(437) 561-6272

CPA Quick Support — a licensed CPA on call from $99/month.

Get an instant quote
Who we help · IT Consultants · CFO services

CFO services for consultants who sell a finite number of days.

A one-person consultancy sells a strictly limited inventory: your billable days. Our Fractional CFO work prices those days from arithmetic instead of habit, plans cash around the certainty that some months will not bill, and builds the numbers behind the two decisions that change everything, the first hire and the eventual sale.

IT consultants collaborating over code

Day-rate math starts with real days, not the calendar

A year holds about 250 weekdays. Subtract vacation and statutory holidays, sick days, the proposals and calls that keep the pipeline alive, invoicing and administration, certification renewals, and the gaps between contracts, and a genuinely busy consultant bills far fewer days than the calendar implies. Pricing forward from a market rate hides that; pricing backward exposes it. Take what the corporation must gross, your pay, its costs and the profit you intend to retain, then divide by the days you honestly expect to bill: a consultant who needs $200,000 through the corporation across 160 billed days needs $1,250 a day, not the $800 that felt competitive.

That floor is the first number we build in a Fractional CFO engagement, and we rebuild it annually because the denominator moves. For a solo shop, utilization means days on contract versus days on the bench, and between raising the rate and raising utilization, the rate is the only lever that does not consume more of your life.

Bench time is a cash problem before it is a tax problem

Contracts end abruptly and renewals slip, so the gap gets planned while the contract is still running. Personal pay is fixed at a level the corporation can sustain through your historical gap, not at whatever the good months allow. HST collected and corporate instalments sit segregated, so a bench month never collides with a remittance. Runway is measured in months of that fixed pay covered by corporate cash plus receivables, and we re-read it as each contract enters its final weeks.

When a gap stretches into a low-income year, the tax response, cheap dividends and instalment resets, is mapped on our tax planning page. The CFO job is different: making sure the cash exists to wait out the bench instead of grabbing the next underpriced contract in a panic.

Retainer, project or day rate: every pricing model is a risk model

Consultants rarely choose a pricing model; they inherit whatever the first client offered. Each model puts scope risk, cash timing and enterprise value in a different place, and a healthy consultancy usually runs a deliberate mix:

ModelCash patternWho carries scope riskWorth to a buyer
Day rate, time and materialsLumpy, follows the contractThe clientLittle; it walks out with you
Fixed-price projectDeposit plus milestonesYou; overruns eat the marginSome, if delivery is documented
Monthly retainerSmooth and predictableShared; scope must be writtenReal, if contracts survive you
Managed services, supportRecurring, contractedYou; price the incident loadThe revenue buyers actually price

The retainer warning deserves its own sentence: an underscoped retainer rots into unlimited support at a fixed price. Retainers need defined capacity, response tiers and an annual reprice, or they quietly become the worst day rate you have ever worked for.

The first hire changes what you sell

Subcontract before you hire. A subcontractor tests whether demand is repeatable without adding payroll that keeps running through bench months, your margin becomes the spread between the bill rate and the sub's rate, and unincorporated subs need T4A slips, a discipline worth starting on the first invoice rather than the twentieth. Hire once the spread is proven and the pipeline covers a salary through your average gap, because an employee costs money on the bench but compounds capability in a way a sub never will.

Either way the identity of the business shifts: you stop selling your own labour and start selling a margin on other people's. We model that margin, the loaded cost of the hire against the realistic billable days you can sell for them, before the offer letter goes out, not after.

Build something a buyer can price

Most one-person consultancies sell for approximately nothing, because the only asset walks out the door with the founder. Buyers who pay real money pay for contracted recurring revenue, delivery that is documented rather than remembered, a client list where no single name dominates, and people or subcontractors who stay after you leave. None of those appear in the final year; they take years to build, which is why exit design starts while a sale is still hypothetical.

The tax prize rewards the discipline: if the shares qualify at sale, the lifetime capital gains exemption can shelter up to $1.25 million of gain, and qualifying depends on the corporation staying clean of surplus passive assets in the years beforehand, work that runs through Tax Planning & Advisory long before a buyer appears. For consultants across Mississauga and the GTA the engagement itself stays simple: a monthly rhythm of numbers and one working session, with scope quoted in writing after a free 15-minute discovery call and flexed to your contract cycle.

Common questions

03
How should I set my day rate?

Backward from what the corporation must gross, divided by the days you will honestly bill after vacations, sales time and bench gaps. The market rate is a ceiling check, not the starting point, and the number deserves an annual rebuild because the denominator moves every year.

How much cash should the corporation hold for bench time?

Enough months of your fixed personal pay to cover your realistic gap between contracts, with HST and instalment money kept separate on top. We size it from your own contract history rather than a universal rule of thumb.

Should my first capacity move be a subcontractor or an employee?

Usually a subcontractor: it proves the demand is repeatable and the margin spread is real without payroll that runs through bench months. Hire once the spread is proven and the pipeline covers a salary through your average gap.

Keep exploring

03

Professional Services

Every professional services niche we work with.

Visit page

IT consultant accounting

The monthly books behind the metrics, kept deliberately light.

Visit page

Agency CFO services

Capacity, client concentration and retainer economics for agencies.

Visit page

Price the days, plan the gaps

A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.

CPA Ontario
Client stories

Rated 5.0 on Google.

Instant quoteGet pricing in 2 minutes Call us(437) 561-6272