Finance Leaders

Strategic financial guidance and reporting that is accurate, timely and relevant.

Strong Financial Leadership

The support of a senior finance leader is an essential component in providing strong financial strategy and execution.

Our embedded approach means we place a Finance Leader who becomes a part of your senior management team. A Finance Leader quarterbacks your finance function and will build internal financial capacity by increasing efficiencies and bringing a financial planning focus to your important business decisions with reporting that is accurate, timely and relevant.

We begin by understanding the current state of the financials and the existing team to create a scalable and sustainable approach to your internal finance function.

A Tailored Approach

We know that the support of a leader in finance, even in fractional amounts, is an important element to give companies the financial insights, depth of analysis and support needed to thrive and grow over the long-term.

That’s why we offer flexible options tailored to your business needs – utilize a Finance Leader as much or as little as required.

An effective Finance Leader is a critical component of any management team, but the needs of SMEs often don’t require them to be full-time. This is why our flexible, tailored approach fits so well; the Finance Leader is there exactly as much as you need them to be while still being key part of your management team.

Likewise, combining a Finance Leader with an experienced bookkeeper is a practical and affordable approach that provides a sustainable solution over the long-term.

What is…

Most of our clients have their own external Public Accounting firm to do the independent assurance activities including year-end financial statements (Audited, Notice to Reader, or Review engagements), tax work and other activities as defined in the Public Accounting Act, 2004 and the Chartered Public Accountants Act of Ontario, 2017 (if an organization does not currently have a Public Accounting firm we strongly recommend clients engage with an external Public Accounting firm and are happy to recommend firms to them).

A Financial Leader placed by Business Sherpa Group plays a key role as an internal member of the management team and works closely with the Public Accounting firm to provide the details, reports, information required for the firm to perform their public accounting services effectively. As public accounting firms must operate independently, (i.e. they cannot be involved with any internal finance activities or functions if they are performing Public Accounting work), they welcome working with the finance leader operating inside of the organization who establishes strong finance activities, processes, recording keeping and planning.

Business Sherpa Group places the Finance Leader with the client so they can bring their own expertise and professional judgement in leading the function. As with all executive leaders placed through our BSG Executive Solutions, we do not provide any oversight or guide their work, but do provide them support by giving access to other business professionals or resources, such as bookkeepers, to round out the team if needed.

For absolutely clarity Business Sherpa Group does not provide legal advice or Public Accounting Services as defined in Section 2 of the Public Accounting Act, 2004 (Ontario) nor does Business Sherpa Group represent to be a Chartered Professional Accountant firm acting as a public accountant or doing public accounting as defined in Section 1 and Section 23 of the Chartered Public Accountants Act of Ontario, 2017 (Ontario). If you are looking for assurance or public accounting engagements then please contact a licensed public accounting firm. Business Sherpa Group is not a member firm of the CPA Ontario as defined in Section 1.1.32 in the Bylaws of the CPA Ontario nor does it practice public accounting nor accounting services to the public as defined in Sections 1.1.48 and 1.1.53 respectively in the Bylaws of the CPA Ontario.

Most of Business Sherpa Group’s Finance Leaders are CPAs (Chartered Professional Accountant) and hold this designation through the CPA Ontario. If a finance professional claims they are a CPA, BSG validates these credentials are current and the individual is in good standing with the CPA regulatory body at the time of first engaging with the Business Sherpa Group. A finance leader operates independently and as such if they hold and wish to maintain a CPA designation as a member of the CPA Ontario, he or she is individually and personally responsible for, meeting and maintaining the standards and obligations of the CPA Ontario. More information on CPAs and CPA Ontario can be found at

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