Add-On Service
Your very own Remote CFO.
Expert advice for scaling businesses.
— At a fraction of the cost of a full-time CFO.
Benefits
The smart choice for growing pains
Our expert team works weekly with you to ensure operations are on track to achieve stated targets.
Real-Time Oversight
We deliver current, accurate visibility into your cash flow, payables, and performance
— so decisions are made with confidence.
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Strategic ROI Management
We transform financial data into clear, actionable insight that drives measurable performance and return on investment.
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Scalable Remote Support
Get flexible, ongoing access to financial leadership — tailored to your growth stage and goals.
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Our Remote CFO Offer:
- Cash flow and cash management
- Receivables and/or payables management
- Forecasts and projections
- Key performance indicators and/or variance analysis
- Operational budgeting
- Quarterly internal financial statements
- Quarterly strategy meetings
- Up to 30 hours/month virtual support
- And more...
Please schedule a free consultation to discuss how we can help.
Remote CFO is available exclusively to existing booksi bookkeeping services clients so their cohesion can provide clarity for every major decision.
Need more out of your financial reporting?
Let’s discuss how our experts at booksi can help your business grow to the next level.
Book a free consultation today and meet with us to learn more.
Reviews
What have our clients said?
Greg, Co-founder
"We gained the financial clarity we needed during our early growth. Booksi’s support across bookkeeping, payroll, and business analysis helped us stay focused and make better decisions."
Jesse, Founder
"Marko gave me the strategic support I needed to launch smoothly — the kind of guidance you’d expect from a Remote CFO. The structure and clarity helped me move forward with confidence."
Chris, Founder
"Booksi brought the level of precision and audit-readiness we needed when it mattered most. The attention to detail and technical care towards our books gave us full confidence in our filings."
Shawna, Founder
"Booksi handled our books with care and consistency. Everything was organized and easy to follow."
Ivana, Director
"We had our books cleaned up and major misclassifications uncovered that saved us thousands. Booksi’s work minimized taxes and set us up with confidence for the future."
Trusted by Canadian small businesses



