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.

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.

Your First Meaningful US Revenue

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

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.

Your First US Hire

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

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

Feature	Orientum Virtual CFO	Full-time CFO	Traditional CPA firm	Bookkeeping service
Cost	From $2,000 a month	$250K+ a year	Annual or per-filing fees	Low monthly fee
Getting started	After a short diagnostic	About six months to hire	At year-end	Sign 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.

Fit Call

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

Diagnostic

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

Build

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

Run

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