Strategic Advisory

Executive Financial Leadership, Without the Full-Time Overhead

Crawford Smith & Swallow offers fractional CFO and/or strategic business advisory services designed for growing organizations that need high-level financial oversight, strategic insight, and decision making support, without the commitment of a full-time executive. Whether you are scaling, restructuring, or preparing for a major transaction, our experienced CPA advisors provide the guidance and clarity you need to lead with confidence.

As your outsourced Financial Strategist and/or CFO, we operate as an extension of your leadership team, offering proactive insight, financial discipline, and results-driven strategy tailored to your unique goals.

What We Provide:

Strategic Financial Oversight

Budgeting, forecasting, and cash flow management;
Long-range financial modelling;
Scenario planning and risk assessment;
Board and investor reporting packages;

Operational Finance Leadership

KPI development and performance dashboards;
Internal financial controls and process improvement;
Policy development (spending, procurement, credit);
Oversight of accounting, payroll, and finance teams;

Growth & Capital Strategy

Business plan refinement and growth strategy;
Support with financing, grants, and investor readiness;
Capital structure review and funding negotiations;
M&A readiness and valuation support;

Owner-Centric Advisory

Salary/dividend mix and compensation planning;
Succession planning and transition support;
Exit readiness and sale preparation;
Integration of business and personal tax strategies;

Why Work With a Fractional CFO?

✅ Strategic Input Without Full-Time Cost
Gain seasoned executive insight for a fraction of the cost of an in-house CFO.

✅ CPA-Backed Credibility & Compliance
As a CPA Ontario-regulated firm, we bring rigour, objectivity, and integrity to every engagement.

✅ Scalable, Flexible Support
Engage us on a recurring, project-based, or transitional basis — you choose what fits.

✅ Clearer Decisions. Better Outcomes.
Our role is to turn financial data into actionable insight, so you can lead with clarity.

Your Finance Partner for the Road Ahead
If you’re ready to elevate your financial strategy, but not ready for a full-time CFO, Crawford Smith & Swallow offers the ideal middle ground. Our fractional CFO services combine deep financial expertise with the adaptability modern business demands.

Let’s Talk and explore how our team can support yours.