Senior CFO Expertise. A Fraction of the Cost.
Monthly deliverables, Canadian tax strategy, and real financial visibility for owner-managed businesses between $1M and $30M in revenue.
- Direct access to Laurence
- Month-to-month
- 30+ years CPA
- Canadian tax expertise
What you get every month — regardless of tier.
Monthly financial reporting package (P&L, balance sheet, cash flow)
Variance analysis — budget vs. actual
Cash flow monitoring and short-term forecasting
Owner compensation review (salary vs. dividend optimization)
GST/HST compliance oversight
Corporate tax planning touchpoint
Quarterly business strategy review
Direct email and phone access to Laurence
Choose the level of support that fits your business.
Pricing is customized to your business. Book a call to discuss what's right for you.
Foundations
Entry LevelBest for: Businesses $1M–$5M revenue
- Monthly bookkeeping review
- Financial reporting package (monthly)
- Quarterly tax strategy session
- GST/HST filing oversight
- Annual owner compensation review
- Email and phone support
- Year-end preparation coordination
Growth
Best for: Businesses $5M–$15M revenue
Everything in Foundations, plus:
- Full monthly CFO reporting package
- Rolling 13-week cash flow forecast
- Monthly tax planning session
- Payroll oversight and compliance
- Banking and financing support
- Budget creation and management
- Monthly owner strategy meeting
Scale
Best for: Businesses $15M–$30M+
Everything in Growth, plus:
- KPI dashboard (via Laurence's tools platform — when available)
- M&A readiness and exit planning
- Estate and succession planning integration
- Full management reporting suite
- Custom financial models and scenarios
- Priority response and availability
- Board / investor reporting support
The honest comparison.
| Full-Time CFO | Laurence Rabie CPA | |
|---|---|---|
| Annual Cost | $180,000–$300,000+ | A fraction of that |
| Seniority | Varies widely | 30+ years, CPA designated |
| Tax Expertise | Strategy only — no filing | Full CPA — tax advisory included |
| Tools & Dashboards | Additional cost, separate team | Built into qualifying engagements |
| Contract | Fixed employment | Month-to-month |
| Industries (BC & AB) | Generalist | Construction, real estate, eCommerce, professional services |
| Start Date | 8–12 weeks to hire | 2 weeks or less |
Built around Canadian rules. Not American frameworks.
Most fractional CFO content online is American. Laurence works exclusively in Canada — and the tax strategies reflect it.
- CCPC small business deduction planning
- Salary vs. dividend optimization for owner-managers
- RDTOH and passive income rules
- Capital gains exemption planning (LCGE)
- Holding company and corporate structure
- GST/HST across BC and Alberta
- SR&ED credit identification
- Payroll compliance — CPP, EI, remittances
- Bare trust and estate planning
- Corporate tax minimization strategies