Finyo Management Consultants provides flexible finance leadership through fractional CFO, fractional controller, strategic advisory, and financial transformation services for startups and small-to-medium businesses.
Finyo is best suited for founders, startups preparing for funding, scaling SMBs, businesses without in-house finance leadership, and organizations that need clearer financial reporting, stronger controls, or strategic financial guidance.
A fractional CFO is a senior finance leader who works with your business on a part-time or retained basis. You get executive-level financial strategy, cash flow planning, forecasting, KPI reporting, and decision support without hiring a full-time CFO.
CFO services focus on strategy, forecasting, growth planning, financing, investor readiness, and executive decision-making. Controller services focus on reporting accuracy, month-end close, compliance, internal controls, budgeting, and financial process improvement.
Choose Essential CFO if you need regular strategic guidance and cash flow visibility. Choose Growth CFO if you are scaling, seeking financing, or need budgeting and KPI dashboards. Choose Strategic CFO if you need board support, investor relations, capital planning, or complex executive decision support.
Choose Controller Essential if you need reliable monthly reporting and compliance oversight. Choose Controller Growth if you need budgeting, better controls, and process improvements. Choose Controller Plus if you manage multiple entities, complex operations, or require advanced reporting.
Strategic Advisory services provide access to financial expertise for business owners who need guidance without a larger CFO or Controller engagement. Services may include financial reviews, growth discussions, project support, strategic planning, and risk management.
Financial Transformation Projects help businesses improve finance systems, workflows, reporting, dashboards, automation, controls, and team processes. They are ideal when your finance function needs modernization or a full operational redesign.
Monthly packages range from CAD $750 for Advisory Retainer services to CAD $6,000 for Strategic CFO services. Controller packages range from CAD $1,500 to CAD $3,500 per month, while transformation projects typically range from CAD $3,500 to CAD $25,000+, depending on scope.
Finyo offers both monthly retainer packages and project-based engagements. CFO, Controller, and Advisory services are typically structured as monthly retainers, while Financial Transformation work is usually delivered as a defined project.
Yes. Packages are designed to be scalable, so businesses can start with the support they need today and move into a higher level of service as growth, complexity, or strategic needs increase.
No. Finyo’s model is flexible and scalable, allowing businesses to access senior finance expertise without the cost of a full-time executive hire.
Finyo typically begins with a discovery process and financial health review to understand your business, current reporting, systems, challenges, goals, and immediate priorities.
Meeting frequency depends on the package selected. Most monthly packages include regular financial review meetings, executive consultations, or advisory sessions based on the number of hours included.
Yes. Finyo can work alongside your existing bookkeeping, accounting, tax, operations, sales, or IT teams to improve financial visibility, reporting, controls, and decision-making.
Not necessarily. Finyo complements your accountant by helping with management reporting, strategy, forecasting, budgeting, cash flow planning, and financial leadership. Your accountant may still support tax filings, year-end compliance, and statutory requirements.
Yes. Finyo’s CFO services can support financial modeling, forecasting, cash flow planning, investor readiness, financing discussions, and capital planning.
Yes. KPI dashboards and management reporting are included in Growth CFO, Strategic CFO, System Implementation, and Full Transformation packages.
Yes. Cash flow forecasting and financial review are core parts of the CFO service packages. Finyo helps businesses understand cash needs, identify risks, and plan with greater confidence.
Yes. Board meeting support and investor relations support are included in the Strategic CFO package.
A Financial Transformation Project may be a good fit when your business is growing and you want your finance systems, reporting, workflows, and dashboards to better support the next stage. It can help create more visibility, streamline day-to-day processes, and give your team stronger tools for planning and decision-making.
Yes. System Implementation and Full Transformation packages can include accounting system setup, workflow redesign, dashboard development, team training, and process improvement.
Yes. Team training is included in System Implementation and Full Transformation projects to help your team adopt new tools, workflows, dashboards, and finance processes.
The best package depends on your business stage, complexity, growth plans, reporting needs, and budget. If you are unsure, a complimentary consultation can help determine the right fit.
Schedule a complimentary consultation to discuss your business goals, financial challenges, current systems, and support needs. From there, Finyo can recommend the most suitable package or project scope.
If you didn’t find the answer you were looking for, our financial experts are just a message away.
