Fractional CFO services · Calgary, AB

Strategic financial leadership, without the cost of a full-time CFO.

Revenue Root provides strategic financial leadership and hands-on finance support for growth-minded companies seeking stronger systems, clearer reporting, and better business decision-making.

Portrait of Joey Brunel
Joey Brunel, CPA Fractional CFO & Finance Leader Revenue Root · Calgary, AB
  • Improve cash visibility
  • Strengthen financial reporting
  • Support growth & financing

The fractional CFO engagement

Revenue Root acts as a trusted financial partner by providing clarity, accountability, and strategic insight that supports profitability and sustainable growth.

Core services

Fractional CFO services across six connected areas.

Financial Leadership & Strategy

  • Capital planning
  • Leadership support
  • Strategic financial guidance

Financial Reporting & Analysis

  • Performance dashboards
  • Trend & variance analysis

Cash Flow & Forecasting

  • Rolling cash flow forecasts
  • Working capital visibility
  • Funding requirement planning

Budgeting & KPI Tracking

  • Budget development
  • KPI reporting
  • Forecast vs. actual analysis

Capital & Funding Support

  • Financing support
  • Financial modeling
  • Investor & lender materials

Oversight & Controls

  • Process reviews
  • System improvement recommendations

Network & connections

Connected to the people your company needs next.

Beyond the numbers, Revenue Root gives clients access to trusted relationships across financing, banking, insurance, legal, fractional HR, recruitment, IT and more.

  • Financing
  • Banking
  • Insurance
  • Legal
  • Fractional HR
  • Recruitment
  • IT

Best fit

Where a fractional CFO fits best.

  • Construction & trades
  • Growth-stage companies
  • Owner-managed businesses
  • Companies preparing for financing
  • Organizations needing senior financial leadership

Contact

Helping companies turn financial information into stronger operational and strategic decisions.

Name
Joey Brunel, CPAFractional CFO & Finance Leader
Email
joey@revenueroot.ca
Phone
(403) 200-5639
Location
Calgary, AB