Financial Strategy & Planning for E-Commerce & Saas Businesses
Financial Strategy & Planning for E-Commerce & Saas Businesses
Financial Strategy & Planning for E-Commerce & Saas Businesses
Financial Strategy & Planning for E-Commerce & Saas Businesses
4.8/5
4.8/5
4.8/5
4.8/5
Over 150 happy
clients around Canada
Over 150 happy
clients around Canada
Over 150 happy
clients around
Canada
Over 150 happy
clients around Canada
Why is Financial Strategy & Planning important for E-Commerce & Saas Businesses ?
Why is Financial Strategy & Planning important for E-Commerce & Saas Businesses ?
Why is Financial Strategy & Planning important for E-Commerce & Saas Businesses ?
When your business is scaling, every decision has financial consequences.
Without a clear financial strategy, you risk overspending, missing growth opportunities or running into cash flow problems.
As your Fractional CFO, we provide expert financial strategy & planning to help ambitious e-commerce brands & Saas companies like you make smarter data driven decisions
When your business is scaling, every decision has financial consequences.
Without a clear financial strategy, you risk overspending, missing growth opportunities or running into cash flow problems.
As your Fractional CFO, we provide expert financial strategy & planning to help ambitious e-commerce brands & Saas companies like you make smarter data driven decisions
When your business is scaling, every decision has financial consequences.
Without a clear financial strategy, you risk overspending, missing growth opportunities or running into cash flow problems.
As your Fractional CFO, we provide expert financial strategy & planning to help ambitious e-commerce brands & Saas companies like you make smarter data driven decisions
When your business is scaling, every decision has financial consequences.
Without a clear financial strategy, you risk overspending, missing growth opportunities or running into cash flow problems.
As your Fractional CFO, we provide expert financial strategy & planning to help ambitious e-commerce brands & Saas companies like you make smarter data driven decisions
Book your free
consultation
Book your free
consultation
Book your free
consultation
Book your free
consultation
Our Financial Strategy & Planning Process
Our Financial Strategy & Planning Process
Our Financial Strategy & Planning Process
01
01
01
01
Business Analysis & Goal Setting
Business Analysis & Goal Setting
Business Analysis & Goal Setting
Business Analysis & Goal Setting
We take a deep dive into your company's financial health.
This involves analyzing revenue streams, expenses, cash flow & operational challenges.
After that, we will help you set realistic goals that align with your company's vision.
We take a deep dive into your company's financial health.
This involves analyzing revenue streams, expenses, cash flow & operational challenges.
After that, we will help you set realistic goals that align with your company's vision.
We take a deep dive into your company's financial health.
This involves analyzing revenue streams, expenses, cash flow & operational challenges.
After that, we will help you set realistic goals that align with your company's vision.
We take a deep dive into your company's financial health.
This involves analyzing revenue streams, expenses, cash flow & operational challenges.
After that, we will help you set realistic goals that align with your company's vision.
Strategic Financial Roadmap
Strategic Financial Roadmap
Strategic Financial Roadmap
Strategic Financial Roadmap
Once your goals are defined, we will create a strategic roadmap, outlining how your business will reach its financial goals.
This roadmap will outline specific milestones such as cost optimizations, revenue targets & funding requirements.
Once your goals are defined, we will create a strategic roadmap, outlining how your business will reach its financial goals.
This roadmap will outline specific milestones such as cost optimizations, revenue targets & funding requirements.
Once your goals are defined, we will create a strategic roadmap, outlining how your business will reach its financial goals.
This roadmap will outline specific milestones such as cost optimizations, revenue targets & funding requirements.
Once your goals are defined, we will create a strategic roadmap, outlining how your business will reach its financial goals.
This roadmap will outline specific milestones such as cost optimizations, revenue targets & funding requirements.
02
02
02
02
03
03
03
03
Scenario Planning & Risk Management
Scenario Planning & Risk Management
Scenario Planning & Risk Management
Scenario Planning & Risk Management
We plan ahead for all kinds of scenarios, so that your business can adapt to market changes without compromising stability & losing momentum.
We plan ahead for all kinds of scenarios, so that your business can adapt to market changes without compromising stability & losing momentum.
