Virtual CFO Services Ottawa

Financial leadership, without the full-time hire.

Priti & Team become the finance department inside your business — from daily bookkeeping to the strategic advice you’d expect from an in-house CFO.

Book a Consultation See what a Virtual CFO does ↓
Bookkeeping — Cash Management — HR & Payroll — Advisory
Priti Lad Professional Corporation   •   Your Outsourced Finance Department   •
PL
Professional
Corporation
01 — Advisory

Your Virtual CFO

Strategic guidance for the decisions that shape your business — budgeting, cash flow, financing, government matters and the year-end coordination that keeps everything aligned.

01
Budget and cashflow management & reporting
02
Banking & finance-related advice
03
Year-end coordination with your accountant
04
On-demand meetings for your questions, whenever needed
05
Support for accounting and finance software-related issues
06
Assistance dealing with government matters
Your Complete Finance Function

The rest of your finance team

Everything below the CFO layer is covered too. Instead of piecing together multiple vendors, your business gets one coordinated finance department working together.

Cash management and financial reporting for Ottawa businesses
Controller

Cash Management

Keep cash visible, organized and moving.
  • Track cash in & out — every deposit and expense accounted for
  • Manage payables
  • Government payment processing including HST, QST and corporate tax
  • Regular financial reports
Payroll and HR support for growing businesses
HR & Payroll

People, Paid Correctly

Payroll and administration without the scramble.
  • Payroll processing with an easy-access platform
  • Year-end T-slip processing & filing
  • ROE filing
  • Vacation & bonus pay management
  • HR-related advice
  • Benefit & pension management
Professional bookkeeping and reconciliation services
Bookkeeping

The Daily Record

Clean books make better decisions possible.
  • Tracking revenue & expenses
  • Support to administrative staff
  • Bank & credit card reconciliation
  • Consistent financial record maintenance
  • Organized records ready for reporting and year-end
1
Dedicated Team
4
Departments Covered
0
Full-Time Hires Needed
Business owners meeting with a financial advisor
Built for Growing Businesses

CFO-level thinking without building a finance department from scratch.

A growing business needs more than bookkeeping. It needs someone watching cash, understanding the numbers, coordinating payroll and remittances, preparing for year-end and helping leadership make better financial decisions.

01
One coordinated team Bookkeeping, controller work, payroll and advisory stay connected.
02
Better visibility Understand cash flow and business performance before decisions are made.
03
Less administrative pressure Take recurring financial work off the owner’s desk.
04
Advice when decisions happen Get financial guidance throughout the year, not only at tax time.
Virtual CFO Ottawa

Financial support built around Ottawa businesses.

Priti Lad Professional Corporation provides Virtual CFO services in Ottawa for business owners who need stronger financial oversight without adding a full-time CFO, controller, payroll specialist and bookkeeping team to payroll.

From budgeting and cash flow management to bookkeeping, payroll, government remittances and financial reporting, the goal is to create a dependable outsourced finance department that can grow alongside the business.

Virtual CFO support can be particularly valuable for established small and mid-sized businesses experiencing growth, expanding their teams, managing increasing transaction volumes, preparing for financing or simply needing clearer financial information.

Get Started

Let’s build your finance department.

One conversation is enough to see where Priti & Team fit into your business — bookkeeping, payroll, controller work, or CFO-level advisory.

Book a Free Consultation
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