CFO & Strategic Advisory
On‑demand financial leadership for growing businesses
Our Approach
KitsWest Capital works with owner and management operated businesses, providing tailored and comprehensive finance and accounting support.
Our team partners with a diverse group of companies across multiple industries. We collaborate with strategic owners to build and execute a financial roadmap that strengthens performance and long‑term value.
This includes tightening financial processes, managing bookkeeping and accounting, producing clear monthly reporting and KPIs, developing dynamic budgets and forecasts, and identifying meaningful cost‑saving opportunities.
We operate as a true outsourced CFO, offering strategic financial leadership including support on M&A and capital raises, while maintaining a cost structure that is far more efficient than hiring a full‑time CFO or Controller.
Customized CFO & Strategic Advisory
Assess
A detailed financial diagnostic and needs assessment that informs a tailored service plan
Transform
Enhancing the finance function to support strategic priorities and deliver actionable insights
Scale
Ongoing, high‑quality support that helps measure performance, manage growth, and scale the business effectively
Service Offerings
Bookkeeping and Accounting: We manage day‑to‑day transactions, apply proper accounting methodology, and complete month‑end close and reconciliations.
Strategic Planning: We build a comprehensive financial plan that clarifies historical performance, projects future results, and aligns with long‑term goals.
Financial Visibility: We deliver accurate monthly reporting, track KPIs, and analyze key drivers against budget to support informed decision‑making.
Business Insights: We identify and monitor performance benchmarks and connect operational outcomes directly to financial results.
M&A Support and Transition Planning: We prepare businesses for sale, support succession planning, conduct hold‑versus‑sell analysis, and assist with M&A.
Liquidity and Cash Management: We monitor cash flow and implement strategies that strengthen liquidity and overall financial stability.
Back Office Management: We oversee bookkeeping and finance functions while improving processes and identifying cost‑saving opportunities.
Restructuring and Special Situations Advisory: We provide hands‑on CFO guidance during restructuring or financial stress, helping owners stabilize operations, protect value, and achieve the best possible outcome.
Capital Raise Preparation: We get your financials into a clean, organized, investor‑ready state so the business can enter a capital raise with clarity, credibility, and confidence.
Key Focus Areas
Flexibility
A flexible delivery model that scales with your business as needs evolve
Senior-Led
Senior‑level experience across the Office of the CFO, advisory, investing, and board roles
Clear Pricing
A predictable monthly pricing structure that provides high‑quality service without surprises
Hands-on Approach
A tailored, hands‑on approach that aligns with your specific goals and challenge
FAQs
At what stage should I consider a fractional CFO?
A fractional CFO becomes valuable when your business is growing, facing complexity, preparing for a transaction, or requiring better financial visibility and leadership.
What size companies does KitsWest Capital typically support?
We work with owner‑led businesses of various sizes, most commonly those generating meaningful revenue and seeking structured financial oversight.
Does KitsWest Capital replace my CPA or internal admin team?
We complement your existing resources. Your CPA continues to handle tax matters, while we manage financial operations, reporting, and strategic finance.
How does a fractional CFO help increase enterprise value?
By improving financial clarity, strengthening processes, preparing for due diligence, and aligning operations with value‑driving metrics.
Is fractional CFO support still relevant if I am not planning to sell or raise financing?
Yes. Most of our work focuses on improving performance, visibility, and decision‑making, regardless of whether a sale or financing is planned.
What additional capabilities does KitsWest Capital offer beyond financial reporting?
We support strategic planning, M&A, budgeting, forecasting, cash management, and operational insights that tie directly to financial outcomes.
How does pricing work?
We offer a predictable flat monthly structure tailored to your needs, avoiding the unpredictability of hourly billing. A Supplementary engagement may be required should the Company wish for KitsWest to help conduct a capital raise / debt financing or M&A subject to those service lines.
How often will I interact directly with KitsWest Capital?
You will have consistent access to senior‑level support, with communication frequency tailored to your business needs.
Will my information remain confidential?
Yes. Confidentiality is fundamental to our work and is maintained throughout the engagement.