We plan ahead for all kinds of scenarios, so that your business can adapt to market changes without compromising stability & losing momentum.
We plan ahead for all kinds of scenarios, so that your business can adapt to market changes without compromising stability & losing momentum.
Budget Development & Alignment
Budget Development & Alignment
Budget Development & Alignment
Budget Development & Alignment
We help you develop a detailed budget that reflects your company's priorities.
This budget will focus more on allocating resources to the areas that matter most.
Aligning your budget with your company's goals, ensures that every dollar spent works towards your success.
We help you develop a detailed budget that reflects your company's priorities.
This budget will focus more on allocating resources to the areas that matter most.
Aligning your budget with your company's goals, ensures that every dollar spent works towards your success.
We help you develop a detailed budget that reflects your company's priorities.
This budget will focus more on allocating resources to the areas that matter most.
Aligning your budget with your company's goals, ensures that every dollar spent works towards your success.
We help you develop a detailed budget that reflects your company's priorities.
This budget will focus more on allocating resources to the areas that matter most.
Aligning your budget with your company's goals, ensures that every dollar spent works towards your success.
04
04
04
04
05
05
05
05
Continuous Monitoring & Adjustments
Continuous Monitoring & Adjustments
Continuous Monitoring & Adjustments
Continuous Monitoring & Adjustments
Continuous monitoring ensures that your financial plan is aligned with your company's goals as your company grows.
This involves reviewing important KPI's, cash flow statements & budget variance reports, in order to anticipate changes and take the necessary actions to keep you on track.
Continuous monitoring ensures that your financial plan is aligned with your company's goals as your company grows.
This involves reviewing important KPI's, cash flow statements & budget variance reports, in order to anticipate changes and take the necessary actions to keep you on track.
Continuous monitoring ensures that your financial plan is aligned with your company's goals as your company grows.
This involves reviewing important KPI's, cash flow statements & budget variance reports, in order to anticipate changes and take the necessary actions to keep you on track.
Continuous monitoring ensures that your financial plan is aligned with your company's goals as your company grows.
This involves reviewing important KPI's, cash flow statements & budget variance reports, in order to anticipate changes and take the necessary actions to keep you on track.
Benefits of having a CFO help you with financial strategy & planning
Benefits of having a CFO help you with financial strategy & planning
Benefits of having a CFO help you with financial strategy & planning
Clarity in decision making
Clarity in decision making
Clarity in decision making
Clarity in decision making
Know exactly where your business stands financially & where its headed.
Know exactly where your business stands financially & where its headed.
Know exactly where your business stands financially & where its headed.
Know exactly where your business stands financially & where its headed.
Improved Profitability
Improved Profitability
Improved Profitability
Improved Profitability
Identify inefficiencies & focus on high return opportunities.
Identify inefficiencies & focus on high return opportunities.
Identify inefficiencies & focus on high return opportunities.
Identify inefficiencies & focus on high return opportunities.
Reduced financial risk
Reduced financial risk
Reduced financial risk
Reduced financial risk
Anticipate challenges before they impact your business
Anticipate challenges before they impact your business
Anticipate challenges before they impact your business
Anticipate challenges before they impact your business
Scalable Growth
Scalable Growth
Scalable Growth
Scalable Growth
Expand without running into cash flow or capital issues.
Expand without running into cash flow or capital issues.
Expand without running into cash flow or capital issues.
Expand without running into cash flow or capital issues.
Why Choose Us ?
Why Choose Us ?
Why Choose Us ?
10 Years of Experience
Over a decade of experience successfully guiding SAAS & E-Commerce brands with our proven CFO strategies
Data Driven Approach
Every recommendation is backed by real numbers, so you can make smart business decisions.
Personalized Service
No cookie cutter solutions. We craft financial strategies around your unique goals.
Reliable
Fast
Accountable
Systems that Save Time
From automatic reporting dashboards to streamlined bookkeeping, we create systems that give you accurate financials in just a few hours.
10 Years of CFO experience
Over a decade of experience guiding companies through challenges with our proven CFO strategies
Data Driven Approach
Every recommendation is backed by real numbers, so you can make smart business decisions.
