Continually learn, network and apply knowledge to the benefit of our clients.
Our Services
We deliver flexible CFO, tax, and insurance strategies tailored to professionals, business owners, and entrepreneurs. Whether you need guidance for one hour or long-term partnership, our services are built around one goal: helping your finance department become a profit centre — not a cost centre.
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How we help:
We offer strategic financial leadership, tax optimization, and back-office clarity — without the overhead. If you don’t see what you’re looking for, just reach out. We’ll either support you directly or connect you to someone in our trusted network.
Fractional CFO
On-demand strategic support for critical decisions, valuations, transitions, and long-term growth planning. Tailored to founders, partners, and entrepreneurs.
Back Office Support
Efficient, outsourced bookkeeping and financial reporting to keep your operations lean, compliant, and insight-driven. We keep your books — and your strategy — aligned.
Tax & Insurance Planning
Specialized planning for Lifetime Capital Gains Exemption, holding companies, and corporate-owned insurance. Preserve wealth while minimizing tax exposure.
* Insurance services are offered through Kelly Ehler’s affiliated company, Proteus Capital Corp., an independently licensed entity
At Corporate Finance Outsource, we specialize in financial leadership that goes beyond the numbers. Our services are tailored to the unique needs of:
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Professional corporations and small business owners
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Real estate developers and investors
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Manufacturing and service-based companies
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Cannabis and health-adjacent industries
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Family-run and closely held enterprises
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Our expertise includes:
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Fractional CFO services for critical decision-making, transitions, and strategic growth
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Back office systems and outsourced bookkeeping to keep operations compliant and streamlined
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Tax and insurance planning, including Lifetime Capital Gains Exemption strategies, holding company design, and corporate-owned insurance
Whether you're looking for long-term guidance or short-term execution, we work to preserve wealth, reduce tax burdens, and turn your finance department into a true profit centre.