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A multi-entity organization in Peel Region is seeking an experienced CPA or Accounting Firm for a Fractional CFO role. The position is part-time and strategic, requiring expertise in multi-company compliance and financial planning. Responsibilities include T2 tax filing, bookkeeping, and providing high-level financial guidance. A partner with proven expertise is required to adhere to on-premise mandates for core compliance work.
Company:
Location:
Contract Type: Fractional / Contractual
Status: High-Priority Hire
A rapidly expanding multi-entity organization (a group of 4 companies) is seeking an experienced CPA or Accounting Firm for a part-time, senior financial partnership. We require an expert in multi-company compliance and strategic financial planning to act as our Accountant and eventually our Fractional Chief Financial Officer (CFO).
IMPORTANT: This is NOT a full-time position. We seek high-level expertise on a limited, strategic scope (as detailed in Phase 2).
Phase 1: Compliance & Core Accounting Management (ON-PREMISE MANDATE)
ALL bookkeeping and T2 filing work listed below MUST be completed on-premise at our office location. Quote your fees separately for this required compliance workload.
Corporate Tax Filing (T2): T2 Tax Filing for 4 Companies
Preparation and electronic filing of all four T2 Corporate Income Tax Returns. Must manage intercompany transactions and full compliance for the entire company group.
Full-cycle monthly bookkeeping, including reconciliation of bank/credit card accounts, general ledger maintenance, and all related activities completed on-site.
Full-cycle year-end bookkeeping and preparation of all necessary financial documentation for filing, completed on-site.
Phase 2: Strategic Financial Planning (Fractional CFO Advisory)
This is a high-impact, strategic advisory role. This work can be completed remotely, with in-person management discussions/presentations.
Estimated Time Commitment for Strategic Services: 60–80 hours per year.
Fractional CFO Leadership: Act as a fractional CFO to provide high-level, strategic financial guidance to the executive team.
Proactive Strategy: Bring up any potential tax planning, continuity planning, and corporate structuring opportunities proactively.
Long-Term Financial Management: Assist in overall financial management to achieve the company's long-term goals.
Tax Review & Optimization: Review potential tax planning strategies across all 4 companies for legal optimization and structuring benefits.
Budgeting & Forecasting: Monthly/Quarterly development of budgets and financial forecasts; oversight of financial reporting and analysis (including industry-relevant KPIs).
Cash Flow & Funding Strategy: Comprehensive cash flow planning; identify, review and advise on funding opportunities (grants, loans, etc.).
Growth Strategy: Assist in identifying and evaluating high-impact initiatives, including potential acquisitions or business expansions.
Advisory Services: Consulting and providing timely advice regarding complex accounting, taxation, business continuity and estate planning matters as needed.
We require a partner with proven expertise in multi-entity accounting and strategic finance who can adhere to the on-premise mandate for core compliance work.
Submit your proposal detailing your relevant experience, approach, and please provide separate fee quotes for Phase 1 (On-Premise Compliance) and Phase 2 (Fractional CFO Advisory).
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.