A Fee Structure Aligned With Your Growth

Simple pricing plans

Fractional CFO

Get senior financial leadership on demand without the cost of a full-time hire.
Let's do this!
Benefits
  • Highest flexibility
  • Perfect for engagement where scope is constantly changing
  • Market comparable rates

Financial Modeling & Deal Advisory

Build accurate, investor-ready models and get expert guidance on deals and capital decisions.
Let's do this!
Benefits
  • Multi-year, 3-statement forecasting
  • Scenario analysis for informed decisions
  • Presentation-ready models for investors and lenders

Fractional Controllership & Bookkeeping

Strengthen your financial operations with reliable reporting, clean books, and ongoing oversight.
Let's do this!
Benefits
  • Recording all business transactions with reconciliations
  • Preparation of monthly financial statements
  • Payroll preparation and audit support

Restructuring

Get expert support for crisis management, insolvency, and strategic restructuring.
Let's do this!
Benefits
  • Lender and stakeholder negotiations
  • Preparation of key financial documents
  • Preparation of key financial analysis

Frequently asked questions

What forms of payments do you accept?

We're flexible and fully digital. We accept everything from credit card, e-transfers, wire transfers, and several forms of cryptocurrency!

I have an accountant / bookkeeper how can you help?

That's great, we don't duplicate efforts or break something that's already working! Our focus is helping you with your forecast and future projections so that investors, lenders and other stakeholders can understand your vision, from a financial lens.

I don't have the cash flow right now, what can I do?

No problem, that's what the deferred pricing is for. If you know that you plan to capital raise in the next six months, we are very flexible with fees, often structuring a "success" based fee where our payment aligns with when you successfully raise capital!

I only need a forecast built - what's your best price?

No problem!  Fixed project pricing based on a defined scope, timeline and within your budget can be negotiated, this way there are no surprises and you know when to expect the deliverables!

Let’s turn your numbers into a growth strategy.

I appreciate the time you took to review our website and our content. Please do not hesitate to reach out even for the slightest inquiry. I am more than happy to spend some time answering questions you might have!

Sincerely,
Wilson Kwan, CPA, CA
Founder & Managing Director

Speak With An Expert

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