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Jensen CPA provides fractional CFO and outsourced controller support to businesses that need more financial oversight than bookkeeping alone can provide. Our CPA-led team helps you understand your numbers, plan ahead, and make decisions with a clearer view of your cash flow and performance.

Fractional CFO Services for Calgary Businesses

As your business grows, financial decisions become harder to make from year-end statements or a bookkeeping report alone. You may need to know whether you can afford a new hire, how a major purchase will affect cash flow, or why revenue is rising while margins are tightening.

Our fractional CFO services give you regular access to senior financial guidance without hiring a full-time CFO. We work with your existing records and team to build useful reporting, forecast what’s ahead, and help you assess important decisions.

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What’s Included in an Engagement?

We tailor our controller and CFO services to the decisions your business needs to make. Depending on the scope of your engagement, support may include:

Monthly Financial Reviews

We review your financial results with you, explain significant changes, and identify questions that need attention. You get a clearer picture of performance instead of a set of reports to interpret on your own.

Management Reporting and KPIs

We help identify the measures that matter to your business and organize them into useful management reports or dashboards. This can make it easier to track profitability, costs, and progress against your plans.

Cash Flow Forecasting

We build and review forecasts using your current financial information and expected commitments. You can see potential cash needs earlier and plan for hiring, purchases, financing, or periods of uneven revenue.

Budgeting and Financial Planning

We help turn your business plans into financial assumptions you can review and adjust. Regular comparisons between actual results and your budget can show where plans are working and where they need to change.

HOW IT WORKS

How a Fractional CFO Engagement Works

Step 1

Initial Consultation

We start with a conversation about your current reporting, upcoming decisions, and where you need more financial clarity.

Step 2

Financial Systems Assessment

We look at your existing records, systems, and reporting process. This helps us identify what needs attention before forecasts or management reports will be useful.

Step 3

Tailored Financial Management

We outline the controller, CFO, or combined support your business needs. We’ll explain the proposed work and fee before the engagement begins.

Who Is Fractional CFO Support For?

Our services are designed for established Calgary businesses that need dependable reporting and financial input for decisions, but may not need a full-time finance executive.
It may be time to consider fractional CFO or controller support if:
Many of our engagements involve businesses generating $1 million or more in annual revenue. Revenue alone doesn’t determine the right time to seek support; the complexity of your decisions and financial reporting matters too.
HOW WE'RE DIFFERENT

Why Work With Jensen CPA?

Jensen CPA is a Calgary firm led by Chartered Professional Accountants. We bring accounting and tax experience together with practical financial reporting, so discussions about growth are grounded in reliable numbers. You’ll work with a team that can help connect your monthly reporting with broader questions about cash flow, corporate tax, and business planning. We use cloud accounting tools to keep information accessible and make our advice easier to act on.

Meet The Team

Related Services

Fractional CFO support is often paired with our other services as your business scales. Explore how we support your full financial picture:

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Corporate Tax

We handle your T2 corporate tax return filing and look for proactive tax planning opportunities that align with your overall corporate strategy.

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Monthly Bookkeeping

Keep your day-to-day records current so your financial reports and forecasts have a dependable starting point.

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Personal Tax

We file personal tax returns for Calgary business owners who want a firm managing both their personal and business finances seamlessly.

Frequently Asked Questions

What is a fractional CFO?

A fractional CFO provides senior financial guidance on a part-time or outsourced basis. The work may include forecasting, budgeting, management reporting, and advice on significant business decisions, depending on the engagement.

What is the difference between a fractional CFO and a controller?

A controller focuses on the reliability of financial records, processes, and reporting. A fractional CFO uses that information to help the business plan ahead and evaluate strategic decisions. Some engagements combine both functions.

How much do fractional CFO services cost in Calgary?

Pricing depends on the state of your current records, the complexity of your business, and the level of ongoing support you need. We assess the work involved and provide a specific proposal before you commit.

Does my business need to earn $1 million to work with you?

We primarily work with established businesses around or above that level, but revenue is only one consideration. If your reporting needs or financial decisions have become more complex, contact us to discuss whether our services are a fit.

Do you serve businesses outside Calgary?

Yes. We can provide remote controller and fractional CFO support to businesses elsewhere in Alberta, including Edmonton, when the engagement is a good fit.
Kevin Jensen
Managing Partner | CPA | MPA cc

"Kevin is very reliable, knowledgeable, and amazing to work with. He Makes tax season stress free. Highly recommended."

Calgary Business Owner
Spencer Bajnok
Partner | CPA | CA

"Kevin and Spencer of Jensen Chartered Professional Accountants were fantastic. These two came through in a rush situation and did a fantastic job for our personal and business tax. AND at the same time saved us a ton of cash!"

Calgary Client

Speak to a CPA

Have questions about your tax or accounting needs? Get in touch for a consultation or call us on (403) 450-0075.

  • All services under one roof
  • Chartered Professional Accountants of Alberta
  • Transparent pricing and great service

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