Discover Financial Leadership That Drives You from Startup To Sold
Fractional CFO & Controller Services for Tech Companies & Startups from opening your doors to going public!
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We provide you with real insight in our free consultation. You will talk to a CPA registered accountant. We will never try to create a high-pressure sales environment. Just provide you with real value and give you the space to make a decision.
Confused by Your Finances? You Need A Fractional CFO
Our Fractional CFOs turn your numbers into a growth plan — so you can stop guessing and start scaling.
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"Their professional advice and versatile approach are both cost effective and reliable."
Branson’s services are easily scaleable and customised to meet the changing requirements of our Company. Their professional advice and versatile approach are both cost effective and reliable. I was able to reallocate important resources in a more highly effective manner to run the business and plan for the future. Our management team developed immediate confidence in Branson’s ability to execute on their full suite of services that we implemented.
What financial insight can do for your business.
Be Confident In Your Financial Decisions
Have data backed insights to make your decisions
Retain a registered CPA to guide you through financial decisions
Find More Profit In Your Business
Build a budget you can actually follow
Have a team of financial experts to review your expenses
Understand Your Financial Risk
Understand your future with financial modeling
Install protective measures to reduce and manage your risks
What Our Clients Are Saying
Darren Collins
Chief Executive Officer, US Critical Metals Corp. TSX-V: USCM
Branson’s services are easily scaleable and customised to meet the changing requirements of our Company. Their professional advice and versatile approach are both cost effective and reliable. I was able to reallocate important resources in a more highly effective manner to run the business and plan for the future. Our management team developed immediate confidence in Branson’s ability to execute on their full suite of services that we implemented.
Frank Wheatley
Chief Executive Officer, Snow Lake Resources Ltd. NASDAQ: LITM
Working in capital markets with multi jurisdictional requirements would be daunting for most and challenging for many but the Branson team exceeded our professional expectations and provided us with a level of service that was above and beyond industry standards. We were able to focus on building the business knowing that we were in good hands with Branson’s attention to detail and timeline focused deliverables.
Jeffrey Stevens
Chief Executive Officer, Psyched Wellness Ltd. CSE: PSYC
The Branson Team’s professionalism and reliability is invaluable to our growing business. From keeping the Company’s documents up to date to taking care of regulatory procedures and filings, this team plays a fundamental role in the Company’s business growth. The extensive accounting background including Canadian and U.S. tax, as well as the financial and corporate services experience of the Branson Team has provided me with the peace of mind and comfort that the job is getting done for us in a very competent manner.
Roger Dent
Chief Executive Officer, Quinsam Capital Corporation CSE: QCA
Branson’s team supports our business and operations in a resourceful and timely manner. They are easy to work with and very responsive, even in demanding times. They are extremely professional, competent, and reliable to get the work done, which saves me significant time which can be spent focusing on the core business.
Some of our clients
Ready to grow your startup?
Why Choose Branson Corporate Services?
Cost
Our team can provide services at a fraction of what a full-time staff complement would cost. Full-time CFO’s, controllers and bookkeepers can be expensive.
Accuracy
If administrative staff maintains the books and records significant time can be spent correcting errors. Our accounting staff is experienced and will get it right the first time.
Efficiency
We will save your company time and money and we will be proactive to ensure that fundamentals are done correctly and effectively.
Reliability
We will ensure audit readiness, well-tested systems and policies and procedures you and your team can rely on.
Flexibility
Our contract terms are flexible. We can fill a requirement for a short period of time while you reorganize or we can grow with your company by devoting more time as your company develops.
Peace of Mind
You can focus on developing your business and know that your accounting, financial and corporate services are addressed properly.
Our services include
In partnership, we will build a custom plan with a combination of these services.
Compliance Without the Headaches
We navigate the complex regulatory landscape for tech startups, ensuring adherence to financial reporting standards and industry-specific regulations, so you can focus on innovation.
