About us
O-M’s founder has over 50 years’ experience both practicing accounting and being the CFO of a high tech software company for 16 of those years. The CFO position culminated in a successful sale of the company
in 2016. He and his team bring the skills needed to O-M so that it can provide the same excellent level
of service to its clients without being its clients’ full-time employees.
50+ Years
Experience in
practicing accounting
16 Years
Experience in being the CFO
of a high tech software company
100%
Concentrated on owner managed
clients throughout the years
Who We Work With
Business
Owners
Owners
with 5 to 100
employees
Start Up Tech
Companies
Companies
where the owner/manager has good technical skills but lacks the financial expertise
Owner-Managed
Businesses
Businesses
where the owner manager runs everything , but cannot focus on financial planning and needs assistance
Bankers /
Lenders
Lenders
who want to assess the viability of their smaller customers
Our Services
A fractional CFO can assist businesses with many distinct or integrated services. The following provides brief descriptions of some of those services.
Why Work With Us
Free
Your Time
Your Time
Managing the finances of a business often takes a large part of a manager’s time which can be utilized in growing the business, satisfying customers or simply increasing its revenues. O-M can take over financial responsibility and allow management to concentrate on their core opportunities
Tap Into
Our Network
Our Network
We have a wide network of providers in all areas of business that we gladly share with our clients
Plan & Implement
for Profit
for Profit
We can work with the financial/business community to proactively plan for profit, not only writing a business plan, but implementing it
Management
Resource
Resource
We become part of your management “team” providing ongoing financial direction and making sure that we stay as close to plan as possible, focusing on the company’s profitability.
Wide Range of
Industries Served
Industries Served
We bring experience in a wide range of industries that we have provided service to throughout our careers in accounting, and as fractional CPO’s.
Reasonable
Fees
Fees
We provide our CFO services as needed on a fractional basis. This means that our clients only pay for the direct time we spend on their businesses.
What People Are Saying
Partner, BDO Canada LLP
Senior Account Manager, RBC