What We Offer
Services built around where you are today.
Most clients enter through the Financial Health Assessment and move to an ongoing retainer as they see the value compound. Every scope is tailored — no generic packages.
Financial Health Assessment
A structured diagnostic of your business's financial health — delivered as a branded bilingual report with a 90-day action roadmap within 5 business days of your assessment session. Genuine standalone value, regardless of whether you proceed to an ongoing engagement.
The assessment fee is fully credited toward your first retainer period if you decide to continue.
Six Assessment Areas
AI & Automation Readiness
Where you are losing time to manual processes
KPI Gap Analysis
What you should be measuring but aren't
Revenue Leakage Scan
Where money is quietly leaving the business
Cost Structure Review
What costs are justified and what to scrutinize
Cash Flow Assessment
How healthy your working capital cycle is
Business Structure Flags
Incorporation, compensation, and tax efficiency observations
Ongoing Advisory
Financial Analysis Retainer
The core ongoing engagement for sub-$5M businesses. Monthly (or quarterly) financial reporting and advisory that gives you the real-time visibility and strategic guidance your accountant doesn't provide. AI automation handles data aggregation — your partners focus on interpretation and client strategy.
Available on monthly or quarterly cadence. Clients can move between frequencies with 30 days' notice. Many start quarterly and move to monthly as their needs intensify.
What's Included
Monthly KPI dashboard — sector-benchmarked, auto-refreshed
Cash flow variance report — budget vs. actual, month-end delivery
90-day rolling cash flow forecast — updated monthly, scenario-based
45–60 minute strategy session — French or English, virtual or in-person
Ad hoc advisory — email responses between sessions, included
AI bookkeeping setup — QBO/Xero configuration and owner training (onboarding)
Flagship Service
Fractional CFO Leadership
The CFA and CPA function as your co-CFO team. They attend leadership meetings, engage with lenders and investors, and own the financial strategy of your business. This tier is the natural destination for clients who have grown with DuaLens through the Financial Analysis Retainer.
Built for businesses in the $500K–$10M range navigating a strategic inflection — a raise, acquisition, scale-up, or exit.
Full CFO Scope Includes
Full management reporting suite — board-ready format
Lender and investor meeting support — materials prep and partner attendance
Budget ownership and annual planning
Compensation and capital structure advisory
Scenario modelling and strategic financial planning
Exit planning and acquisition due diligence
Business valuation preparation
Ownership transition planning
Fixed-Fee Projects
One-time engagements.
Not ready for an ongoing retainer? Project services are available as standalone engagements — fixed fee, defined scope, clear deliverable.
AI Bookkeeping Systems Setup
Configure your QBO or Xero with AI-assisted automation — categorization rules, recurring entries, reporting integrations — and train you to maintain it.
KPI Dashboard Build
A custom dashboard built for your business and sector benchmarks, handed off for independent maintenance.
Annual Budget & 3-Year Financial Plan
Structured planning sessions and a financial model that gives you a credible roadmap.
Compensation & Dividend Structure Review
Salary, dividend, and holdco optimization analysis flagged for your accountant.
Lender Package Preparation
Credit application support, financial narrative, projections, and management commentary.
Exit Readiness Report
Valuation preparation, quality-of-earnings analysis, and buyer/seller advisory.
Business Acquisition Due Diligence
Financial review of the target business, risk flagging, and deal structuring input.
Cash Flow Crisis Intervention
Emergency diagnostic and 30-day stabilization plan for businesses under immediate cash pressure.
Interested in a project engagement?
All project fees are fixed and quoted upfront — no hourly surprises.
Community & NFP
Built for boards, not just businesses.
DuaLens partners are active in the Ottawa-Orléans community sports and NFP ecosystem. We offer accessible fixed-fee services designed for boards and community organizations.
Board Financial Health Report
A one-time report for board presentation — identifies financial risk, governance gaps, and immediate priorities.
NFP Budget Review & Forecast
Annual operating budget review with grant-aligned financial planning.
Community Sports Club Financial Assessment
Cash controls, dues tracking, and expense structure review. Board-ready output.
Treasurer Training Session
A 90-minute session for volunteer treasurers: QBO basics and financial reporting fundamentals.
Every engagement is scoped individually.
We use value-based, fixed pricing — not hourly billing. You receive a clear proposal before committing to anything. The right starting point is a 30-minute discovery call where we learn about your business and what you're trying to accomplish.