Financial Intelligence

"Robert is the fractional CFO that you didn't know you needed, until you hire him and then realize that you don't know how you ever functioned without him. He is kind, direct and focused on ensuring that we have clear financials and projections, so we can make the best decisions possible for the stability and future of the company. He is never one to shy away from a challenge and is committed to finding solutions that will save the business time and money. He is collaborative and works directly with our accountant and bookkeeping team, ensuring that we focus on what matters while he takes care of the details. Our company would not have grown 301% in the last three years without his guidance and expertise. You will not regret working with Robert and I happily recommend him to friends and fellow entrepreneurs."

“Ontario Hose Specialties Limited has served the industrial hose needs of our clients across Canada since 1974. As a second-generation owner, I knew we had to prepare the business to manage our strong growth potential. Initially, I was hesitant to take on the cost of a fractional CFO. I took the leap in 2017, and we hired Rob from CFO Collective. He immediately became a key member of our leadership team and drove numerous initiatives to build a foundation for profitable growth, including powerful financial analysis, cost controls, cash flow management, forecasting, ERP implementation and strategic planning. Beyond that, Rob has been integral in supporting major business decisions, maximizing our banking relationship and ensuring that our corporate and tax structure will meet the needs of my family. Over this period, our sales grew by more than 78%, with a 400%+ improvement in profits and stable cash flows. The ROI on CFO Collective has been amazing! Most importantly, I am finally able to work ON my business, not just in it.”

"We recognized a gap in our financial management system between the day-to-day operations and our big picture financial health.  We engaged CFO Collective in February of 2025, and everything got better, very quickly.  CFO Collective immediately brought clarity by implementing monthly reporting, helping us understand profitability and providing the support and structure we needed to know our business operations are on the right track.  CFO Collective has helped in ways we didn’t know were possible, like managing our banking relationship, securing financing and critically evaluating what is working and what is not.  They have become an integral part of our team, allowing us to focus on running the business. Partnering with CFO Collective was one of the best decisions we’ve made."

"Working closely with Robert has been an absolute pleasure. Robert demonstrated exceptional professionalism, keen insights, and a profound understanding of our financial landscape. I had the privilege of referring Robert to a number of my valued clients for a part-time CFO position, and the outcome exceeded all expectations.

Robert and his team possess a remarkable blend of financial expertise, strategic vision, and strong interpersonal skills, which proved invaluable in guiding my clients through the intricacies of their financial affairs. Their meticulous attention to detail, coupled with a holistic understanding of business dynamics, allowed them to provide insightful recommendations that led to tangible results. His ability to analyze complex financial scenarios, devise innovative strategies, and execute with precision is truly commendable.

Without a doubt, Robert has my highest recommendation as a part-time CFO. Their unparalleled expertise, genuine passion for their work, and unwavering commitment to client success make them an invaluable resource in today's ever-evolving financial landscape. Partnering with Robert and his team will undoubtedly lead to enhanced financial stability and strategic growth."

"Entering a period of acquisitions, we needed strong financial leadership. CFO Collective transformed our cash flow, revamped reporting, and became a strategic partner through three US and Canadian acquisitions. Their hands-on involvement in the due diligence process, securing the required financing, and improving decision-making was invaluable. Hiring CFO Collective has made all the difference."

"CFO Collective has had a transformative impact on SHIPNOBLE’s financial performance and overall business trajectory. From day one, they understood exactly where and how to create value. Their onboarding process was quick and seamless. Their alignment with key strategic partners immediately strengthened our operational and financial foundation. The insights, structure, and discipline they brought to our organization have been invaluable. Every recommendation has been grounded in deep expertise and delivered with professionalism, clarity, and follow-through. As we prepare for an exciting 2026—marked by the development and launch of our new tech products—we are confident knowing the CFO Collective is guiding our financial strategy and supporting our long-term vision. We couldn’t be happier with their professionalism, execution, and the measurable results they’ve helped us achieve."