Unlock Your Financial Strategy. Scale with Confidence.
Expert Financial Guidance for Every Big Decision
Growing organizations face financial complexity long before they need a full-time CFO. HAT Accounting’s fractional CFOs deliver expert financial leadership—helping you navigate planning, reporting, and strategic decisions with confidence.
Board-Ready Strategy
Make confident, data-driven decisions with financial insights aligned to your long-term goals.
Optimized Cash Flow
Maintain liquidity, control debt, and eliminate financial bottlenecks to support smooth operations and growth.
Funding Support
Raise capital, navigate M&A, and make sound investment decisions with expert financial guidance.
Grants & Trust
Unlock grant funding and build trust with funders, lenders, and investors through accurate reporting and compliance.
Our CFO Services Can Include
Financial Strategy & Board Reporting
Strategic planning, forecasting, custom dashboards, and board-ready financial insights.
M&A, Fundraising & Grant Support
Guidance on mergers, acquisitions, fundraising strategies, and grant applications, including compliance and reporting.
Financial Monitoring & Oversight
Ongoing cash flow monitoring, forecasting, and risk management to keep your organization financially healthy.
Stakeholder & Investor Relations
Transparent reporting and regular performance updates for investors, lenders, and key stakeholders.
Internal Controls Management
Monitor, update, and implement controls for financial security.
Financial Policy Development
Establish and refine policies for consistency and compliance.
Simple, Accurate, and Seamlessly Managed
Our proven financial operations process ensures your bookkeeping, payroll, and compliance needs are handled with efficiency and accuracy every month.
Define Your Goals
We figure out where you are today and where you want to go. Whether it’s improving cash flow, securing funding, or strengthening financial oversight, we tailor our approach to fit your needs.
Meet Your CFO
We pair you with an experienced and designated CFO who integrates into your team, providing the right level of expertise and involvement and the right time commitment whether it’s half a day a month or a few days a week.
Build a Roadmap
Your CFO builds a financial plan aligned with your strategic goals. This includes budgeting, forecasting, risk management, and financial reporting to keep you informed and in control.
Partner & Lead
Your CFO is your financial partner, helping you navigate investor relations, fundraising, and major business decisions. As your business evolves, we adjust our approach to support your changing needs.
What Our clients are saying.
We work with you to fully understand your business needs and support requirements.
Get Full-Service Financial Operations Support for Your Organization
From bookkeeping to CFO advisory, HAT Accounting delivers expert financial services that keep your business organized, compliant, and positioned for long-term success.
Monthly Bookkeeping
Stay compliant with accurate, up-to-date financials—done for you.
Catch-Up Bookkeeping
Behind on your books? We’ll bring everything up to date quickly.
Payroll
Ensure your team gets paid accurately and on time.
Accounts Payable
Stay in control of expenses and vendor payments.
CFO
Develop a financial roadmap for your business with strategic planning and forecasting.
Fractional Controllership
Gain financial oversight and strategic support from experienced professionals.
FAQs
We specialize in helping Canadian Not-for-Profits and Businesses with their financial operations.
How much do controllership or CFO services cost?
Like our other services, it depends on what you need. See our pricing page for more information.
Can I hire you for these services on their own?
Yes, you can purchase CFO services on their own or packaged with other HAT Accounting services including bookkeeping. In fact, many of our clients do not engage us for bookkeeping and other services and only engage us for controllership services.
How does the service work if I am an existing client or plan to work with HAT Accounting on other services?
Our CFO services are a great complement to other HAT Accounting services. Assuming we also do your bookkeeping, your controller will have the benefit of being able to get quick answers on specific transactions so that they can give you the real-time insight that you need.
What if I want to start with other services? Can I add these services later?
Yes, you are more than welcome to do so at any time. Please get in touch with your Account Manager to let them know about your interest in our CFO services.
What is the difference between Controllership and CFO services?
The difference between Controllership and CFO services lies in the nature and focus of the work. A Controller is typically responsible for ensuring accurate and timely monthly financial reporting, maintaining a strong month-end close process, and preparing for a smooth and compliant year-end audit.
In contrast, CFO services are more strategic, often involving cash flow forecasting, financial planning, budgeting, and engagement with key stakeholders such as board members, lenders, or investors.
There is often some overlap between Controller and CFO roles, and depending on your organization’s needs, you may require one, the other, or both. At HAT Accounting, we help you determine the right level of financial support during our discovery process, ensuring you have the expertise you need to move your organization forward.
