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Outsourced CFO Services
Advent Financial Solutions provides outsourced CFO services for businesses that need strategic financial guidance without hiring a full-time CFO. We help business owners understand their numbers, plan for the future, and make informed decisions.
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Who we Do
We provide high-level financial strategy and advisory services, including:
Cash flow forecasting and management
Budgeting and financial planning
Financial performance analysis and KPI tracking
Scenario planning and financial modeling
Strategic guidance for growth, hiring, and investment decisions
Ongoing financial insights for business owners
Our services are customized to your stage of growth and business goals.
Business & Finance Review
We assess your financials, operations, and growth objectives.
Strategic Planning
We develop forecasts, budgets, and financial plans aligned with your goals.
Ongoing Advisory Suppert
Regular check-ins to review performance and adjust strategy.
Decision Support
Guidance for major financial and operational decisions as your business evolves
How Our Outsourced CFO Services Work
Who This
Service Is For
If you need strategic financial insight—not just reports—this service is for you.
Our outsourced CFO services are ideal for:
Growing small and mid-sized businesses across Canada
Startups preparing for scale
Business owners seeking financial clarity and strategy
Companies not yet ready for a full-time CFO
Benefits of Our Outsourced CFO Services
Understand where your business stands and where it’s headed.
Strategic Financial Clarity
Improved cash flow control
Anticipate challenges and plan proactively.
Better decision-making
Make confident business decisions backed by financial data
Better decision-making
Access CFO-level expertise without a full-time hire.
Strategic Financial Clarity
Understand where your business stands and where it’s headed.
Improved cash flow control
Anticipate challenges and plan proactively.
Better decision-making
Make confident business decisions backed by financial data
Better decision-making
Access CFO-level expertise without a full-time hire.
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Benefits of Our Outsourced CFO Services
Strategic Financial Clarity
Understand where your business stands and where it’s headed.
Improved cash flow control
Anticipate challenges and plan proactively.
Better decision-making
Make confident business decisions backed by financial data
Better decision-making
Access CFO-level expertise without a full-time hire.
How Our Outsourced CFO Services Work
Business & Finance Review
We assess your financials, operations, and growth objectives.
Strategic Planning
We develop forecasts, budgets, and financial plans aligned with your goals.
Ongoing Advisory Suppert
Regular check-ins to review performance and adjust strategy.
Decision Support
Guidance for major financial and operational decisions as your business evolves
Who This Service Is For
Our outsourced CFO services are ideal for:
Growing small and mid-sized businesses across Canada
Startups preparing for scale
Business owners seeking financial clarity and strategy
Companies not yet ready for a full-time CFO
If you need strategic financial insight—not just reports—this service is for you.
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10+
Years
Expreance
Frequently Asked Questions
FAQ
An outsourced CFO provides strategic financial leadership—without the cost of a full-time hire—helping businesses plan, grow, and improve profitability.
We handle transaction recording, bank reconciliations, accounts payable and receivable, financial statements, and month-end close processes.
We handle transaction recording, bank reconciliations, accounts payable and receivable, financial statements, and month-end close processes.
We handle transaction recording, bank reconciliations, accounts payable and receivable, financial statements, and month-end close processes.
We handle transaction recording, bank reconciliations, accounts payable and receivable, financial statements, and month-end close processes.
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10+
Years Experiance
Get Strategic Financial Support for Your Business
Make smarter financial decisions with CFO-level insight tailored to your business.
Schedule a consultation to discuss outsourced CFO services.