Fractional CFO Advisory
Strategic finance leadership without the full-time cost. Budgeting, forecasting, board reporting, fundraising, and M&A support for every growth stage.
Learn moreConvoy Finance takes accounting, taxes, and finance strategy off founders' plates, from first bookkeeping close to fundraising, board reporting, and cross-border expansion. Deep expertise in tech, SaaS, and digital assets.
Free 30-minute consultation. No commitment required.
Trusted by founders at
What we do
Most startups don't need a full-time CFO, a controller, and a tax specialist: they need one team that covers all three and scales as they do.
Strategic finance leadership without the full-time cost. Budgeting, forecasting, board reporting, fundraising, and M&A support for every growth stage.
Learn moreAccurate, on-time books every month. Bookkeeping, payroll, invoicing, and bill payment on autopilot so you always know your revenue and burn.
Learn moreCross-border structuring, audit defense, licensing, and CCO support across Canada, the US, the UAE, and offshore jurisdictions.
Learn moreToken launches, treasury management, and crypto accounting that translates on-chain activity into audit-ready financial statements.
Learn moreWhy Convoy
Every engagement is led by CPAs with CFA-level strategic depth. Your books, models, and board packages hold up to auditor and investor scrutiny.
We work with SaaS, AI, fintech, and Web3 companies daily, including tokenized treasuries, multi-entity structures, and revenue models your local firm has never seen.
Canada, the US, the UAE, BVI, Cayman, and beyond: we design and operate structures that keep you compliant in every market you touch.
Where we work
How it works
We map your entities, jurisdictions, and finance pain points in a free 30-minute consult.
You get a scoped proposal: what we take off your plate, what it costs, and what changes in the first 90 days.
Books close monthly, reports land on time, and a CPA-led team sits behind every number you show investors.
Book a free consultation with a CPA who works with founders every day. We will map your accounting, tax, and CFO needs in one call.
Schedule a consult