Empowering your growth through financial clarity.

Empowering your growth through financial clarity

At ProfitPath CFO, we partner with businesses to give you a clear, confident roadmap forward—so you can grow and get peace of mind.

Who We Are

Your Trusted Partner in Accounting & Financial Solutions

We don’t just tell you what happened. We guide what happens next. We go further.

We help you:

Understand the financial impact of every business decision
Build a more profitable, sustainable, and scalable company
Eliminate guesswork and get real clarity on cash flow
Make strategic decisions backed by data—not just gut feelings

Clarity

Know what’s working, what’s not, and where your money is really going.

Confidence

Make better business decisions based on numbers, not noise.

Growth

Scale with intention and delegate with peace of mind.

Freedom

Build a business that doesn’t grind you into dust.

Our Services

Comprehensive Accounting Services

Bookkeeping Cleanup

Behind on reconciliations? We’ll step in to clean, correct, and catch everything up. Whether you’re a few months behind or haven’t reconciled in years, we will ensure your financial records are up to date and fully accurate. With a clean set of books, you'll be equipped to make informed decisions, prepare for tax season with confidence, and build a more stable financial future.

CFO Advisory

Our advisory service is designed for business owners who need high-level financial insight without the commitment of a full-time executive. We help you understand the financial implications of key decisions and work alongside you to develop data-driven strategies for growth. Whether you're navigating pricing, hiring, profitability, or scaling, we offer proactive, practical advice tailored to your specific goals.

Cash Flow Management

Cash flow is one of the most critical aspects of business health. We help you build and manage a forward-looking cash flow system that supports daily operations and prepares you for future investments. Our goal is to reduce financial stress and help you stay ahead so you can make decisions confidently without worrying about what’s in the bank.

Strategic Planning

Turn your vision into a financial plan you can trust. Growth without structure can quickly become unsustainable. We work with you to develop a financial roadmap that aligns with your business goals—whether you’re expanding, launching new offerings, hiring, or preparing for exit. Our p process ensures that each step you take is backed by accurate data and a clear understanding of the financial impact.

Getting Started

How to Work With a Virtual CFO

1

Understand the Big Picture

We start by getting to know you, your business and personal goals, and everything in between. We’ll take a deeper look into your current financials to get a clear picture of where things stand today.

2

Analyze Your Actuals

Each month, we review and analyze your real results. We identify trends, flag anomalies, and keep an eye on the metrics that matter most to your success.

3

Update the Forecast

Based on what we’ve seen, we adjust your forecasts for revenue, profit, and cash flow. We strive to keep your projections aligned with your goal so you always know where you stand and where you're headed by year-end.

4

Monthly Scorecard

Every month, you’ll receive a scorecard that tracks how you’re doing against your key performance rivers. The goal here is to help you prioritize what to focus on right now to stay on track.

5

Set 30-Day Objectives

We’ll help you and your team define clear and actionable goals for the next 30 days. These objectives are designed to address any underperforming revenue, profit and cash flow drivers.

6

Build An Action Plan

Finally, we collaborate with you and your team to brainstorm and agree on specific, achievable action items to move the needle. These aren't just ideas, they are steps tied directly to your financial goals.

Testimonials

What our clients say

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Jon Doe

ABC Inc.

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ABC Inc.

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ABC Inc.

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ABC Inc.

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ABC Inc.

Meet The Founder

David Stokes

With more than 15 years of experience as a Chartered Professional Accountant, David brings clarity, structure, and strategic insight to business owners who need more than just bookkeeping.

His background includes years in public practice and over a decade as CFO at Denendeh Investments Inc., where he led financial operations, implemented strategic initiatives, and improved profitability across a complex organization.

David also serves on several Boards of Directors, currently as Chair, where he brings a steady hand and sound financial judgment to organizations navigating change, growth, and uncertainty.

His cloud-based bookkeeping services provide real-time accuracy and organization, giving clients the peace of mind that their financial data is both reliable and actionable.

Having worked with a wide range of organization, from First Nations governments to non-profits and private businesses, David combines technical expertise with a calm and collaborative approach. He meets clients where they are and helps them move forward with confidence.

Accounting apps we love

FAQs

Frequently asked questions

What is a Fractional CFO?

A CFO is a Chief Financial Officer. We believe every growing business could benefit from having a Chief Financial Officer on their side even on a part-time basis. A CFO will manage the finance and accounting of a business. At ProfitPath CFO Solutions, we can do this remotely for your business and the tasks include overseeing the bookkeeping, financial reporting and forecasting, and cash management.

How much do you charge?

We customize our service packages based on the individual needs of your business. Since each business is unique we will discuss pricing after understanding the size and needs of your business. Typically, our monthly packages will start at around $500/month.

Do I need to be a bookkeeping client to access your virtual CFO services?

Not at all, we are happy to work with clients with their own bookkeeping solution or if they have in house bookkeeping staff.

Do you prepare and file tax returns?

Our focus is on maximizing profits and cash flow in your business and therefore we do not provide any personal or corporate tax services. We will work closely with your chosen accountant to provide the reports to prepare tax returns. If you do not currently have an accountant to prepare taxes we are happy to recommend one to you in our professional network.

Can you help me get my bookkeeping up to date?

Yes! We can help you get your bookkeeping up to date and make sure it stays up to date and accurate so you don’t have to stress about the finances anymore.

What is the onboarding process like?

For our bookkeeping clients: During the onboarding we will set up your technology stack, document your custom accounting workflows and set up your financial reporting to meet the needs of your business. For our virtual CFO clients, we help you establish long-term, medium-term and short-term goals and establish a roadmap on how to get there.

How long does the onboarding take?

The onboarding process for new clients generally takes 30 days and can take up to 90 days depending on how much catchup bookkeeping and the size and complexity of the business.

Ready to replace frustration with financial clarity?

Schedule a consultation today and start building your business on solid ground.

We partner with entrepreneurs to turn chaos into clarity. We unlock the insights buried in your financial data and give you a clear and confident roadmap forward.

Office Phone :

(236) 232-2963