(437) 561-6272

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

Get an instant quote
Who we help · SaaS Startups · CFO services

Fractional CFO for startups that live one runway calculation at a time.

Every startup decision, the next hire, the price change, the raise date, is a runway question in costume, and runway is only as good as the numbers underneath it. A fractional CFO gives a seed-stage company investor-grade reporting and a forecast that updates with reality, without adding a full-time executive salary to the burn it is supposed to manage.

Startup founders working in an office

Runway is a model, not a division problem

Cash divided by last month's burn is the version that fails first. A working runway model separates gross burn, what the company spends, from net burn, spend minus collections, layers in offers signed but not yet on payroll, and treats lumpy inflows honestly. Annual-prepaid deals are the classic distortion: twelve months of cash land at once, flatter the current quarter, then leave a renewal cliff exactly one year out.

Two inflows get modelled conservatively on principle. The SR&ED refund arrives after filing and sometimes after review, so it sits in the forecast at a prudent date and never gets spent in advance. HST refunds from zero-rated sales follow the filing cadence, which is itself a lever, since electing monthly filing brings them in faster.

Underneath the monthly model sits a 13-week cash view, because payroll dates, HST timing and annual software renewals all land on specific days, and a quarter of apparent runway can be an illusion of averaging. The weekly view is where a founder learns that the model says eight months but the third week of March says something sharper.

The MRR schedule a board actually reads

Investors do not want an MRR number, they want its movement: new, expansion, contraction and churned MRR, month by month, reconciled to the revenue recognized in the ledger. The reconciliation is the credibility step, because billing systems are optimists that count the signed, the paused and the not-yet-cancelled alike. Cohort retention sits beside the bridge, showing whether the customers acquired a year ago still pay today.

None of this can be built on cash-basis books, which is why our CFO work sits on the monthly close from End-to-End Accounting: deferred revenue handled properly is the raw material, and the MRR bridge is the product. The same discipline stops the quiet inflation of presenting one large annual contract as ARR, as if it were twelve reliable months.

Gross margin sets the ceiling on what growth is worth

A growth rate only means something at a known margin, so cost of revenue stays honest: hosting, third-party API and model usage fees, support staffing, and the per-customer infrastructure creep that shows up when usage grows faster than pricing. When margin drifts, the CFO conversation is concrete rather than motivational: reprice the heaviest tier, cap included usage, restructure the hosting commitment, and re-run runway under each option before the board meets.

Headcount decides the rest, because payroll is the dominant line in almost every startup's burn, which makes the hiring plan the real financial model. Each offer is a permanent change to net burn, and each contractor converted to an employee moves cost, source deductions and, once payroll grows enough, Ontario's Employer Health Tax onto the corporate side. We keep the hiring plan and the forecast in one place, so an offer letter never goes out without its runway consequence attached.

The board question, and the schedule that answers it

Question in the board meetingThe schedule that answers it
How many months can we run?13-week cash forecast rolling into a monthly runway model
Is the growth real?MRR movement bridge plus cohort retention
What is growth costing us?Sales and marketing spend set against new MRR added
Could we survive diligence next quarter?Closed books, the deferred revenue schedule, a cap table agreeing with the ledger
When do we raise?Scenario model: the hiring plan against runway under each case

The point of the table is cadence. Each schedule exists before the meeting, updates monthly, and says the same thing the ledger says, so board time is spent on decisions instead of number archaeology.

Raise preparation is a finance project, not a deck project

Diligence is where fractional CFO work pays for itself: a data room where the model ties to the closed books, SAFEs sitting correctly on the balance sheet, tax filings current, and the deferred revenue balance ready to be explained rather than discovered. Walla Assaf's background in banking and corporate finance shapes this stage, including the question founders skip, whether the next money should be equity at all. An operating line or venture debt sized against the balance sheet is a conversation our Business Financing Advisory runs alongside the Fractional CFO engagement itself.

We work with funded and bootstrapped software companies across Mississauga and the GTA, on a monthly scope quoted in writing after a free 15-minute discovery call.

Common questions

03
When does a startup need a fractional CFO rather than just good books?

When decisions start hanging on the numbers: a raise inside the next year, a hiring plan that outruns cash, a pricing change, or a board that expects real reporting. The books record what happened; the CFO work decides what happens next.

Can we count the SR&ED refund in our runway?

Model it at a conservative date, after filing and a possible review, and never spend it in advance. A refund that arrives early is a pleasant surprise; one that was pre-spent and arrives late is a payroll problem.

What should a monthly investor update include?

Cash, net burn and runway, the MRR movement bridge, gross margin, and the one or two decisions you want input on. Consistency month over month matters more than volume.

Keep exploring

03

Digital & Startups

Every digital and startup niche we work with.

Visit page

SaaS startup accounting

Deferred revenue, Stripe payouts and SAFE money sorted monthly.

Visit page

Creator CFO services

Turning platform payouts into a plannable business.

Visit page

Know the runway before the board asks

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