Advisory
A Canadian accounting firm that actually understands your business and aligns themselves to your goals. We work with our clients so closely to the point where we are making decisions together, both big and small.
Budgeting and cashflow management
Fractional CFO
KPI, pricing and profitability analysis
Mergers and acquisitions
Audit prep and support
Corporate structure design and exit planning
Better decision-making starts here.
Data-Driven Financial Strategy & Expert Leadership for Canadian businesses
Clarke & Khan’s advisory services help businesses convert financial data into clear, actionable insights that support growth, profitability, and long-term planning.
We build and maintain customized financial reports - including cash flow forecasts, budgets, KPI dashboards, and ad hoc analyses - to give you full visibility into the numbers that matter most.
Paired with strategic planning, our team analyzes trends, evaluates performance, and helps you make informed decisions around pricing, margins, risk, and purchasing so you can plan ahead with confidence.
Whether you’re preparing for growth, navigating uncertainty, managing cash flow, or planning an exit, we offer flexible, expert guidance that scales with your needs - helping you make smarter, data-driven decisions at every stage.
Financial planning and analysis
Turn Financial Data Into Actionable Insight
Financial data is only valuable when it leads to better decisions. At Clarke & Khan, our Financial Planning & Analysis (FP&A) services help Canadian businesses transform raw numbers into clear strategies - supporting growth, improving profitability, and reducing risk.
We partner with our clients to deliver meaningful reporting, analysis, and guidance that helps you plan ahead with clarity and confidence.
Report generation and maintenance
We build and maintain customized financial reports to give you visibility into the metrics that matter most. Our reporting services include:
Cash flow models and forecasting
Budget creation and variance tracking
KPI dashboards and performance metrics
Custom and ad hoc financial reports
Whether you’re managing day-to-day operations or presenting to lenders or investors, our reports help you stay informed and prepared.
Strategic financial management
We work closely with you to analyze and interpret your financial data, uncover trends, and support key decision-making. Our strategic analysis services include:
Financial statement and cash flow analysis
Budget vs. actual variance analysis
Pricing strategy and ROI analysis
Business model and margin review
Risk identification and mitigation planning
Our FP&A experts provide the insights and recommendations you need to make sound financial decisions, allocate resources effectively, and align your finances with your strategic goals.
Fractional CFO
Strategic Financial Leadership - Without the Full-Time Overhead
When you’re in the driver’s seat of a growing business, it helps to have someone sitting beside you — eyes on the road, helping navigate the path ahead. That’s what a Fractional CFO does.
At Clarke & Khan, we offer fractional CFO services to startups, scaleups, and small to medium-sized businesses across Canada. Whether you’re launching, scaling, or stabilizing, we provide the strategic financial leadership you need - at a fraction of the cost of a full-time CFO.
What Is a Fractional CFO?
A Fractional CFO is a flexible, affordable solution that gives you executive-level financial support on a part-time or project basis. We act as your strategic partner, helping you align financial planning with your short- and long-term goals, while keeping you agile and informed:
Financial Modeling, Cash Flow Forecasting & Scenario Planning
Strategic Budgeting & Cost Management
Fundraising Strategy, Valuation Support & Investor Readiness
KPI Development & Performance Tracking
Capital Allocation & Pricing Strategy
Growth Planning & Exit Preparation
We also work closely with the bookkeepers, accountants, department leads, and external advisors to ensure financial alignment across your organization.
Why Work With a Fractional CFO?
Affordable: Pay only for the time and support you need
Flexible: Scale our involvement up or down based on business needs
Expertise on Demand: Access deep financial insight without the hiring headache
Focused Guidance: Make confident, data-driven decisions with a trusted advisor by your side
Whether you're preparing for your first round of funding, launching a new product, hiring a team, or optimizing cash flow, we’re here to help you move forward strategically.
Mergers and acquisitions
Our M&A advisory services help businesses purchase and join other companies for strategic growth by providing expert representation throughout the process.
We handle company evaluation, a thorough review of financing options and assess the impact on internal cash flow to ensure a smart acquisition.
Our mergers and acquisitions advisory services help businesses grow strategically by guiding them through every stage of buying or combining with another company. We act as your expert partner — evaluating opportunities, analyzing financial performance, and helping you understand the true value and long-term potential of a deal.
From assessing fit to reviewing financing options and cash-flow impact, we ensure you’re positioned to make confident, well-informed decisions that align with your growth strategy.
Beyond due diligence, we support you with valuation insights, deal structuring guidance, and coordination with your legal and banking partners to keep the transaction moving smoothly.
After the deal closes, we provide integration support focused on aligning accounting systems and processes so your new, combined organization operates efficiently from day one.
Our goal is to help you pursue acquisitions with clarity, reduce risk, and unlock meaningful opportunities for expansion.
Audit prep and support
Our audit prep and support services help businesses get fully organized and confident before facing auditors, reviewers, or potential investors.
We ensure your financial records are clean, accurate, and ASPE-IFRS audit-ready by preparing complete documentation, tightening bookkeeping, and identifying issues before they become problems. This proactive approach not only strengthens credibility but also helps you present a polished, professional financial picture to stakeholders.
We also coordinate directly with external auditors to streamline the entire process, reducing stress and minimizing disruption to your daily operations. By managing requests, handling documentation flow, and clarifying financial details, we help audits move quickly and smoothly.
The result is a more efficient experience that saves you time, reduces friction, and keeps your business focused on growth - not paperwork.
Exit and succession planning
We help Canadian small business owners design and execute exit strategies that maximize value, minimize tax, and ensure a smooth transition — whether you’re planning to exit in 12 months, 20 years, or more.
Exit and succession planning begins with a clear vision of the end goal, with effective planning allows business owners to prepare for a smooth transition, maximize value, and avoid unnecessary tax. Whether you're launching a new company with a future exit in mind, preparing to pass your business to a family member, selling to a third party or private equity firm, or stepping back into a governance role, thoughtful planning ensures your structure and strategy support your long-term objectives.
A well-designed exit plan focuses on both tax efficiency and practical execution. By using the right combination of operating companies, holding companies, trusts, and share classes, owners can protect assets, reduce tax burdens, and optimize their eventual payout.
Beyond strategy, professional support with valuation, deal structuring, negotiations, and financing ensures the transition is financially sound and aligned with the owner’s vision for the future.
How can we help?
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