What We Do
We build long-term partnerships with our clients, working on a retainer basis to bring financial guidance and knowledge to your team year-round. We act as your CFO, overseeing the FP&A and Accounting work in your business while leaning in when it matters most to support your goals.
CFO Services
CFO'ingThe support you need when planning the path forward for your team and business, including strategic planning, exploring investments and acquisitions, making major hires, managing your balance sheet, and selecting outside financial partners.
| Financial Strategy
| Investor & Banker Relationships
| Cash & Balance Sheet Management
Financial Planning & Analysis
PlanningEnsuring you have clear insights into where you stand today and where you’re going tomorrow by providing timely, accurate and meaningful reporting. Guidance on the right financial procedures, support team and tech stack as your business grows.
| Reporting
| Analysis & Benchmarking
| Budgeting
Accounting & Tech Stack
The DataUp-leveling the financial data, tech stack and accounting work that underpins your business, including recommendations and oversight of the processes, controls, team and software needed to deliver timely and accurate financials as you grow rapidly.
| Outsourced Accounting
| Cloud Based Software Stack
| AI Integration
“As an agency owner I need clarify into what drives our business and strategy quickly. In a short period, the team at Canterbury CFO has professionalized our accounting and finances. The elevated reporting gives me trust and an incredible lens into our business. The icing on the cake is that they are fun to work with, and I consider Lucas and team a vested partner in what we are building. ”
-Current Client & Founder of California-based Digital Agency