Office of the CFO & Controllership Services

Executive-level expertise, advice, and strategic planning to help navigate the next chapter of your business with confidence.

  • Flexible financial leadership, whether you are navigating staff transitions, filling short-term gaps, or reducing costs.
  • Experienced controllers, finance leaders, and CFO-level advisors.
  • A virtual and hybrid team located across Canada.

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Trusted by over 200 businesses across Canada, and featured in

Top Clutch accounting company, British Columbia, 2024Top Clutch management accountants, Canada, 2024QuickBooks Certified ProAdvisorChartered Professional Accountants

Our Services

Office of the CFO Support

As you embark on your business’s next phase of growth, establishing an efficient accounting system is crucial. Now is the perfect time to tap into specialized professionals who can optimize your financial processes and revenue generation.

Our team of experienced controllers, finance leaders, and CFO-level advisors brings diverse industry backgrounds and flexible financial leadership options to address your specific needs, whether it’s navigating staff transitions, filling short-term gaps, or reducing costs without sacrificing expertise.

And with a virtual and hybrid team located across Canada, you’ll get access to national top talent and experienced CPAs.

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  • Implement controls and accounting policies
  • Keep your financials on track, including managing cash flow and AP/AR and completing budgets
  • Preparation of financial statements, working papers, and Management Discussion & Analysis
  • Act as a liaison with counsel to handle documentation requirements and contractual requirements
  • Preparing due diligence packages for financings, mergers and acquisitions
  • Navigating stock exchange policies

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Any challenges you may be facing with your accounting are completely solvable and undoubtedly, we’ll be able to solve them quickly for you or point you to someone who can.

Discuss solutions with Treewalk’s CEO & Founder, Alex.

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Alex McAulayCEO & FounderCPA, CA

Five out of five

We have come to rely on Treewalk as a member of our team.

They bring professionalism, accountability, and excellent service while providing all the critical aspects of accounting support.

Stephen GoodmanPresident & CFO
Five out of five

Treewalk guided us through a transformational period of our business and has become an irreplaceable partner.

With their help we were able to navigate a time of rapid growth and change, and as our business continues to evolve, we will continue to work with them.

Chris SaundersCEO

Common questions

What is the difference between a controller and a CFO?

Roughly: a controller owns the accuracy and the process, a CFO owns the financial strategy and how the numbers inform decisions. What a business needs changes over time, which is why this is offered as flexible support rather than one fixed role.

Do we have to hire someone full time?

No, and that is the point of the service. You get controller and CFO-level expertise at the level of involvement the business actually needs.

Can you cover a maternity leave or a sudden departure?

Yes. Filling short-term gaps and navigating staff transitions is one of the more common reasons people call, and it is usually urgent when they do.

Do you work with public companies?

Yes, including preparation of financial statements, working papers and Management Discussion & Analysis, and navigating stock exchange policies.

Can you prepare us for a financing or a sale?

Yes, including preparing due diligence packages for financings, mergers and acquisitions, and acting as a liaison with counsel on documentation and contractual requirements.

How quickly can someone start?

It depends on the scope and the seniority needed. The first conversation is free and will give you a realistic timeline rather than an optimistic one.

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Any Questions?

Leave us a message and an advisor will get back to you shortly!

You can also schedule a free consultation with an advisor to explore potential solutions.