Fractional CFO & Controller Services · Vancouver, BC

Your Business Deserves a CFO.
You Just Don't Need One Full-Time.

Get the financial clarity, cash flow control, and strategic guidance of an executive finance leader — at a fraction of the cost. Big 4-trained Chartered Accountant serving growing businesses across Canada and the U.S.

200+ businesses served 10+ years experience Big 4 (KPMG) trained Canada & U.S.
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Sound Familiar?

You're Running the Business.
But Who's Running the Numbers?

→You find out about cash crunches when they arrive — not weeks before.
→Your books are "done" but you don't trust them enough to make decisions.
→Revenue is growing, but profit isn't — and you can't see exactly why.
→Month-end close drags on for weeks, and reports arrive too late to matter.
→The bank, the CRA, or the IRS is asking questions you don't have answers for.
→You're pricing based on gut feel because no one has shown you your real margins.

If any of these hit home, we should talk. The first conversation is free.

Services

Finance Leadership, Scaled to Your Business

Fractional CFO Services

Executive financial leadership on the schedule your business actually needs. I work directly with owners and leadership teams to turn financial data into decisions — pricing, profitability, growth, and financing — and represent your numbers credibly to banks, lenders, and investors.

The outcome: you stop guessing. Every major decision — hiring, pricing, expansion, borrowing — gets made with clear numbers behind it.

What's included

  • Profitability analysis by customer, product & service line
  • KPI design and monthly management reporting
  • Pricing strategy and margin improvement
  • Banking, lender & investor relationship support
  • Board-level reporting and strategic planning
  • Risk identification and mitigation

Controllership & Bookkeeping Oversight

Accurate, timely, decision-ready financials. Whether you have an internal bookkeeper or an outsourced team, I bring the controls, review discipline, and quality assurance that keep your books reliable — so month-end close is a process, not a scramble.

The outcome: books you can actually trust, closed on time every month — and a finance function that scales with you instead of breaking.

What's included

  • Month-end close management & financial statements
  • Quality audits of AP, AR, payroll & sales reconciliations
  • Internal controls design and implementation
  • Bookkeeping team supervision and mentoring
  • QuickBooks, Xero & Sage optimization
  • Ecommerce & multi-channel reconciliation

FP&A, Budgeting & Cash Flow Management

Know where your business is going — not just where it's been. I build budgets, forecasts, and financial models that leadership actually uses, and maintain the continuous cash flow visibility that keeps payroll safe and growth funded.

The outcome: no more cash surprises. You see problems weeks ahead, and you always know how much runway your plans really have.

What's included

  • Annual budgets and rolling forecasts
  • 13-week and long-range cash flow projections
  • Scenario modeling for expansion & investment decisions
  • Variance analysis with plain-language insights
  • Working capital & payment-timing management
  • Daily/weekly cash monitoring and escalation

Compliance & Cross-Border Accounting

Operating in both Canada and the U.S. shouldn't mean double the headaches. I act as your primary liaison with tax authorities and advisors on both sides of the border, and keep your reporting compliant with the standards that apply to you.

The outcome: CRA and IRS correspondence handled, filings on time, and reporting that holds up — so compliance stops keeping you up at night.

What's included

  • CRA & IRS liaison and correspondence management
  • IFRS, GAAP & ASPE financial reporting
  • Multi-entity and cross-border consolidation
  • Audit & review readiness and coordination
  • Coordination with tax advisors & grant consultants
  • Regulatory compliance monitoring

Not sure what level of support you need?

That's exactly what the first conversation is for. Tell me where your finances stand today, and I'll tell you honestly what would help — even if it's less than you expected.

Book a Free Consultation

Why Work With Me

Big 4 Rigor. Owner's Instincts. Cross-Border Fluency.

🏛️

Trained Where Standards Are Highest

My foundation is Big 4 audit at KPMG — risk-based thinking, tight controls, and reporting that stands up to scrutiny from banks, boards, and regulators.

🚀

I've Sat in Your Chair

I founded and scaled two firms of my own — growing one 50% in two years and building teams of 20+. I know what a payroll crunch feels like from the owner's side, not just the spreadsheet.

