or opportunities arise. This ongoing accountability keeps your business focused, ensuring steady momentum and measurable growth.
-
Leadership Alignment
Our monthly virtual meetings create a dedicated space to align your leadership team on financial strategy and priorities. By bringing everyone together, we foster collaboration, clarity, and focus, ensuring key decision-makers are on the same page and working toward shared objectives. This alignment strengthens leadership, drives accountability, and accelerates results across the business.
Accuracy You Can Trust
Attention to detail and a deep understanding of financial nuances are at the heart of our services. Our accountants are sticklers for accuracy, providing meticulous, reliable financial reporting that you can trust to make crucial business decisions.
Simplifying the Complex
We understand that accounting can be complex and intimidating. That’s why we’re committed to breaking down these complexities for you. We explain your financial information in simple, clear terms, empowering you to make informed decisions about your business.
A Partner In Your Success
At Gauvreau, your success is our success. As your partner, we are invested in helping you grow your business. We use our financial expertise to provide you with insights and strategies designed to propel your business forward.
Here's What Our Clients Have To Say
Bob and his team go above and beyond what you'd expect from an accounting or bookkeeping firm. They offer a solution for us that has so much value that our financials are no longer a major burden or stress to us. If you own a business I highly recommend talking with Gauvreau. It might just save your business.
Scott Cleator
Lumos Electric Inc
I cannot even put into words how appreciative I am of this firm. I have NO IDEA what on Earth I was doing without them before. They truly and genuinely care about helping you and your business. They have spent hours going over everything to make sure I know exactly whats is going on. They have dug deep for me to try to make sure I was taken care of.
Jessica Yates
Realtor and Team Leader
Gauvreau is an amazing team to work with. From the time we started working with them it has been a very professional and valued experience. Bob and his team are very experience and make sure that you are satisfied with their services throughout the entire process. Would highly recommend them to anyone.
Dusty Rice
Rice Renovations
Meet Your Expert CFO Team
Our seasoned CFOs bring expert financial insight to help you achieve your unique business goals with confidence
Sylvie Le Bouthillier
Director of CFO Services
With a passion for helping organizations grow, tackle their biggest challenges, and seize new opportunities, Sylvie brings a solution-driven, forward-thinking approach. Her expertise, creativity, and energy make her a valuable addition to our team. As a virtual CFO, Sylvie focuses on adding value through strategic improvements in people, processes, financing, and systems.
Get Started with our Fractional CFO services
Your journey to tailored financial leadership begins here. Fill out the form below, and a member of our team will connect with you to discuss your goals and how our services can support your success. Discover the flexibility, expertise, and personalized approach that set Gauvreau apart—because your business deserves strategic guidance that works on your terms.