Real Results
Finally—A CFO Who Speaks Your Language
You don’t need another spreadsheet. You need answers. That’s what we do. Fractional or full-service, our CFO support gives you a clear view of your numbers, your goals, and how to actually reach them.
If You’re Still Guessing, It’s Time for a CFO
Maybe you’re making money, maybe you’re barely breaking even. Either way, if you're feeling unsure about your numbers, you’re not alone. Most business owners we meet are stuck making decisions in the dark—guessing what’s working, reacting to problems, and hoping it all clicks into place.
That’s where a CFO makes all the difference.
We don’t just crunch numbers—we bring focus. We help you understand where your money’s going, where it should be going, and what’s standing in the way.
What You Get With Tangent CFO Services
Cash Control
13-Week Cash Flow Forecasting
We build rolling cash flow forecasts so you can plan weeks not just days ahead. Make decisions based on timing and never wonder if you can cover payroll again.
Performance Insight
Budget vs. Actual Analysis
We create budgets that align with your goals and track performance against them. Know exactly where you’re overspending, underperforming, or leaving money on the table.
Strategic Planning
Financial Modeling for Growth Scenarios
Hiring? Expanding? Launching a new service? We build financial models that show how different scenarios will impact your margins, cash flow, and long-term goals.
Simple steps. Serious results.
How We Work (No Nonsense)
We build a financial strategy around your business, your goals, and your pace.
01
Discovery and Diagnosis
We start with a deep dive into your current financials, systems, and challenges. What’s working, what’s not, and what’s missing? We’ll map it all out.
02
CFO Roadmap
We build a custom strategy that fits your business stage, cash flow, and long-term vision. You’ll know exactly what we’re doing, when, and why.
03
Ongoing Oversight
Once the plan’s in motion, we step in as your part-time CFO. Forecasting, reporting, strategic guidance—you’ll get what you need, when you need it.
04
Review and Refine
We meet regularly to review progress, refine the plan, and keep your business on track. Things change—your strategy should too.
Want to Know If You’re Actually Growing?
Most business owners feel like they’re growing—but few actually know by how much. Our Month-over-Month Growth Calculator gives you a clear picture of your revenue trends in seconds. See what’s working and what’s not. And finally take control of your growth.
Frequently Asked Questions
If you’re wondering, “Can they help me?”—you’re in the right place.
Yes, bookkeepers record the past, accountants keep you compliant. A CFO looks ahead. We help you make decisions, plan for growth, and manage cash with a long-term view.
We analyze your numbers, build a plan, and give you the ongoing strategic support most small businesses never get.
Nope. We work with growing businesses of all sizes—especially those who are stuck in between basic bookkeeping and a full-time CFO stage.
You’ll get clear, actionable reports that include cash flow forecasts, budget vs. actuals, KPI tracking, and scenario planning, and much more.
Yes, we prepare financials, build projections, and help you speak confidently to banks, investors, or potential buyers.
We can do either. If you’ve got someone you trust for taxes, we’ll work alongside them.
As involved as you want to be. We’ll handle the heavy lifting and bring you in when it matters—so you’re informed, not overwhelmed.
Yup. We work virtually with clients across Canada and the U.S.
Our pricing depends on your business size and complexity, but it’s always transparent, flat-rate, and tailored to your needs.
Just book a free call. We’ll ask the right questions, understand your goals, and show you what working with a CFO could look like
Clear Direction
See What It’s Like to Have a CFO in Your Corner
Whether you’re scaling fast or feeling stuck, having a CFO changes how you lead. We help you make sense of the numbers, plan what’s next, and avoid expensive trial and error. Want to know what that kind of clarity feels like? Let’s walk through your business together.
