Fractional CFO & Accounting for growing Canadian businesses

We blend disciplined compliance with practical, operator-level finance so you can make confident, data-driven decisions—without the overhead of a full-time finance team.

  • Monthly close & management reporting
  • Cash flow, FP&A & planning
  • Tax planning & CRA compliance
Operator-level finance
Audit-ready discipline
Actionable reporting

What we do

We transform the way you do Finance & Accounting.

Fractional CFO

Board-ready reporting, forecasting, KPI design, pricing, capital planning, banking relationships.

  • Financial narrative & insights
  • Budget vs actual & rolling forecast
  • Cash runway & scenarios

Accounting & Bookkeeping

Monthly close, AR/AP, payroll oversight, reconciliations, consolidations, year-end prep.

  • Accrual close & controls
  • Receipts & AP automation
  • Audit-ready files

Tax & Compliance

Corporate tax, HST/GST, T4/T5, Notice-to-Reader, CRA correspondence, reviews & deadlines.

  • Tax planning & installments
  • SR&ED & incentives guidance
  • CRA support

Personal Financial Planning

  • Personal Taxes
  • Financial Literacy
  • Financial Planning & Management
  • Investment Advisory

Industries we understand

Fin-Tech / Tech Companies Construction & Real Estate Healthcare Professional Services E-commerce Manufacturing

How engagement works

1

Discovery

Free consult to map goals, constraints, and current systems.

2

Stabilize

Quick wins: cash visibility, month-end cadence, reporting pack.

3

Scale

KPIs, dashboards, tax planning, and an operating rhythm that sticks.

Engagement options

Right-size your support. Fixed monthly or project-based—tailored after discovery.

Foundation

  • Bookkeeping & reconciliations
  • Monthly financial statements
  • HST filing
Request a quote

Fractional CFO

  • Monthly CFO sessions
  • Board-ready reporting
  • Banking & capital support
Request a quote

We’ll tailor scope and cadence after a short discovery.

Your partners

SD

Sechan Devkota, FCCA (UK), MBA

Finance leader with 13+ years across construction, healthcare, and fintech. ERP implementations, internal controls, and strategic planning.

  • Fractional CFO
  • Financial Planning & FP&A
  • Business Transformation
  • Tax Planning
SD

Santosh Lamichhance , CPA, CGA, FCCA(UK)

Principal

Finance & Consulting Leader with over 25 Years of experience in professional practice & advisory

  • Business Consultant
  • Financial Planning & Analysis
  • Business Transformation
  • Tax Planning

Let’s build finance that scales

Tell us about your goals. We’ll reply within one business day.

Or email info@thesynergycpa.ca