Fractional CFO services
Motion works with growth-oriented businesses who need strategic financial and accounting support. Get a team of CFOs, CPAs, and tax specialists for less than the cost of a full-time Controller or CFO.
Go from year-end accounts to year round advice with a dedicated virtual CFO
Get regular scheduled meetings with your dedicated CFO and ongoing online support from your accounting team
- Bookkeeping, financial statements, and tax planning
- Cash-flow management and financial forecasting
- KPIs and data-led transformation
Make tax-time less taxing for you and your business
Our tax specialists build a custom tax plan for you and your business, helping you plan for your future.
- Proactive tax planning
- Founder and shareholder taxes and compensation
- Cross-border tax planning and compliance
Unlock the potential of your business with our transformative virtual CFO solutions.
Whether you need help getting your books under control, with your financial strategy, or with building long-term growth plans, we offer customized services to meet your specific needs.
Financial Statements
Make better business decisions with a monthly financial statement review with your CFO.
Financial Forecasting
Dynamic financial analysis to guide your business towards success.
Canadian & US Tax
Performance Management
Steer your business towards success by monitoring the KPIs and metrics that matter.
Bank & Investor Relations
Identify financing needs and support with bank and investor relations.
Resource Planning
Partner with you to plan and budget resources and capital effectively.
Your own virtual CFO, supported by a team of experts
Motion CFO is part of UHY Victor , a CPA firm providing dedicated client-service and value-driven solutions since 1932.
We adapt to your changing needs
Scale our service based on your changing needs, whether that means working with your existing accountant or operating as your accounting team.
Our service is provided on a monthly subscription basis, and you can adjust your level of support as your needs change.
From bookkeeping to board meetings and everything in between
We have three service levels to help with all of your finance functions. Book a free call with us and we’ll help you choose the plan that works for you.
Accountant
Help with the basics
per month
Controller
Insight into your numbers
per month
CFO
Operational and strategic support
per month
Find out if a fractional CFO is right for your business
Some businesses definitely need a full-time CFO, but for others it makes more sense to bring in a fractional CFO to partner with you in your success.
Contact us today to see if we are the right fit for you.