Virtual CFO

A Finance Function, Not Another Spreadsheet.

Hiring a CFO costs a quarter of a million dollars a year and takes six months to find. You probably don't need one full-time. You do need someone senior who owns the numbers, sees a cash problem before it lands, and can tell you what the model says about the hire you're considering.

In short

What is a virtual CFO, and what does it cost in Canada?

A virtual CFO is a senior finance lead you work with part-time instead of hiring full-time. They own your cash flow, forecasting, reporting and funding readiness, and join the decisions that move the numbers.

In Canada, virtual CFO services typically run from about $2,000 to $10,000 or more a month depending on scope, compared with around $250,000 a year for a full-time CFO. Orientum’s Virtual CFO starts at $2,000 a month, usually for companies from about $1M in revenue.

Price
From $2,000 / month
Best for
About $1M to $12M+ revenue
First 90 days
13-week cash, runway dashboard, filing calendar, investor-ready model
Support
Bi-monthly calls plus WhatsApp
Based in
Mississauga, serving Canada and the US

What's included

A Roadmap in Two Phases, from Stable to Scaling.

0–90 daysPhase 1

Quick Wins

Stabilise the business and remove the immediate founder stress.

  • Runway dashboardBurn rate and 13-week runway tracking. Clarity in minutes.
  • Filing guaranteeA compliance calendar and on-time filing commitment, so CRA penalties stop.
  • Funding readiness packAn investor-grade financial model, ready for angels and VCs.
  • Proactive CFO check-insBi-monthly calls plus WhatsApp support. No more silence until year-end.
  • Cash flow controlAR and AP scheduling that closes cash gaps before they open.
  • Audit risk shieldA CRA risk scan, with audit defence built in.
  • KPI dashboard and goal settingMRR and ARR, CAC and LTV, margin, and the growth goals that sit on top.
OutcomeNumbers are clear, filings are on track, and funding conversations are investor-ready.
3–12 monthsPhase 2

Strategic Growth

Optimise, scale, and prepare for the next milestone of $5M+ in revenue.

  • SR&ED structuringMaximise annual credits, with development hours tracked properly.
  • Pricing strategy resetAlign subscription pricing with CAC, LTV and margins.
  • Equity and ESOP designAttract and keep talent without burning cash.
  • Grant radarNon-dilutive funding opportunities, found before the deadline.
  • Churn and CAC analysisA deep dive into the metrics that drive retention and growth.
  • Bank and BDC readyFinancial packages that meet lender expectations.
  • Headcount vs. revenue modelSmarter hiring that avoids payroll-burn traps.
  • Tech-enabled finance stackDashboards and automation for real-time decisions.
  • Founder network accessStrategy roundtables and the Annual Soirée.
OutcomeCFO-level guidance, optimised pricing and margins, funding clarity, and access to grants and capital.

Phase 1 gives you peace of mind. Phase 2 builds a financial engine investors trust. Together, they take you from surviving to scaling.

Canada and the US

One CFO for Both Sides of the Border

The same roadmap works for US-headquartered companies, with reporting in the format US investors and lenders expect. For Canadian companies, these are the moments the border starts to matter.

01

Your First Meaningful US Revenue

Nexus and sales-tax questions start the moment you sell across state lines, not when you incorporate.

02

You’re About to Open a US Entity

The structure decision is cheap now and expensive in two years. The highest-value conversation we have.

03

Your First US Hire

Payroll, withholding, benefits, and the permanent-establishment risk that comes with a person in a state.

04

A US Investor Is Leading Your Round

They’ll have opinions about your structure. Better to have the answer before you’re asked.

US tax filings, structuring and payroll sit with our tax team.See US tax scope →

How we compare

What You Get, Against the Usual Alternatives.

Orientum vs
FeatureOrientum Virtual CFOFull-time CFOTraditional CPA firmBookkeeping service
CostFrom $2,000 a month$250K+ a yearAnnual or per-filing feesLow monthly fee
Getting startedAfter a short diagnosticAbout six months to hireAt year-endSign up online
13-week runway and cash flow
Investor-ready financial model
SR&ED structuring and grants
Filing guarantee and CRA audit defence
Proactive check-ins and WhatsApp access
Pricing, equity and ESOP advice
Founder network and events
IncludedSometimesNot typically

Orientum Intelligence

What We're Building Underneath

Automated transaction coding, models that rebuild on live data, and a close measured in days rather than weeks. It's in development, and as each piece ships it buys back time for the part you're actually paying for, someone senior thinking about your business. What's in build →

Engagement

A Monthly Retainer, Scoped to You

Retainers start at $2,000 a month, priced against your transaction volume, entity count and reporting cadence. We quote in writing after the diagnostic.

01

Fit Call

Fifteen minutes to see whether we're the right partner.

02

Diagnostic

We review your books, systems and reporting, and come back with what's broken and what it's costing.

03

Build

Clean-up, chart of accounts, systems and the AI layer switched on.

04

Run

Monthly cadence, senior advisor on call, quarterly strategy review.

Questions

Frequently Asked Questions

What does a virtual CFO do?

Owns the finance function without the full-time cost: monthly close review, 13-week cash forecasting, KPI and board reporting, budgeting, pricing and hiring models, and preparation for fundraising or bank financing.

How much does a virtual CFO cost?

Orientum’s Virtual CFO starts at $2,000 a month. Across Canada, fractional CFO services commonly range from about $2,000 to $10,000 or more a month depending on company size and scope. A full-time CFO typically costs around $250,000 a year.

When does a company need a virtual CFO?

Usually once revenue passes about $1M, when you are raising money, hiring quickly, running low on runway visibility, or your bookkeeper can report the past but not forecast the future.

What is the difference between a bookkeeper, a controller and a virtual CFO?

A bookkeeper records transactions. A controller makes sure the books are accurate and closed on time. A virtual CFO uses those numbers to plan: cash, pricing, hiring, funding and strategy.

Do you work with companies outside Ontario?

Yes. We work with founders across Canada and with Canadian companies expanding into the US.

Is SR&ED included?

SR&ED structuring and development-hour tracking are part of Phase 2. The claim itself is handled by our SR&ED team on a 15% success fee.

Want to See What Your Numbers Are Actually Telling You?

Book the fit call. Bring last year's statements if you have them.