Skilled Financial Leadership for Small and Medium-Sized Businesses
Financial challenges shouldn’t hold small and medium-sized businesses back simply because they lack the resources of large corporations. Yet many businesses struggle with untimely or inaccurate financial reports, unclear KPIs (Key Performance Indicators) to monitor health and growth, and uncertainty about cash flow. Business owners often lack a clear understanding of their company’s current value or how to increase it, leading to critical decisions—like major purchases—being made on gut instinct rather than informed analysis of ROI (Return on Investment).
This is where Copious Insights steps in.
Our Part-Time CFO Services give small and medium-sized business owners in Canada affordable access to senior financial leadership. We provide the expertise and insights needed to make smarter decisions, improve profitability, and drive sustainable growth.
How We Help:
- Part-Time CFO Support: Gain ongoing access to a strategic financial partner without the cost of a full-time CFO. We help you interpret financial data, plan for growth, and make informed decisions that align with your goals.
- Financial Clarity: Ensure your financial reporting is accurate, timely, and actionable to support decision-making.
- KPI Tracking: Identify and monitor the metrics that truly matter to drive growth and profitability.
- Cash Flow and Profit Optimization: Develop strategies to create predictable cash flow and stabilize profitability for the long term.
- Data-Driven Decisions: Make confident choices about investments, large purchases, and growth opportunities with clear ROI analysis.
A Perfect Partner to the Freedom Through Value (FTV) Program
For business owners participating in our FTV Program, Part-Time CFO Services provide personalized support to complement the program’s strategies. Whether you need ongoing financial leadership or occasional guidance to overcome specific challenges, we offer the flexibility to meet your needs.
Let Copious Insights help you create a stronger, more resilient business—ready for growth, transitions, and long-term success.
Related Services
Financial and Cash
Flow Forecasting
Monthly Reporting
Improved Profits
Improved Cash Flow
Financial Insight
Boost Shareholder
Value
How can we help you?
Our financial advisory services deliver tangible benefits to business owners and their companies. Here’s how we can make a difference:
- Timely and Accurate Reporting: Receive clear, actionable financial reports each month to make informed, strategic decisions with confidence.
- Cash Flow Clarity: Gain a better understanding of future cash needs and develop strategies to improve cash flow, giving you peace of mind and a good night’s sleep.
- Strategic Execution: Benefit from a strategic plan that is actively executed week by week, aligning your business with the vision you’ve set for its future.
- Profit Analysis: Understand where your business is thriving and where it’s not, so you can make informed decisions to maximize profitability.
- Support for Financial Teams: Get expert guidance for your bookkeepers and finance staff, ensuring financial tasks are managed effectively—even if it’s not your area of expertise.
- Trusted Advisor: Use us as a sounding board for sensitive issues you can’t discuss with staff, providing clarity and direction when you need it most.
Kevin's experience
Kevin Ballantyne brings over 35 years of financial management expertise, having worked with companies ranging from small owner-managed businesses to industry leaders like Stantec, Sobeys, and Gerber (Canada). Throughout his career, Kevin has helped organizations strategically grow their profits, cash flow, and overall financial health.
For the past 13 years, Kevin has focused on advising small and medium-sized businesses, providing tailored financial guidance to improve performance and achieve long-term success. Through strategic planning, financial advisory services, and his Freedom Through Value (FTV) program, he empowers business owners to increase profitability, stabilize cash flow, and build shareholder value.
Kevin’s mission is to help business owners grow their companies while aligning financial outcomes with their long-term strategic goals. Whether guiding them through the FTV program or providing personalized financial advisory services, Kevin equips business owners with the tools, strategies, and insights needed to unlock sustainable growth and prepare for a successful future.