Advisory
Operational and consulting support that helps your organization strengthen financial processes and internal systems.
Better systems. Lower risk. Prepared for what's next.
What’s included
- Internal Control Consulting
- Fractional Controller Services
- Process & Procedure Effectiveness Reviews
Fractional CFO services, without the full-time hire
There's an awkward stage where a business has outgrown bookkeeping but can't justify a six-figure finance executive. The numbers get recorded accurately, then nobody senior interprets them, and decisions about pricing, hiring and cash get made on instinct.
A fractional CFO fills that gap for the few days a month it genuinely takes. In practice: cash flow forecasting, budgets you can actually manage against, reporting that answers the questions owners ask, and a second opinion on the decisions that are expensive to get wrong.
We work with businesses across Vancouver and British Columbia, with particular depth in regulated sectors: real estate and mortgage brokerages, and strata corporations, where the finance function and the compliance obligation are the same conversation.
Fractional CFO or fractional controller: which do you need?
The two titles get used interchangeably, and they're not the same role. A controller owns accuracy and machinery: the close, the reconciliations, the controls, making sure the numbers are right and arrive on time. A CFO uses those numbers to decide what happens next: forecasting, capital, risk, the strategic calls.
If your reporting is late, inconsistent, or you don't fully trust it, you need a controller first. A CFO built on unreliable data is an expensive way to be confidently wrong. If the numbers are solid but nobody's turning them into decisions, you need a CFO. We do both, and we'll tell you which one your situation actually calls for.
Internal controls that hold up under regulatory review
Our advisory work is shaped by having sat on the other side of the table. Janelle served as Director of Finance at the BC Financial Services Authority, and Ivy spent years there as a senior auditor before founding EverPeak. We design the controls we know get tested.
We look at how work actually moves through your organization, find the points where an error or a loss could pass unnoticed, and design procedures your team will realistically follow. A control nobody performs is worse than no control, because it leaves a record suggesting somebody did.
Common questions
- What does a fractional CFO actually do?
- They provide senior financial leadership on a part-time, ongoing basis: cash flow forecasting, budgeting, management reporting, financial modelling for major decisions, and oversight of the finance function. The difference from an accountant is orientation. An accountant reports what happened; a CFO uses it to shape what you do next.
- How is a fractional CFO different from a bookkeeper or an accountant?
- A bookkeeper records transactions. An accountant prepares statements and files returns from those records. A fractional CFO interprets the result and advises on decisions: pricing, hiring, financing, risk. Most businesses need all three functions. They rarely need all three full-time.
- How much do fractional CFO services cost?
- It depends on scope: how often you need the involvement, the state of your current reporting, and whether a controller has to stabilize the numbers first. We work that out in an initial consultation and quote a fixed monthly engagement, so you know the cost up front.
- Do you offer fractional CFO services in Vancouver?
- Yes. We're based in North Vancouver and work with clients throughout the Lower Mainland and British Columbia, in person or remotely depending on what the engagement calls for.
Not sure if advisory is what you need?
Tell us your situation and we’ll point you to the right service — or tell you honestly if it isn’t us.
