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Fractional CFO Services

Escape the mundane day-to-day operations and concentrate your attention on doing the work you love.

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

At IDM, we save our clients on average $20 to $40K when they engage a Fractional CFO.

Fractional CFO Services


Scaling Up
Profit Improvement
Business Financing
Cashflow Problems
Buying/Selling Business


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


I need to get a better handle on our reporting. Because we lacked the tools to calculate work in progress and most of our purchases were incurred in the month they were made, we were unable to identify our actual monthly income. As a result, we would only realize a true profit at the end of the year.

Ensure you are hitting your targets by conducting monthly meetings, and closely monitoring key performance indicators (KPIs), work in progress (WIP), and profit and loss (P&L). A fractional CFO can give you more confidence to lead your team productively by laying down firm boundaries so the team knows how to respond and be prepared for any situation.

I could not afford a full-time CFO but I need “someone” who is skilled for my business to grow. I need someone with the financial experience that could overlook what we were doing and keep us on track so we could focus on building our business.

A fractional CFO can provide valuable insights into the financial side of your business and be the “someone” to proactively discuss and reevaluate the strategic direction you are moving in. Someone who has your interests at heart can listen to your ideas as you sound your way through them. Fractional CFOs can help you be a business owner, not a business operator.

“I've wanted to retire for a long time, but I wasn't sure how to get the business ready to sell and make sure it was in the best condition for potential buyers.”

With our extensive experience, working with a variety of small to medium-sized businesses we are confident we faced almost every imaginable situation that came our way, good and bad. We can help you diversify your product offering by acquiring other businesses and leading you through the exit planning process leading up to the successful sale of the business that will enable you to retire.


What Our Clients Are Saying

Ishali is genuinely interested in your success. Whatever service she provides is done with your personal best interest in mind. She takes the time to have a clear understanding of your needs and caters to them while providing beneficial professional advise. I strongly recommend doing business with Ishali.

- Mitshy Succes

I have been working with IDM since last year and they have been great. Their team is extremely knowledgeable and always responds promptly to any questions I have – which I appreciate since I am not super familiar with the taxation system. It is truly a pleasure to work with them and we will continue to patronize IDM for our accounting needs for years to come.

- Leighton and Veronica Dowling

“I have worked with many accountants over the years and Ishali is by the far the most sincere of them all.  She is honest and gives great advice by setting proper expectations while minimizing tax and risk.  What else could you ask for from an accountant?
I want my accountant to get as close to the line as possible, but not to cross it.  I have paid the price for accountants who have impressed me with sketchy practices.  If you want solid advice and a dedicated accountant that makes you feel like you are the only client they have, IDM is the place for you.”

- Raffi Oshagan
Garo Software Development Company

Being a dual citizen with multiple corporations in USA and Canada, I was anxious about double taxation even though there are tax treaties. Ishali and everyone at IDM team has provided me with the white glove service responding to every anxious email from me and gone above and beyond to ensure that i do not pay a single dollar more than i have to. Last year, with all the tax planning strategies, they were able to save me $75,000 in tax.

- Mike Bridges


Get ready to move your business forward, strategically. Book a consultation with one of our advisors, now.