Reporting That Makes Sense
Our clear and customized financial reports provide actionable insights into your startup's performance, helping you make informed decisions to drive growth.
Operational Finance & Process Improvement
We streamline your financial operations by implementing efficient processes and leveraging technology, enhancing productivity and scalability.
Risk Management & Crisis Support
Our proactive risk management strategies identify potential financial pitfalls, and we offer crisis support to navigate challenges effectively, safeguarding your startup's future.
Tax Strategy & Planning
We develop tailored tax strategies to minimize liabilities and maximize available credits and incentives, optimizing your startup's financial health.
Cash Flow & Cost Control
Our expertise ensures effective cash flow management and cost control, keeping your operations financially stable and supporting sustainable growth.
Fundraising & Capital Management
We assist in securing funding and managing capital efficiently, providing the financial foundation needed to scale your startup.
Top-Tier Expertise, Fractional Cost
Access our high-level accounting expertise at a fraction of the cost, tailored specifically for tech startups, ensuring you receive quality support within your budget.
Budgeting
Effective budgeting is crucial for tech startups to allocate resources efficiently, manage operational costs, and plan for sustainable growth. By developing comprehensive budgets, we assist startups in forecasting expenses related to product development, marketing, and staffing, ensuring financial stability and informed decision-making.
Financial Modelling
Financial modelling serves as a vital tool for tech startups to evaluate potential projects, assess financial viability, and attract investment. Our services provide detailed financial models that simulate various scenarios, incorporating factors such as market trends, revenue streams, and scaling costs, enabling startups to make strategic decisions with confidence.
Going Public (IPO)
We are Toronto's #1 firm for helping to take startups public. We have helped countless businesses do this by acting as their CFO and full controller.
Welcome To Branson Corporate Services
Full-time CFO insights at a fractional cost.
In the fast-paced world of tech startups, innovative ideas are just the beginning; robust financial strategy is essential for turning vision into reality. Without experienced financial leadership, startups can face challenges such as compliance risks, cash flow shortages, and inaccurate financial forecasting. At Branson Corporate Services, we offer elite fractional CFO and controller services tailored specifically for tech startups. With decades of experience supporting some of Canada’s most dynamic companies, we ensure your financial foundation is solid, compliant, and positioned for sustainable growth.
Meet Your Financial Experts
With hundreds of thousands of combined experience, our team of CFOs and controllers will ensure your companies on the right growth trajectory!
Margaret Miller – President and CEO
Margaret is an experienced corporate administrator having served over 15 years in numerous executive administrator, corporate secretary and investor relations roles. Oversees corporate secretarial matters, financing documentation, ensures timely regulatory filings and communicates with shareholders. She has held positions in various fast paced and deadline oriented entities in Europe, Hong Kong, United States and Canada.
Kyle Nazareth, CPA, CA – Chief Financial Officer
Kyle brings over a decade of experience in managing public companies, advising on capital market transactions, and providing financial stewardship across diverse industries. Prior to joining Branson, Kyle successfully operated a Fractional CFO business. In this capacity, he advised and served as CFO for a number of public companies traded in Canada and the United States (CSE, TSXV, TSX, OTC, NASDAQ), as well as a number of private companies. He additionally provided strategic financial consulting to numerous public and private clients and played a pivotal role in closing and integrating mergers and acquisitions. While in these roles, Kyle has secured more than C$500 million in equity and debt financing. Kyle is a CPA, CA, and holds a Bachelor of Business Administration from the York University’s Schulich School of Business.
Amy Stephenson, CFA, CPA, CMA, MBA – Chief Financial Officer
Amy has over 20 years of experience in capital market financing and managing public companies. She provides strategic advice, finance, accounting and compliance services to public companies. She has over 10 years’ experience as CFO for public companies including Bedrocan Cannabis Corp., Ceres Global Ag Corp., Goldeye Explorations Ltd., Petroworth Resources Inc., Augen Capital Corp. and GoldQuest Mining Corp. She also worked as a business valuator at Evans & Evans, focusing on capital market and M&A transactions and was an equity research writer.
