Skip to content
Fiscalité Signature Inc.
FR

Specialty III

Accounting strategy

The fractional CFO the SMB deserves: monthly dashboards, cash forecasts, margin and productivity indicators. Not just regulatory accounting — a system that informs decisions.

For whom

Typical engagement profiles.

  • 01

    SMBs in the $1M–$20M revenue range that have outgrown spreadsheets but don't need a full-time CFO.

  • 02

    Leaders who want to steer using monthly financial indicators, not just the annual balance sheet.

  • 03

    Companies preparing a bank financing application that need professional cash-flow projections.

  • 04

    SMB boards of directors that expect formalized quarterly dashboards.

What's included

Six concrete deliverables.

  • Monthly close within 10 days of month-end
  • Customized monthly financial dashboard
  • Rolling 13-week cash-flow forecast
  • Performance indicators per line of business
  • Support for quarterly leadership meetings
  • Bank-financing dossier preparation

Our process

Four steps. No surprises.

  1. 01

    Initial audit

    Assessment of data quality, close processes, and identification of gaps to fill.

  2. 02

    Close

    Implementation of a monthly accounting close within 10 days of month-end.

  3. 03

    Dashboard

    Custom dashboard design — margins, EBIT, working capital, sector-specific indicators for your industry.

  4. 04

    Monthly review

    Monthly meeting with leadership + formalized quarterly dossier for the board of directors.

Sample engagements

Recent files, anonymized.

Details modified to respect professional secrecy. Structures and techniques are representative of real engagements.

  • CASE 01

    Professional-services firm · $6M

    Bills $6M without knowing the effective hourly rate per partner. Engagement: rebuild project-level accounting, produce a per-partner dashboard, flag low-margin files.

  • CASE 02

    Manufacturer · $4M financing request

    Preparing a bank loan application. Engagement: rolling 13-week cash-flow forecast, 3-year financial plan, presentation dossier for the bank.

  • CASE 03

    Family business · 4 non-operating shareholders

    Board demands more visibility into performance. Engagement: formalized quarterly report, sector KPIs, attendance at board meetings.

Other specialties

Set up a dashboard.

Complimentary 30-minute first consultation.

Get in touch