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 more about Fractional CFO Advisory CPA-led firm Web3 & SaaS native 8 jurisdictions
Fractional CFO & finance team for scaling startups
Convoy 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
70 + Tech & Web3 projects served
8 Jurisdictions covered
20 + Entities under monthly management
22 + Years of collective CPA experience
What we do
One finance partner, four capabilities
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.
Monthly Accounting
Accurate, on-time books every month. Bookkeeping, payroll, invoicing, and bill payment on autopilot so you always know your revenue and burn.
Learn more about Monthly AccountingTax & Compliance Advisory
Cross-border structuring, audit defense, licensing, and CCO support across Canada, the US, the UAE, and offshore jurisdictions.
Learn more about Tax & Compliance AdvisoryCrypto & Web3 Finance
Token launches, treasury management, and crypto accounting that translates on-chain activity into audit-ready financial statements.
Learn more about Crypto & Web3 FinanceWhy Convoy
Built for founders who operate across borders
CPA-led, investor-grade
Every engagement is led by CPAs with CFA-level strategic depth. Your books, models, and board packages hold up to auditor and investor scrutiny.
Tech & crypto fluent
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.
Multi-jurisdiction by default
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
Jurisdictions we cover
How it works
From first call to closed books
1
Discovery call
We map your entities, jurisdictions, and finance pain points in a free 30-minute consult.
2
Finance roadmap
You get a scoped proposal: what we take off your plate, what it costs, and what changes in the first 90 days.
3
Your finance team, live
Books close monthly, reports land on time, and a CPA-led team sits behind every number you show investors.
Frequently asked questions
What does a fractional CFO firm do?
A fractional CFO firm gives you senior finance leadership on a part-time basis: budgeting, forecasting, board reporting, fundraising support, and oversight of your accounting and tax function, without the cost of a full-time CFO hire. Convoy pairs that leadership with a CPA-led team that also runs the monthly close underneath it.
Who does Convoy Finance work with?
Scaling technology companies: SaaS, AI, fintech, and Web3 or digital asset businesses. Engagements range from a first proper bookkeeping close to fundraising support, board reporting, and multi-entity, cross-border expansion.
Can you handle crypto and Web3 accounting?
Yes. We work with token launches, treasury management, and wallet-level crypto accounting daily, translating on-chain activity into audit-ready financial statements that hold up to investor and auditor scrutiny.
Which jurisdictions do you cover?
Canada, the United States, the UAE (including ADGM), the British Virgin Islands, the Cayman Islands, St. Vincent and the Grenadines, Panama, and cross-border coordination with local counsel in Europe.
How much do your services cost?
Pricing depends on scope: number of entities, transaction volume, and the level of CFO involvement you need. After a free 30-minute discovery call you receive a scoped proposal that sets out exactly what we take off your plate and what it costs, so there are no surprises.
How do we get started?
Book a free 30-minute consultation through our contact page. We map your entities, jurisdictions, and finance pain points on the call, then send a scoped proposal covering the first 90 days.
Ready to build your finance backbone?
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