Personalized Service
No cookie cutter solutions. We craft financial strategies around your unique goals.
Accountable
Reliable
Fast
Systems that Save Time
From automatic reporting dashboards to streamlined bookkeeping, we create systems that give you accurate financials in just a few hours.
10 Years of Experience
Over a decade of experience successfully guiding SAAS & E-Commerce brands with our proven CFO strategies
Data Driven Approach
Every recommendation is backed by real numbers, so you can make smart business decisions.
Personalized Service
No cookie cutter solutions. We craft financial strategies around your unique goals.
Reliable
Fast
Accountable
Systems that Save Time
From automatic reporting dashboards to streamlined bookkeeping, we create systems that give you accurate financials in just a few hours.
10 Years of CFO experience
Over a decade of experience guiding companies through challenges with our proven CFO strategies
Data Driven Approach
Every recommendation is backed by real numbers, so you can make smart business decisions.
Personalized Service
No cookie cutter solutions. We craft financial strategies around your unique goals.
Accountable
Reliable
Fast
Systems that Save Time
From automatic reporting dashboards to streamlined bookkeeping, we create systems that give you accurate financials in just a few hours.
What clients are saying about us.
Testimonials
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John's financial insight is worth more than we pay him.
He's helped us make smarter & faster decisions.David L.
Saas Founder
We were bleeding cash before John stepped in.
Now, we're profitable & planning our next round of funding.Alex H
E-Commerce Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
Book a free
consultation
What clients are saying about us.
Testimonials
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John's financial insight is worth more than we pay him.
He's helped us make smarter & faster decisions.David L.
Saas Founder
We were bleeding cash before John stepped in.
Now, we're profitable & planning our next round of funding.Alex H
E-Commerce Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
Book a free
consultation
What clients are saying about us.
Testimonials
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John's financial insight is worth more than we pay him.
He's helped us make smarter & faster decisions.David L.
Saas Founder
We were bleeding cash before John stepped in.
Now, we're profitable & planning our next round of funding.Alex H
E-Commerce Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
Book a free
consultation
What clients are saying about us.
Testimonials
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
John's financial insight is worth more than we pay him.
He's helped us make smarter & faster decisions.David L.
Saas Founder
We were bleeding cash before John stepped in.
Now, we're profitable & planning our next round of funding.Alex H
E-Commerce Founder
John helped us get our expenses under control & improved our margins in less than 6 months. Clear, decisive & reliable
Mark T.
Saas Founder
Book a free
consultation
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
What is financial strategy & planning and why is it important ?
How is this different from regular bookkeeping or accounting ?
Can you tailor financial strategies for my specific industry ?
How often should my financial strategy be updated ?
Will financial planning help me secure funding or investments ?
What results can I expect from working with you on financial strategy & planning ?
What is financial strategy & planning and why is it important ?
How is this different from regular bookkeeping or accounting ?
Can you tailor financial strategies for my specific industry ?
How often should my financial strategy be updated ?
Will financial planning help me secure funding or investments ?
What results can I expect from working with you on financial strategy & planning ?
What is financial strategy & planning and why is it important ?
How is this different from regular bookkeeping or accounting ?
Can you tailor financial strategies for my specific industry ?
How often should my financial strategy be updated ?
Will financial planning help me secure funding or investments ?
What results can I expect from working with you on financial strategy & planning ?
What is financial strategy & planning and why is it important ?
How is this different from regular bookkeeping or accounting ?
Can you tailor financial strategies for my specific industry ?
How often should my financial strategy be updated ?
Will financial planning help me secure funding or investments ?
What results can I expect from working with you on financial strategy & planning ?
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
Ready to scale with clarity & control
We’re excited to help your growing SAAS or e-com business move forward financially
Book your free
consultation
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Copyright
2025 Men in Finance. All rights reserved
Terms & Conditions
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Terms & Conditions
Copyright
2025 Men in Finance. All rights reserved
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Copyright
2025 Men in Finance. All rights reserved
Terms & Conditions
MAN IN FINANCE
Vancouver's leading CFO service specializing in helping SAAS & E-Commerce businesses thrive financially.
Terms & Conditions
Copyright
2025 Men in Finance. All rights reserved