Strategic CFO & Advisory

Strategic CFO & Advisory Services for Canadian Organizations

Strategic CFO & Advisory services are designed for leaders who want clarity, foresight, and confidence in financial decision-making.

This service builds on clean financial operations and provides insight that supports growth, funding stewardship, and long-term planning.

Join. Integrate. Elevate.

Financial Review & Analysis

  • Controller or CFO-led financial reviews

  • Trend and variance analysis

  • Risk and opportunity identification

Planning & Forecasting

  • Cash flow forecasting

  • Budget development and review

  • Scenario planning

Leadership & Board Support

  • Board and funder reporting support

  • Financial narrative development

  • Strategic guidance aligned with goals

What’s Included in Strategic CFO & Advisory

Strategic advisory sessions are prepared, focused, and grounded in real operational data.

Because Collective Finance already manages your financial operations, advisory conversations are practical and actionable, not theoretical.

How Advisory Works

Founders and CEOs

  • Executive Directors

  • Leadership teams

  • Boards requiring clear financial oversight

Advisory services are offered as an add-on to ensure strategy remains intentional and tailored.

Who This Is For