Case Study: Echo Tech Solutions

Fractional CFO Services

A startup with big expansion goals needs strategic financial insights to attract potential investors – without the expense of hiring a full-time CFO.

The Background Story

The Client: Echo Tech Solutions

As the company scaled, its financial operations became more complex, requiring strategic financial guidance to navigate challenges and seize opportunities. Seeking expertise without the cost of a full-time CFO, Echo Tech Solutions struggled to analyze financial performance, cash flow, and key metrics, hindering their ability to make informed business decisions.

The company needed a comprehensive financial strategy that aligned with their growth objectives while ensuring sustainable growth objectives while ensuring sustainable profitability. As they sought external funding, the company needed to present clear financial insights to potential investors.

Fractional CFO Services

Fractional CFO Services
Fractional CFO Services

The case of Echo Tech Solutions exemplifies the transformative impact of IDM Chartered Professional Accountant’s Fractional CFO services. By offering a flexible and cost-effective solution, IDM enabled their client to access top-tier financial expertise without the commitment of a full-time CFO.

The partnership resulted in improved financial strategy, enhanced decision-making and strengthened investor relations.


We aim to help business owners get their life back by consistently delivering the numbers that really matter.


What Our Clients Are Saying

IDM is the best team of accountants I have ever worked with. They always made sure that our business was in good financial health, and always came up with new ideas for our business and we were growing at a rapid pace because of IDM. They took away the pain of dealing with taxes and other financial matters that I can’t even understand. Ishali and her team always keeps me informed about what they do and why did they do it this way or that way. I am extremely grateful for IDM’s advice and looking forward to another 10 years working together.

- Bayley Franks

Ishali, is a true professional who always gives her best and delivers beyond expectations. I have no hesitation in saying that if ever I have the needs to use her services, it would be a real pleasure to work with her..

- Raj Patel