Ottawa-Gatineau · English & French
Your Business Needs a CFO. Now You Can Afford One.
A Chief Financial Officer brings financial strategy, cash flow intelligence, and business clarity to every major decision your company makes. Until recently, only large companies could justify the cost. Fractional CFO services change that.
The CFO Role
What a CFO actually does for your business.
Most business owners have never worked with a CFO — and many assume it is only relevant for larger companies. It is not. A CFO is the person who ensures your business is as profitable as it should be, your cash flow is predictable, and your financial decisions are grounded in real data.
Cash Flow Forecasting
Know weeks in advance when cash will be tight — and have a plan before it becomes a problem.
Profitability Analysis
Know which clients, jobs, and products actually make you money — and which ones quietly cost you.
Financial Strategy
Pricing, compensation structure, and capital decisions made with clarity and confidence.
KPI Visibility
The right numbers, updated regularly, benchmarked against businesses like yours.
Lender & Investor Readiness
Clean, credible financials when you need to borrow, raise capital, or prepare for a sale.
AI-Powered Efficiency
Automated reporting and data aggregation — so every hour we spend with you is focused on insight, not admin.
The Fractional Model
Full CFO expertise. Part-time engagement.
A full-time CFO commands $150,000–$250,000 per year in salary alone — before benefits, bonuses, or office costs. A fractional CFO delivers the same strategic oversight on a part-time basis, for a fraction of the cost. We use AI tools to automate data aggregation and reporting so every hour we spend with you is focused on strategy.
Dedicated CFO-level oversight without a full-time hire
AI tools automate reporting and data aggregation — your partners focus on strategy
Fixed monthly fees — no hourly billing, no surprises
Engagement scales up or down as your business evolves
Common Pain Points
Sound familiar?
These are the financial situations we resolve most often for Ottawa-Gatineau businesses. If any of these resonate, a 30-minute conversation costs nothing.
Cash surprises catch you off guard
You're always reacting — a slow month, an unexpected bill, a tax hit you didn't see coming. We build rolling forecasts so you see it weeks in advance.
Revenue is growing but money feels tight
This is one of the most common issues in growing businesses. We find the margin leakage, timing gaps, and structural issues behind the disconnect.
You don't know your real cost per job or client
You know you're busy — but are the right jobs profitable? We break down actual profitability by project, client, and product line.
You're paying yourself whatever is left over
That is not a compensation strategy — it means there is no plan. We build the structure: salary, dividends, holdco, and retained earnings.
Your financials are not ready for a bank or buyer
If your books could not survive scrutiny today, we fix that — and build the reporting package that opens those conversations.
You're making big decisions with incomplete information
Pricing, hiring, expansion — all require a financial model. We build it, keep it current, and walk you through what it means.
What We Offer
Built around where your business is today.
Most clients begin with the Financial Health Assessment and move to an ongoing engagement as the value compounds. Every scope is tailored to your actual needs — not a generic package.
The Entry Point
Financial Health Assessment
A structured diagnostic covering six areas: AI readiness, KPI gaps, revenue leakage, cost structure, cash flow, and business structure. Delivered as a branded bilingual report with a 90-day action roadmap.
Learn MoreOngoing Monthly Advisory
Financial Analysis Retainer
Monthly KPI dashboard, cash flow variance analysis, rolling 90-day forecast, and a strategy session each month. Real-time financial visibility and guidance.
Learn MoreFull CFO Scope
Fractional CFO Leadership
The CFA and CPA function as your co-CFO team — attending leadership meetings, engaging lenders and investors, and owning the financial strategy of your business.
Learn MoreWho We Work With
You're exceptional at what you do. Finance is our job.
Our best clients are outstanding operators — they know their craft, their clients, and their market inside out. What they did not sign up for was cash flow management, profit analysis, and financial strategy. That is exactly what we provide.
Trades & HVAC
You run tight crews and book solid revenue — but do you know your real margin per job after labour burden and callbacks? We make sure every hour you bill is actually profitable.
Restaurant Groups
You know hospitality. We know whether your numbers actually work — by location, by day-part, by season. We surface what your P&L is hiding.
Professional Services
You deliver excellent work. We make sure you're pricing it right, keeping the right clients, and converting revenue into actual margin.
Owner-Operated SMEs
You built something real without a finance background — and you've gotten this far on instinct. We give you the numbers and the plan to take it further.
NFPs & Community
Your mission matters. We handle the financial governance so your board can focus on impact rather than reconciling spreadsheets.
Scaling Businesses
You know your market and you're ready to grow. We build the financial infrastructure that lenders, buyers, and investors want to see before they say yes.
Bilingual Service · Service Bilingue
We serve Ottawa-Gatineau in English and French.
Nous servons en anglais et en français.
The Team
A CFA and a CPA, working as one.
DuaLens was built on a structurally differentiated model: two complementary designations, one unified advisory team. The CPA brings compliance accuracy and historical clarity. The CFA brings forward-looking strategy, capital allocation discipline, and risk management.
Together, we give Ottawa-Gatineau businesses something they cannot get from a bookkeeper or a tax accountant: a real-time picture of their financial health and a clear plan for what to do next.
Meet the TeamJustin Blank
CFA
Strategy · Capital Markets · Forward-Looking Analysis
Philippe Roberge
CPA
Compliance · Accounting · Financial Accuracy
“One firm. Two designations. Every financial decision, covered.”
Ready to Start?
Start with a Financial Health Assessment.
A structured diagnostic of your business in 5–10 business days. You'll receive a branded bilingual report with a 90-day action roadmap — regardless of whether you proceed to an ongoing engagement.