CFO Service

Our CFO services provide actionable strategies, budgeting, forecasting, and risk management that help you achieve financial stability and strategic growth. We're here to help you mitigate financial risks, provide actionable insights, and navigate the road to success. Whether you're a growing business or need strategic financial leadership, RAPC's CFO services are the solution you've been looking for.

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What's Included in Our CFO Services

Financial Strategy

RAPC acts as your Chief Financial Officer, helping you develop and implement financial strategies that align with your business goals

Budgeting and Forecasting

We assist in creating budgets and forecasts, providing you with a roadmap for financial success and helping you make strategic decisions

Risk Management

RAPC helps identify and mitigate financial risks that could impact your business, ensuring financial stability and growth

Financial Reporting

We generate regular financial reports and analysis to give you a clear picture of your company's financial health, helping you make data-driven decisions.

Cash Flow Management

We create a 8-16 week cash flow forecast and meet with you to discuss anticipated inflows and outflows to determine any action items.

Corporate Tax (T2)

Corporate tax compliance becomes simple with our expert assistance. We break down the complexities of corporate tax regulations, making it easy for you to fulfill your obligations

Our CFO services function as your trusted financial advisor, delivering regular financial reporting and insights to guide your business's financial health

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Our Process to Start a CFO Service

Step 1 happens at the beginning of an engagement and annually thereafter. Steps 2 through 6 happen every single month.

Step 1: Set Key Performance Indicators (KPIs)

At the beginning of an engagement we will set KPIs Revenue, Profit and Cash Flow.

Step 2: Analyze Actuals

Analyze the actual results for each of the drivers that add up to Revenue, Profit and Cash Flow

Step 3: Create a Forecast

Based on the assessment on the trends, create a forecast for each driver to determine where we think each driver will end up by December 31st

Step 4: Assign a Score

Compare the full-year Targets for each driver with the full-year Forecast for each driver. Assign a color-coded score (red, yellow, green) based on what we want

Step 5: Create Objectives

Create a short list of the most important items to focus on for the next 30 days. Base the objectives on drivers in the red or yellow. Should be a short list and measurable (so you know when the objective has been met)

Step 6: Determine Next Steps

Together, with you, brainstorm specific next steps that need to happen to accomplish the Objectives. If all next steps are completed the Objective should be met. If all of the Objectives are met, then you will be on track to hit their targets.

KPIs we will set in step-1

Revenue KPIs

Leads per month

Conversion Rate

Retention Rate

Purchase Frequency

Average Purchase

Profitability KPIs

Gross Profit %

Marketing Expenses

Payroll Expenses

Overhead Expenses

Net Income %

Cash Flow KPIs

+ / - Inventory

+ / - A/R Balance

+ / - Other Assets

+ / - Debt

+ / - Owner Equity

What Business Owners Are Looking For?

Someone they trust to tell them what to do to have a growing and more profitable business.

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Having Rokon Alam as our Part-Time CFO has played a crucial role in steering our tech startup in the right financial direction. His expertise in financial modeling, forecasting, and budgeting has provided us with a solid foundation for growth. RAPC is an essential partner for any tech startup navigating financial complexities

Shimul Mustafa

Scarborough, Ontario

RAPC's CFO service has been instrumental in managing the financial complexities of our real estate projects. Their expertise in financial planning, risk management, and strategic decision support is unparalleled. RAPC is an essential partner for any real estate developer seeking expert financial guidance

Kabir Ahmed

Markham, Ontario

Frequently Asked Questions

+ How do I determine what services my company needs?

We’re here to help you determine what services would be right for your organization. Our team will set up an on-site or virtual meeting with you to learn more and then perform a complimentary due diligence review, which includes a review of your financial records and interviews with key staff

+ Do you have to come to our office, or can the services be completely virtual?

No, we do not have to come to your office. We tailor our services and offerings based on your company’s needs and wants. We can perform services 100% remotely if you would prefer us not to come on-site

+ Why should I use CFO services for managing my company' financial needs?

The benefits of hiring a Part Time CFO are no secret. It offers small and medium-sized private businesses a seasoned executive to increase the depth of their team when a full time hire is not required. As your Part Time CFO, we optimize new opportunities, provide solutions to your issues and identify strategies to reduce your risk, all at a fraction of the cost of a full time CFO. Our services range from financial oversight to cash flow and risk management

+ What does a CFO do and what is the difference between a CFO and my accountant?

Your accountant prepares your annual financial statements and corporate taxes. A CFO works intimately in your business, proactively identifying and implementing methods to improve your profitability and cash flow. Find out more about what makes us different here

+ Why is it better to use your CFO services than hire my own CFO?

A Part Time CFO can bring an unbiased, third party point of few that an employee may not be able to deliver. Also, finding the right person and training can be very time-consuming as well as costly. Listen to what our clients’ testimonials say about the difference we’ve made in their business.

For Business

Business Advisory CFO Services Business Accounting Corporate Tax Professional Corporation

For Individual

Personal Income Tax International Students Tax Tax for Work permit holder Self-Employed Income Non-Resident Tax

Consulting Services

Business Incorporation HST Housing Rebate SR&ED Business Plan CRA Audit