Professional Corporation
The CFO expertise your business needs, when it matters most.
Part-time CFO, accounting and tax expertise for owner-operated businesses. Gain the strategic financial insight of a chartered professional accountant who brings not only technical depth, but real-world experience from sitting in the operator's chair.
Proudly serving Vaughan and the Greater Toronto Area.
- CPA, CA Chartered Professional Accountants of Ontario
- CFA CFA Institute
- MBA Schulich School of Business, York University
- 20+ years In banking and finance, including 15 as a practising accountant
Most CFOs have sat on one side of the table.
With four years of experience in RBC commercial lending, Vincent understands exactly how lenders evaluate financial statements and credit applications.
After training in public practice and founding his own firm in 2014, he went on to serve as President of a food manufacturing business, gaining first-hand experience managing payroll, protecting margins, answering lender questions and making critical decisions under pressure.
That combination of technical accounting expertise and real-world operating experience is uncommon. It means he understands what it is to depend on the reporting when the stakes are high.
- 20+ Years in banking and finance
- 15 Of them as a practising accountant
- 2014 Practising on his own account since
- 2007 CFA charterholder since
Two ways we can support your business
Fractional & Part-Time CFO
Senior financial leadership, a few days a month, without the cost of a full-time hire.
- Monthly reporting and management accounts
- Cash flow forecasting and working capital
- Budgeting, margin and pricing analysis
- Lender and bank relationship management
- Strategic and financial advisory
Accounting & Tax
The compliance foundation, corporate and personal, handled properly.
- Corporate tax returns
- Personal tax returns
- Tax planning and advisory
- Compilations and financial statement preparation
- Bookkeeping
How an engagement works
Most people have never hired a fractional CFO. Here is the shape of it.
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Initial consultation
Approximately thirty minutes, no charge. What the business does, what is keeping you up, and whether this is the right fit.
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Review
A look at your current reporting, systems and tax position, so any proposal is based on what is actually there.
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Scope and fee
A written scope with a fixed monthly fee. No hourly surprises, and you can change the scope as the business changes.
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Ongoing
A regular reporting rhythm and a standing slot in your month, plus a phone number for the questions that will not wait.
Start with a conversation.
Approximately thirty minutes, no charge, no obligation. You will get a straight answer about whether this is worth pursuing.