Your finances should work for you. Not the other way around.
We bring the financial leadership your business needs — without the overhead of a full-time executive.
All plans include
Cash flow forecasting
Board & investor prep
Fundraising support
KPI Dashboards
M&A / due diligence
Strategic planning
How we work, step by step
You'll always know what's happening, who's working on it, and when it'll be done.
01
Discovery Call
30 minutes. We talk about where you are, where you want to go, and what's getting in the way. No pitch, just an honest conversation.
02
Financial Diagnostic
Under NDA, we review your books, systems, and reporting. You get a clear picture of what's broken and a fixed price before you commit.
03
Engagement Kickoff
We agree on scope and assign your dedicated account manager. One person, coordinating the full team behind the scenes.
04
Ongoing Support
Monthly reporting, cash flow forecasting, and strategic advice. A team that stays ahead of your numbers so you don't have to.
Testimonials
“After hiring OTP, I realized I was flying almost blind all this time: money in the bank - good, no money in the bank - not so good. Now I have a very clear picture of my company's financials, performance metrics and how they stack against competition. Literally an eye opening experience.”
Alex Bourlakov
"We hired OTP to help catch up on billing and get a better grip on aged accounts receivable. They identified unbilled items, issued invoices, and worked directly with our customers to collect. OTP now runs our entire accounting function — and I don't have to think about it anymore."
Ryan Kerr
Questions we hear all the time
Have a question?
Our friendly team is always here to help you with quick, clear, and reliable answers whenever needed.
What’s the difference between a fractional CFO and a controller?
A controller owns the accuracy of your financial data — the close, statements, internal controls. A fractional CFO uses that data to drive strategy: forecasting, capital decisions, exit planning, investor relations. Many clients have both. Some start with controllership and grow into CFO support as the business scales.
Do I need a bookkeeper or controller before hiring a fractional CFO?
How involved is the fractional CFO in my business?
Can you help me prepare for a sale?
Do you work with businesses in both the US and Canada?