🌎

Fluent on Both Sides of the Border

CRA and IRS. IFRS, GAAP, and ASPE. I currently support 200+ businesses across Canada and the U.S., so cross-border complexity is my everyday work — not an exception.

200+
Businesses Served
50%
Revenue Growth Delivered
(own firm, 2 yrs)
30%
Efficiency Gains via
Process & Systems
85%
Client Retention Rate

How I Work

A Clear Path from First Call to Results

01

Discovery Call

A free, no-pressure conversation about your business, your goals, and where the finance function is falling short.

02

Financial Assessment

I review your books, reporting, cash position, and controls — and give you a candid picture of what's working and what isn't.

03

Tailored Plan

A proposed scope matched to your needs and budget — from monthly oversight to full controllership or CFO engagement.

04

Ongoing Partnership

Reliable reporting rhythms, continuous cash visibility, and a finance leader in your corner as the business grows.

Background

A Career Built for This Work

Manager — Fractional CFO & Controller Services

Transcounts Services Inc. · Vancouver · 2025–Present

Leading FP&A and controllership for a portfolio of 200+ SMBs across Canada and the U.S.; primary liaison with CRA, IRS, bankers, and auditors.

Managing Partner

S.G. Associates, Chartered Accountants · 2022–2025

Founded and scaled the firm to 100+ clients — 50% revenue growth in two years, 85% client retention, team of 20.

Director

Dez Consultants Pvt. Ltd. · 2017–2022

Built a 100+ client practice across manufacturing, healthcare, and real estate; cut audit errors 20% through stronger controls.

Executive — Audit

KPMG (BSR & Co. LLP) · 2015–2017

Risk-based audits of multinational corporations in telecom, retail, and manufacturing.

Early Career — Audit & Articleship

RSM International · Mazars Advisory · 2010–2015

20+ audit engagements; led junior teams and completed ICAI articleship training.

Full history on LinkedIn →

Credentials

Education & Designations

MBA

University Canada West · Vancouver

2024

Chartered Accountant (CA)

ICAN — Nepal

2022

Chartered Accountant (CA)

ICAI — India

2015

B.Com — Finance & Accounts

IGNOU · New Delhi

2013

Currently pursuing CPA Canada through the ICAI–CPA Canada mutual recognition agreement. Dual CA designations recognized internationally.

FAQ

Common Questions

What is a fractional CFO?
A fractional CFO provides executive-level financial leadership on a part-time or contract basis. You get the strategy, reporting discipline, and financial insight of a CFO without the cost of a full-time executive — typically at a fraction of the price.
How is a fractional CFO different from a bookkeeper or accountant?
A bookkeeper records transactions and an accountant prepares statements and tax filings. A fractional CFO works above both: interpreting the numbers, forecasting, managing cash flow, setting pricing and profitability strategy, and advising ownership on decisions.
What size of business do you work with?
I primarily serve small and mid-sized businesses across Canada and the U.S. — from early-stage companies establishing their finance function to established SMBs preparing for growth, financing, or sale.
Do you work with U.S. businesses or only Canadian?
Both. I have hands-on experience with CRA and IRS compliance, cross-border reporting, and IFRS, GAAP, and ASPE standards, and currently support a portfolio of clients on both sides of the border.
How much does a fractional CFO cost?
Far less than the $200,000+ annual cost of a full-time CFO. Engagements are scoped to your needs — from a few hours of oversight per month to a full controllership function — so you only pay for the level of support your business actually requires.
How do engagements typically start?
With a free consultation. We discuss your goals and pain points, I review your current financial setup, and I propose a scope — whether that's a few hours of oversight per month or a full controllership engagement.

Contact

Let's Talk About Your Numbers

The first consultation is free — a straightforward conversation about where your finances stand and what would genuinely help. No pitch, no pressure.

✉️

Email

sumeet.gautam1@gmail.com
📞

Phone

(236) 558-6128
💼

LinkedIn

linkedin.com/in/sumeet-gautam
📍

Location

Vancouver, BC, Canada
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