Premier Virtual CFO & FP&A Platform Serving Venture-Backed Growth Companies

This full-service finance and accounting firm is a technology-forward virtual CFO platform specializing in high-level CFO and FP&A solutions for fast-growing, venture-backed, and scaling companies. Operating on 100% value-based pricing delivered through a recurring subscription framework, the majority of engagements generate predictable Monthly Recurring Revenue (MRR). Premium pricing is supported by specialized expertise in venture-backed companies, demonstrated client outcomes, and high-touch CFO-level relationships with each carefully selected client.

The firm serves early-growth and growth-stage companies through critical financial inflection points including debt and equity financing, rapid scaling, M&A transactions, and exits. Supported by a seasoned leadership team and senior-level professionals, many with Big 4 backgrounds, the platform is positioned for continued expansion. Over the past 24 months, the owners have implemented a disciplined strategy focused on operational efficiency and cash flow improvement, increasing cash flow by over 30% through technology investments, improved staffing leverage, and optimized client selection.

With over 20 virtual staff members operating efficiently with minimal owner oversight, the firm is built on comprehensive tech infrastructure that enables scalable service delivery and consistent client experience. The team is predominantly based in Canada with select international members, creating diverse capabilities and time zone coverage. Each client receives dedicated support from both a CPA and controller, ensuring comprehensive coverage and relationship continuity.

The ideal buyer is an operationally sophisticated leader with demonstrated success scaling advisory-driven organizations and executing strategic growth initiatives. The firm’s systems, infrastructure, and immediate scalability favor a buyer with strong CFO or executive-level financial leadership experience who has previously managed growth platforms or acquisitions.

This opportunity is well-suited for an entrepreneurial operator seeking rapid expansion through additional practice acquisitions, a private equity group pursuing a tech-forward platform investment, or a strategic investor with experience in professional services. The combination of high-quality venture-backed clients, refined processes, deeply skilled team, and modern cloud-based infrastructure represents a rare platform acquisition opportunity in the CFO advisory space.

Virtual firm based in British Columbia