Fractional CFO & Management Services

Bringing purpose, planning and people together.

The point where clarity begins.Grounded financial guidance for charities, non-profits and growing organizations that want to plan well and decide with confidence.

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Services

The support of a CFO, at the scale you need.

Most small and mid-sized organizations don't need a full-time CFO. They do need someone who sees the whole picture, explains it plainly, and helps them act on it.

Fractional CFO

Budgets, forecasts and cash flow planning, with monthly reporting your team can understand and use. Steady, senior advice when you're growing, changing or under pressure.

Board & finance committee support

Plain-language financial updates and presentations that help your board understand where things stand, along with the policies and controls that help directors govern with confidence.

Management services

Interim or transitional leadership, finance team structure, and better systems and processes to keep your organization running smoothly. I also help new organizations and new projects get started, putting the right structure in place to get them up and running.

Training & bookkeeping support

Connecting every member of your team so they understand the numbers and work from the same picture. This includes practical financial and bookkeeping training for staff and managers.

Who I work with

A small number of clients, chosen with care.

Charities & non-profits

Most of my work is with charities, non-profits and other mission-driven organizations, and I especially enjoy working alongside their boards. We're likely a good fit if:

  • Your board would like clearer, more useful financial information
  • You have a great bookkeeper, but you need more insight and guidance from your numbers
  • You're navigating growth, a funding change or a leadership transition
  • Your executive director would value a trusted finance partner

Small businesses

I also work with owners who want to understand their financial information and communicate more clearly with their bookkeeper and accountant. This can be especially helpful if:

  • You'd like to know what your financial statements are really telling you
  • You want simple, regular reporting to help you make decisions
  • Conversations with your bookkeeper or accountant leave you with more questions than answers
  • Your business is going through a period of growth or transition

I'm a Chartered Professional Accountant who lives in the Pacific Northwest. I've spent more than fifteen years working in accounting, business and finance. Most of that time was in public practice, where I spent twelve years working with business owners and organizations of every kind, and the last six of those as a partner in the firm.

When I sold my practice at the end of 2021, it gave me the chance to step back and think about the work I wanted to do next. The answer that came to me was that I wanted to work more closely with organizations whose purpose is to improve their communities and the world around them.

My work has also taken me into the boardroom as a treasurer, finance director and investment committee member, into leadership as Executive Director of a housing society, and into my community through parks and recreation programs and local tax and budgeting courses.

That experience shapes how I work. I try to make finance feel less intimidating, give boards and leaders information they can use, and leave every organization a little stronger than I found it.

Contact

Let's talk.

Tell me a little about your organization and what's on your mind. I'll be in touch to set up a time to connect.

Emailbrett@fusionpointconsulting.ca
Phone250.537.6826
Based inSalt Spring Island, BC