Waterloo Region · Kitchener-Waterloo · Cambridge · GTA

Pulse — Advisory & Fractional CFO Services

Advisory & Fractional CFO Services

Advisory, Management Accounting & Consulting

Pulse is higher-level support for owners who want more than tidy books. As your advisory and fractional CFO partner, we turn accurate numbers into decisions — budgets, forecasts, pricing, and the financial discipline that usually only comes with a full-time CFO. Engagements are scoped to what you actually need and priced accordingly.

What's included

Advisory & management accounting

Regular working sessions on your numbers — what they mean, what's changing, and what to do about it.

Budgeting & cash-flow forecasting

A realistic budget and a rolling cash-flow forecast, so decisions are made with the runway in view.

Fractional CFO support

Pricing, profitability, and growth decisions reviewed with CFO-level rigour — on a schedule that fits your business.

Consulting on your goals

Financing readiness, expansion planning, and one-off projects — scoped and quoted to the work, never padded.

Custom pricing, scoped to you

Advisory and fractional CFO work varies too much for a rate card. We start with a short discovery call, agree the scope and cadence, and give you a fixed quote before any work begins — so you always know what you're paying for.

All prices are in CAD and exclude applicable taxes.

Want more than tidy books?

Book a short discovery call — we'll talk through your goals and scope the engagement together.