Fractional CFO for founders
Pursuing growth that lasts.
I work with founders one to three years into their business to bring clarity to their finances, in the company and at home, so the choices you make today still hold up years from now.
Start here
Why I do this
You have a unique gifting to build your business. I work alongside you on the money, so your energy goes into the work only you can do.
What I do
What I actually do
Your business and personal finances are an interconnected system. I create strategy to make that system run smoothly.
Your business
Understanding and steering your company
- Numbers in plain language
- Cash runway, and when to act
- Budgets, forecasts and fundraising
Your life
Planning your own finances around the business
- Tax, planned ahead
- Savings, RRSP and TFSA
- Insurance and the bigger goals
Where they meet
Decisions that touch both
- How much to pay yourself, and how
- When to reinvest
- When to take money out
One of my favourite trees in Calgary
About
Who you'd be working with
Steven Lipp
I studied finance and economics, spent five years as a manager in a fast-growing Calgary business working alongside its founder, then two years in wealth management and financial planning. I've seen a growing company from the inside, and I've built plans for the people behind one.
- Education
- BBA, majors in finance and economics, Mount Royal University
- Business
- 5 years as a manager in a fast-growing Calgary business
- Personal
- 2 years in wealth management and financial planning
How it works
How working together works
Most founders work with me monthly. Some start with a one-off project, such as fundraising prep, and carry on from there.
The intro call
Fit
Who this is for
A good fit
- Founders one to three years in, with real traction
- A business that has outgrown the spreadsheet
- Personal money tied up in the company
Not the right fit
- Ideas that haven't launched yet
- Companies that need a full in-house finance team
Start with a conversation.
20 minutes to hear your story and see if we're a good fit.
Book an intro callSteven