Strategic Financial Leadership - Scaled to Your Needs
As your business grows, so does the complexity of your financial landscape from managing cash flow and forecasting growth to navigating risk, compliance, and investor relations. But hiring a full-time CFO or Finance Director can be expensive, especially when you only need high-impact financial leadership on a part-time or project basis.
That’s where Unison Direct comes in.
We offer flexible, expert-led Fractional CFO, Virtual CFO, and Fractional Finance Director services tailored for ambitious Canadian businesses. Whether you’re a startup seeking clarity, a scaling SME preparing for investment, or a mature enterprise looking for sharper financial control, we deliver board-level insights, without the full-time commitment.
What We Offer: Virtual CFO, Fractional CFO & Finance Director Services
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Virtual CFO Services
Remote-based, part-time CFO expertise designed for growing businesses that need strategic financial leadership, cash flow forecasting, and real-time reporting – without the cost of a full-time executive. -
Fractional CFO Services
On-demand CFO advisory offered on a flexible retainer or project basis. Ideal for businesses undergoing funding, restructuring, exit planning, or complex transformation projects. -
Fractional Finance Director (FD) Services
Hands-on leadership focused on operational finance, management reporting, compliance, and team oversight. Perfect for Canadian businesses needing mid-to-senior financial management, but not yet ready to hire a full-time FD.
Why Your Business Needs a Fractional or Virtual CFO/FD
A Fractional or Virtual CFO/FD gives you the high-level strategic and operational financial support your business needs to:
Drive Profitability & Financial Performance
Navigate Complexity (M&A, Investment, Restructuring)
Improve Budgeting, Forecasting & Scenario Planning
Strengthen Cash Flow Management & Investor Confidence
Professionalize Internal Controls & Finance Operations
Translate numbers into actionable decision
With Unison Direct, you gain a proactive financial partner who brings experience, industry knowledge, and a practical approach to every engagement.
Why Choose Unison Direct?
We don’t just provide outsourced finance professionals; we embed strategic thinking into your leadership team. Canadian businesses choose our Virtual and Fractional CFO/FD services because we offer:
Executive-Level Strategy & Financial Direction
Real-Time Financial Visibility & Dashboarding
Custom Reporting for Boards, Investors & Lenders
Budgeting, Forecasting & Scenario Modelling
Clear Communication & Proactive Insight
Industry-Specific Knowledge with Scalable Delivery
Cost-Effective Solutions with CAN-Level Standards
Flexible Engagements: Monthly Retainer, Project-Based or Interim
We work as an extension of your leadership team, not just a vendor.
Our CFO/FD Services Include:
Strategic Financial Planning & Advisory
Cash Flow Management & Liquidity Planning
Budgeting & Rolling Forecasts
Scenario Planning & Sensitivity Analysis
KPI Design & Financial Health Dashboards
Investor Decks & Fundraising Strategy
Board Pack Preparation & Stakeholder Liaison
Business Performance Reviews & Risk Management
Financial Modelling for Growth & Exit
Team Leadership & Finance Function Oversight
Audit Preparation & Compliance Assurance
Whether you’re looking for someone to drive funding readiness, stabilize cash flow, or build financial infrastructure, we tailor support around your needs.
What Is a Virtual or Fractional CFO?
A Virtual CFOor Fractional CFO is a part-time, on-demand finance leader who supports your business (or personal financial journey) without being a permanent employee. You get all the expertise – minus the overhead.
At Unison Direct, our outsourced CFO solutions combine strategic insight, day-to-day support, and offshore efficiency to help Canadian clients navigate everything from business scaling to financial forecasting.
Our CFO & FD Services Include:
Virtual CFO Services for Small Business:
Ongoing advisory for financial planning, reporting, cash flow management, and decision support – without hiring a full-time CFO.
Fractional CFO Services for Startups and SMEs:
From burn rate analysis to funding prep, we provide tactical support for Canadian startups growing fast but needing lean operations.
Strategic Financial Planning Support:
Forecasting, budgeting, risk modelling, and scenario analysis – to support long-term decisions and investor alignment.
CFO Services for Small Businesses:
We act as your financial sounding board – helping you improve profitability, manage costs, and stay on top of CRA compliance.
Fractional CFO for Personal Finance:
For high-income individuals, consultants, and business owners, we support personal wealth planning and financial visibility.
CFO Consulting for Personal Finance:
Get clarity across income sources, cash flow, investments, and tax structure – with a private and professional approach.
Finance Director Advisory Services:
Ongoing strategic guidance and board-level insight without hiring an internal FD – ideal for Canadian businesses preparing to scale or exit.
Financial Controller Support Services:
Need someone to manage reporting, reconciliations, and compliance? Our offshore controllers deliver consistent, audit-ready outputs.
We deliver deep domain expertise tailored to your industry’s challenges and metrics:
Construction & Real Estate
Tech & SaaS Startups
Financial Services & Investment Firms
Healthcare & Private Clinics
Retail & E-Commerce
Legal & Professional Services
Media, Advertising & Creative Agencies
Manufacturing & Industrial
Non-Profits & Charities
From managing project-based cash flow in construction to burn-rate forecasting in tech, we bring the right lens to your financial strategy
Strategic, high-impact financial guidance
No one-size-fits-all, fully bespoke support
Onshore expertise with offshore efficiency
Transparent pricing & flexible terms
Consistent reporting & communication cadence
Trusted partner for growth, transformation & scale
Frequently Asked Questions
A virtual CFO works remotely on a part-time or project basis – offering the same level of strategic advice, but without the salary, benefits, or long-term commitment of a full-time CFO.
Yes. We provide CFO consulting for personal finance, helping individuals manage wealth, income variability, investments, and tax planning.
Absolutely. Our fractional CFO for financial forecasting services include multi-scenario planning, cost projections, revenue modelling, and funding prep.
We handle reporting, cash flow analysis, margin planning, financial decision-making, and compliance – customised to your growth phase.
Yes. We tailor all outputs for Canadian financial structures, using appropriate tax, compliance, and market norms in our reporting and strategy.
Book a free consultation. We’ll review your goals and current structure, then recommend a flexible CFO support model – monthly, project-based, or ongoing.
Need Strategic Financial Leadership Without the Full-Time Cost?
Whether you’re preparing for investment, scaling rapidly, or simply need stronger control over your numbers, Unison Direct is ready to support you with Fractional CFO, Virtual CFO, and Finance Director Services that flex as your business evolves.
Let’s align your financial strategy with your growth vision.
Whether you’re preparing for investment, scaling rapidly, or simply need stronger control over your numbers, Unison Direct is ready to support you with Fractional CFO, Virtual CFO, and Finance Director Services that flex as your business evolves.
Let’s align your financial strategy with your growth vision.