Fractional CFO Services

At Limestone Partners, we understand that managing the financial complexities of your business can be overwhelming. Whether you’re a small or mid-sized business owner, navigating cash flow challenges, scaling operations, or planning for long-term growth requires strategic financial expertise.

That’s where our Fractional CFO Services come in.

We provide tailored solutions to help you achieve financial clarity, improve profitability, and position your business for sustainable success—all without the cost of hiring a full-time CFO.

Why Limestone’s Fractional CFO?

Our team of seasoned financial executives brings decades of experience across industries to deliver actionable insights and strategies that empower your business. By partnering with us, you gain access to:

  • Expert Financial Leadership: Our Fractional CFOs have extensive experience working as C-level executives and entrepreneurs. They bring hands-on knowledge to guide your business through complex financial decisions.

  • Customized Solutions: Every business is unique. We tailor our services to meet your specific needs, whether it’s improving cash flow management, creating forward-looking budgets, or preparing for an exit strategy.

  • Cost-Effective Partnership: Hiring a full-time CFO can be expensive for small and mid-sized businesses. With Limestone Partners’ fractional model, you get top-tier expertise on flexible terms that fit your budget.

Our Team includes experts in:

  • Financial Controllership

  • Investments, Lending and Capital Raising

  • Risk Management

  • Relationship Management to Councils, Boards and Management Teams

  • Reporting to External Agencies

Our Fractional CFO services are ideal for small-to-mid-sized businesses, rural municipalities, health service providers, and Indigenous organizations across various industries looking for:

  • Cost Efficiency: Access high-level CFO expertise at a fraction of the cost of hiring a full-time executive.

  • Flexibility: Scale our involvement up or down based on your evolving business needs.

  • Experience: Benefit from decades of combined experience across industries including technology, healthcare, retail, manufacturing, and more.

  • Tailored Solutions: Every business is unique; we customize our approach based on your specific goals and challenges.

  • Proven Results: From startups securing funding rounds to established companies optimizing profitability, our track record speaks volumes about our impact.

Whether you’re struggling with day-to-day decision-making or need help charting a path toward long-term success, Limestone Partners is here to guide you every step of the way.

More Services than a Traditional CFO can do on their own…

We offer a comprehensive suite of services designed to address the most pressing financial challenges faced by businesses today:

Strategic Financial Planning

We help businesses set clear financial goals and develop actionable strategies to achieve them. Our services include:

  • Long-term financial planning aligned with your business objectives.

  • Development of growth strategies based on market trends and internal capabilities.

  • Scenario analysis to prepare for potential challenges and opportunities.

  • Contract Analysis and Management.

  • Cost-Savings & Revenue Opportunity Analysis.

Budgeting and Forecasting

Accurate budgeting and forecasting are critical for maintaining financial health. We provide:

  • Creation of detailed budgets that align with your operational needs.

  • Revenue forecasting to anticipate future income streams.

  • Expense management strategies to optimize cash flow.

Cash Flow Management

Maintaining healthy cash flow is essential for day-to-day operations. Our experts ensure:

  • Monitoring and optimizing cash inflows and outflows.

  • Implementation of systems to improve liquidity management.

  • Identification of cost-saving opportunities without compromising quality.

Financial Reporting and Analysis

Gain valuable insights into your company’s performance with our comprehensive reporting services:

  • Preparation of accurate, timely financial reports for stakeholders.

  • Analysis of key performance indicators (KPIs) to measure progress.

  • Recommendations based on data-driven insights for better decision-making.

We are proud to have experts in Health Service Provider [HSP] (Ontario Health, MOH), Indigenous (ISC), Education (MCTU) and Literacy Centre (MSTD) reporting.

Fundraising Support

Whether you’re seeking venture capital or preparing for an IPO, we guide you through the fundraising process:

  • Assistance in developing compelling investor presentations.

  • Financial modeling to demonstrate growth potential.

  • Support during negotiations with investors or lenders.

Risk Management

Protect your organization from unforeseen challenges by identifying and mitigating risks:

  • Assessment of financial vulnerabilities within your operations.

  • Development of contingency plans for risk mitigation.

  • Guidance on compliance with regulatory requirements.

Systems Evaluation & Implementation

Streamline your financial processes with modern tools and systems:

  • Evaluation of existing accounting software and processes.

  • Recommendations for technology upgrades tailored to your needs.

  • Implementation support for new systems ensuring minimal disruption.

Mentoring & Team Development

We don’t just manage finances; we build stronger teams:

  • Mentorship programs for in-house finance staff to enhance their skills.

  • Leadership training focused on fostering collaboration within teams.

  • Assistance in recruiting top-tier talent for key financial roles.


Book a free 30-minute Growth Session

At Limestone Partners, we embed ourselves within your leadership team on a fractional basis—typically one or two days per week—to provide ongoing support and guidance. Here’s how we work with you:

  1. Initial Assessment: We start by conducting a deep dive into your current financials, identifying gaps and opportunities.

  2. Strategic Roadmap Development: Based on our findings, we create a customized roadmap outlining actionable steps toward achieving your goals.

  3. Ongoing Support: Through regular check-ins and updates, we ensure progress is being made while adapting strategies as needed.

  4. Results Tracking: Using KPIs tailored to your business, we measure success and refine processes for continuous improvement.