Fractional financial controller
Fractional financial controller for Quebec businesses.
Understand your results, anticipate cash flow and prepare decisions with a part-time financial partner — without hiring a full-time controller.
Free · No obligation · Online
Our core offering
Financial Management: your monthly financial review.
Starting at $650/month, before taxes. Indicative range: $650 to $1,100/month, depending on volume and complexity. Financial Management is added to Numérix Essentials ($395/month) or to the books kept by your team.
An annual budget to stay on course
Documented objectives and assumptions, followed by a monthly comparison with actual results.
A view of your cash flow
Expected inflows and outflows, deadlines and needs to anticipate.
Useful indicators
A few measures tailored to your activity: margins, sales, cash or receivables.
A monthly report with commentary
A review of results and budget variances, highlighting meaningful changes and points to validate.
Practical recommendations
Actions to consider, data to improve and priorities for the next review.
A monthly Teams meeting
Time to understand results, discuss recommendations and agree on priorities.
The proposal specifies the accounts and entities covered, selected indicators, cash flow horizon, meeting duration and data submission schedule. The annual budget and its initial setup are planned within the engagement.
What does the review look like?
Understand a report, then prepare a decision.
Selected deliverables may combine a summary of results, budget variances, a cash flow forecast and discussion points.
Each meeting connects the numbers to your reality: prices, costs, payment terms, capacity or investments.
Strategic Direction · Starting at $1,650/month
Your outsourced finance function.
Strategic Direction includes everything in Financial Management and explores decisions that commit your business in greater depth. Indicative range: $1,650 to $2,750/month and up, before taxes. Like Financial Management, it is added to Essentials or to the books kept by your team.
- Rolling forecasts, updated as your activity changes.
- 12- to 13-week cash flow projections.
- Margin and profitability analysis by activity or project.
- Financial scenarios and preparation of financing applications.
- Priority decision support and process improvement.
Hire, invest or prepare for financing.
Compare your options using documented assumptions and prepare discussions with a lender or your professionals.
Update frequency, covered projects, meetings and priority support terms are defined in the proposal.
Resources for business owners
Explore the questions that come up most often.
Practical guides to connect your financial statements, cash and indicators to your business decisions.
Forecast your cash needs
Learn how to build a simple forecast and anticipate tighter periods.
Track the right indicators
Identify the financial KPIs that are truly useful for a business owner.
Move from bookkeeping to financial management
Understand when bookkeeping alone is no longer enough to prepare decisions.
Before getting started.
How does a fractional controller differ from my CPA?
Numérix structures internal financial information, budgets and decision follow-up. Your CPA retains the engagements you assign to them. Communication can be coordinated with your agreement.
Does my bookkeeping need to be up to date?
Yes, financial management relies on reliable data. If catch-up work is needed, we quote it separately before setting the analysis schedule.
How often will we meet?
Financial Management includes a monthly Teams meeting. Strategic Direction incorporates this review and adds more sustained support according to the engagement. Durations, additional meetings and document submission deadlines are specified in the proposal.
Can I start with a budget or an analysis?
Yes. A one-time engagement may be proposed, such as a turnkey annual budget or a 13-week cash flow forecast. Financial control is billed at $110/hour; complex strategic projects start at $140/hour, based on a rate agreed in advance. See one-time projects.
What each plan includes.
Financial Management — From $650/month
- Monthly data consistency checks and clarification requests to the person responsible for bookkeeping.
- One annual 12-month budget using a standard model and your approved assumptions; monthly budget-to-actual comparison.
- Monthly cash flow forecast covering six months, updated every month.
- Dashboard with three to five indicators and overall profitability analysis.
- Monthly commentary report, one 45-minute Teams meeting and follow-up on three priority actions.
- Follow-up questions by email: up to 30 minutes per month.
Bookkeeping and corrections are excluded and handled by Essentials or your team. No mandatory Bookkeeping Check-In add-on. Weekly cash flow, detailed costing, complex scenarios and financing are quoted separately.
Strategic Direction — From $1,650/month
- Everything in Financial Management, plus rolling 12-month financial forecasts updated quarterly.
- 13-week cash flow forecast updated twice per month.
- Expanded dashboard with six to ten indicators.
- Monthly margin analysis by one agreed dimension, where data permits.
- One simple scenario per quarter: hiring, investment, pricing or financing.
- Two 45-minute Teams meetings per month, replacing the Financial Management meeting.
- Priority decision support: up to one hour of ad hoc work per month, including coordination with your CPA or lender.
- Quarterly recommendations to improve financial processes.
Bookkeeping, complete financing applications, implementation, BI development and custom automation are excluded and quoted separately. Strategic Direction includes Financial Management in its price.
2026-2027 launch pricing in Canadian dollars, before taxes. Scope, volumes, deadlines and responsibilities are confirmed in the proposal. Payroll, licences, catch-up work and implementation are extra. Corporate income tax returns and CPA engagements are excluded.
Only need regular checks of books your team already maintains? Explore Bookkeeping Check-In (Suivi) — Starting at $195/month.
Let’s discuss your next decision.
Let’s discuss your priorities and the level of support that suits your business.
Free initial conversation · No obligation