Fractional CFO Support
Problem: When leadership is still making major decisions without a clear financial picture.
Outcome: You get current reporting, analysis, and CFO-level decision support tied to the business.
Ottawa-based advisory firm
Fractional CFO and Business Consulting in Ottawa
Robert Thomas Group helps Ottawa service businesses build reliable reporting, rolling forecasts, and CFO-level decision support, then strengthen the operating structure needed to follow through.
Ottawa-based advisory for owner-led businesses that need stronger financial and operating structure.
Owner lead businesses looking to scale
Reporting, forecasting, and CFO-level decision support
Operational structure that supports execution
Clearer decisions for owners and leadership teams
Who This Is For
Owner-led businesses
Growth that has outrun structure
Teams that need clearer reporting
Owners who want less day-to-day dependence
What We Do
We lead with reporting, forecasts, and decision support, then put the operating structure around the business so leadership can execute with more clarity.
Without clear reporting and planning, there is no visibility. The business becomes reactive and owner-dependent.
Where to Go Next
Who This Is For
Who This Is For
This work is designed for businesses that have grown, but the structure has not kept up.
- The owner is still involved in most decisions
- Financial reporting is late, unclear, or not used
- There is no consistent planning or forecasting
- Roles and accountability are not clearly defined
- The business is growing but feels harder to manage
What We Do
What We Do
The homepage stays high-level. Each area below links to the deeper page already built for it.
View Fractional CFO page
Reporting and Monthly Packages
Problem: When month-end closes, but the reporting still does not explain what changed.
Outcome: You get a repeatable monthly package built for review, not just compliance.
Rolling Forecasts and Cash Visibility
Problem: When cash, staffing, and growth decisions keep staying reactive.
Outcome: You get a forward-looking view of cash, capacity, and the next issues to address.
Operational Structure and Accountability
Problem: When ownership is informal and too much still routes back through the owner.
Outcome: You get clearer role ownership, meeting rhythm, and operating discipline.
How We Work
How We Work
Four steps: assess the business, clean up what is unreliable, build the structure, and implement it with the team.
1
Assess
Review financials, reporting, roles, and cash before recommending anything.
2
Clean Up
Fix what is late, unclear, or unreliable so the foundation can support decisions.
3
Build
Put reporting, forecasts, role clarity, and operating rhythm in place.
4
Implement
Work alongside the team until the structure is being used consistently.
System Preview
What a Structured Business Looks Like
This is the system in brief: the reporting, review rhythm, and ownership structure that help a growing business run with more control.
- Monthly financial reporting that arrives on a consistent schedule
- Budget vs actual review tied to decisions and follow-through
- Rolling cash forecast with a current forward view
- Clear role ownership across core functions
- Weekly leadership meeting with a set agenda
- Planning rhythm that keeps priorities visible
Management Scorecard
Weekly numbers leadership should actually review.
- A short weekly view of the numbers leadership should review together
- Targets, trends, and exceptions that are easy to spot
- A tighter link between reporting and decision-making
Accountability Chart
Role clarity that supports faster decisions.
- Clear ownership of core functions and decisions
- Less dependence on the owner as the default answer
- A stronger handoff between leadership roles
Selected Results
Selected Results
Short outcome snapshots of what better reporting, planning, and structure can change.
- Rebuilt reporting and budget-to-actual review so growth became easier to manage.
- Put forecasting and cash visibility in place so decisions were less reactive.
- Clarified role ownership and operating rhythm so leadership could follow through consistently.
Final CTA
Ready to Put Structure Behind Growth?
If your business is growing but reporting, planning, and accountability have not kept up, let's talk.