Her involvement as a principal and consultant in corporate reorganization, M&A and project financing extends beyond North America to include Australia, China, Malaysia, Western Europe, Latin America and Africa. Amy obtained her MBA in Finance. She is a board member of the CFA Society Toronto, was a non-member Council and Chair of the Audit Committee for the Association of Professional GeoScientists Ontario for 6 years and a member of the Financial Executive International (FEI).
You ARen't the first to ask these
Frequently Asked Questions
Do I need a fractional CFO or a fractional controller?
Every business has different needs. The smaller your business, the more likely you need a controller and not a full CFO. Fractional CFOs handle your accounting cycle and provide financial modeling and advice on potential business decisions. A Fractional Controller is just focused on the accounting cycle (bookkeeping, taxes, etc.)
What services can you provide to reduce my workload?
Business Process Reviews
Risk Management
Performance Management
Information Systems and ERPs (Enterprise Resource Planning)
Customer and product profitability expertise
How often will I have access to my fractional CFO or controller?
You can engage a fractional CFO on a schedule that suits your needs. We are very flexible and want to ensure that you achieve your financial goals!
How can fractional CFO services benefit my tech startup?
Fractional CFO services provide access to high-level financial expertise on a part-time basis, offering strategic planning, financial forecasting, and investor relations support without the cost of a full-time CFO. This approach allows startups to allocate resources efficiently while benefiting from seasoned financial leadership.
What is the importance of financial forecasting for a tech startup?
Financial forecasting is crucial for anticipating revenue streams, managing expenses, and planning for future growth. Accurate forecasts enable startups to make informed decisions, attract investors, and set realistic milestones.
How do you assist tech startups in securing funding?
We assist by preparing comprehensive financial statements, creating compelling pitch decks, and developing robust business plans that highlight the startup's potential. Our services also include connecting startups with potential investors and advising on funding strategies.
What tax incentives are available for tech startups?
Tech startups may qualify for various tax incentives, such as the Scientific Research and Experimental Development (SR&ED) tax credit in Canada, which provides refunds for eligible R&D expenditures. We help identify and apply for such incentives to reduce tax liabilities.
How can effective cash flow management impact my startup's success?
Proper cash flow management ensures that your startup has sufficient funds to meet operational expenses, invest in growth opportunities, and weather financial uncertainties. We implement strategies to optimize cash flow, such as expense management and revenue forecasting.
What financial reports are essential for tech startups?
Key financial reports include income statements, balance sheets, cash flow statements, and budget variance analyses. These reports provide insights into financial performance, helping startups make data-driven decisions.
How can a fractional CFO understand the unique intricacies of my tech startup without being involved full-time?
Fractional CFOs bring a wealth of experience from working with various tech startups, allowing them to quickly grasp the specific needs and challenges of your business. They engage deeply during their tenure, ensuring they understand your operations, culture, and objectives. This focused involvement enables them to provide tailored financial strategies that align with your startup's goals.
Will a fractional CFO be as committed to my company's success as a full-time executive?
Fractional CFOs are dedicated professionals whose reputation hinges on delivering exceptional results across multiple clients. Their commitment is demonstrated through proactive financial management, strategic planning, and continuous support. By building strong, trust-based relationships, they become integral to your leadership team, driving your company's success.
How does a fractional CFO collaborate with our existing team without causing disruptions?
Fractional CFOs are adept at integrating seamlessly into existing teams, complementing and enhancing current capabilities. They work collaboratively with your staff, providing guidance and support without overstepping boundaries. This harmonious approach ensures that your team's dynamics remain positive and productivity is enhanced.
Don’t Leave Your Financials to Chance
Poor financial leadership can cost your tech startup millions. Get the expertise you need to stay compliant, profitable, and financially strong—without the cost of a full-time CFO.