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Financial Strategy for Business Owners, by Business Owners
Fractional CFO services, tax planning, and insurance solutions tailored for professionals, entrepreneurs, and family-run companies.
At Corporate Finance Outsource, we believe your finance department should be a profit centre — not a cost centre. Whether you need a contract CFO for one hour or one year, we provide the strategic support to preserve wealth, reduce taxes, and plan for what’s next.
We tailor every engagement to your needs. And if we’re not the right fit, we’ll connect you with someone in our trusted network who is.
The Great Divide — Where I Bridge the Gap
As The Financial Curator, I sit at the intersection of corporate strategy and personal wealth, helping business owners navigate what I call “The Great Divide” — the often overlooked space between corporate tax planningand personal estate preservation.
🔹 On the Corporate Side:
I work as a Fractional CFO, embedding myself into your company’s operations to streamline finances, enhance reporting, and ensure the business structure supports future tax efficiency. Whether it’s reorganizations, SR&ED, cross-border structuring, or optimizing retained earnings, I ensure your corporation is financially lean, audit-ready, and tax-smart.
🔹 On the Personal Side:
For the business owner, I implement estate planning, tax strategies, and corporate-owned insurance to preserve wealth, reduce taxes on death, and plan for intergenerational transfer. This includes CDA maximization, estate freezes, immediate financing arrangements, and family trust structures.
🧩 Why This Matters:
Too often, advisors only look at one side of the equation. My job is to ensure both sides work together — because the value built inside your company should flow efficiently to your personal estate without unnecessary tax leakage.
