Veritystrategic.ca

Fractional CFO Services, Vancouver, BC

Stop Guessing.
Start Growing With a Fractional CFO.

Revenue is flat, cash is tight, and your reports aren't giving you answers. Verity Finance & Ops provides strategic financial leadership, without the cost of a full time CFO so you can move from stalled to profitable.

3-Step
Success Roadmap
100%
Vancouver Based
360°
Business Diagnostic
⚡ Growth Focused CFO
What We Deliver
  • Top Down Business DiagnosticForensic review of every department to find where you're leaking
  • Strategic CEO & Operations PlanA custom roadmap built around your specific growth blockers
  • Prioritized Execution GPSKnow exactly what to fix and in what order by financial feasibility
  • Operational Turnaround SupportBridging the gap between your books and field operations

Meet The Founder

The Founder

Why I Started..

   “Ive been in your seat as a founder watching revenue grow while cash disappeared, and as a CEO turning around a business on the edge.”

Most Fractional CFO Services stop at the numbers. At verity strategic finance & ops we help you see past as well as find a way to solve the problem.

With 15+ years of experience building and helping companies, I provide the strategic clarity and early warning signals business owners were never taught to look for.

We don’t just report on the past, we build your future. By conducting a “top down” Diagnostic of your sales, staffing, and field operations, we find the root cause of stalled growth and deliver a prioritized strategic operations plan to fix them.

Whether you need a strategic finance partner to work alongside your current bookkeeper or accountant or a complete operational turnaround, we provide the visibility you need to lead with confidence.

Ed Stam

Founder & strategic Advisor 15+ Years Building &Fixing Businesses

Why Verity
More Than a Fractional CFO. A Growth Partner.

While most CFOs in Vancouver focus on protecting assets and compliance, we focus on unlocking growth through Strategic Finance and operational turnarounds.

Protection, Add Growth

Most CFO services in Vancouver stop at protecting your assets. We go beyond to use existing built assets to build and grow what's possible through strategic finance and operational discipline.

Collaboration, Not Competition

We work alongside your existing accountant or in-house team acting as the bridge between your books and field operations, making your current staff more effective.

Real World Turnaround Experience

Our expertise comes from real operational turnarounds not just boardrooms. We understand how businesses break in the field and how to fix them from the inside out.

Prioritized, Not Generic

Every recommendation is filtered through financial feasibility. No vague advice just a sequenced action plan calibrated to your cash position and growth stage.

The Problem

The "Fog" of Stalled Growth

You know something is wrong! Revenue is flat or cash is tight, but your current reports aren't lifting the fog. That fog has a name, and it has a cure.

You can feel it!
But you can't see it?

Strategic Clarity & Business Consulting, Vancouver

Most Vancouver business owners experiencing stalled growth assume they have a cash flow problem. But cash flow is rarely the root cause it's a symptom. The real issue is almost always buried deeper: in misaligned pricing, labor overruns in the field, a leadership gap, or departmental breakdowns that compound quietly until they become a crisis.

01

Financial Fog

Revenue is flat or cash is tight, but your current Vancouver business consulting or accounting reports aren't telling you why. You're flying blind with incomplete visibility.

02

Symptom vs. Root Cause

You might think you have a "cash flow problem" but that is almost always just a symptom of something deeper hiding in your operations or leadership structure.

03

Operational Leaks

Without Strategic Clarity, you can't see if the real issue is buried in misaligned pricing, field side labor overruns, or a leadership gap bleeding your margins.

04

Departmental Breakdowns

Problems often live in how jobs are managed in the field or how money is wasted in the office, invisible to standard financial reporting alone. When departments operate in silos, costs compound and margins erode quietly until the damage becomes undeniable.

Our Approach

Our 3-Step Success Roadmap

A "Top-Down" fix starting where strategy lives and working through to where execution happens. No generic advice. A GPS for your exact business.

1
Diagnose

Top-Down Business Diagnostic

Financial & Operational

We conduct a forensic review of every department from leadership and sales to staffing and field operations to pinpoint exactly where your business is leaking.

2
Strategize

Strategic CEO & Operations Plan

We build a custom roadmap: either a Strategic CEO Plan focused on leadership and vision, or a Strategic Operations Plan focused on field efficiency and project management.

3
Execute

Prioritized Execution

We don't just give generic advice. We prioritize your ideas by financial feasibility providing a "GPS" for your business so you know exactly what to fix, and in what order.

Ready to Clear the Fog?

Book a free 15-minute discovery call. We'll identify the top growth blocker in your business no obligation, no generic pitch.

How We Think

Real Problems & Real Solutions.

Here's what it looks like when we walk into a business and start asking the right questions.

Real World Example: Finding the Real Problem

"We have a cash flow problem."

A contractor comes to us with what looks like a cash flow crisis. But after walking through their books and reviewing field operations, we discover the real culprit: they're winning jobs and losing money on labor overruns and no one is tracking it in real time. The cash flow problem is just a symptom. The root cause is a project management gap costing them thousands per month. We name it, quantify it, and build the fix.

Real World Example: The "How" Instead of the "No"

"I want to hire another manager, but I don't think we can afford it."

A traditional CFO looks at the balance sheet and says "not right now." We ask a different question: Is this a good idea for the business? If the answer is yes, we build a scenario that shows exactly how to make it happen. What expenses to trim, where sales need to move, and when the new hire pays for itself.

−5%
Reduce operating expenses through identified inefficiencies
+12%
Targeted sales growth to cover the new salary within 90 days
Month 4
Projected break even point, new hire is fully self funded
Our Approach

What we do.. and what we don't.

What We Do

  • Analyze your financials to surface the root cause of stalled growth or cash problems
  • Conduct a top-down review of every department to find where the business is leaking
  • Provide scenario planning so you can see the financial outcome of a decision before you make it
  • Build a Strategic CEO Plan or Strategic Operations Plan tailored to your situation
  • Prioritize your ideas by financial feasibility and long-term impact
  • Advise on sales, staffing, marketing, and operational inefficiencies
  • Give you visibility and clarity a GPS for your business

What We Don't Do

  • We are not accountants we don't file taxes, reconcile accounts, or serve as your CFO
  • We don't manage your day to day operations for you
  • We don't replace your existing bookkeeper or CPA
  • We don't offer generic advice everything is built around your specific numbers and situation
  • We don't implement the plan for you. We arm you and your team with the strategy and the roadmap
  • We don't focus on just one area. We look at the whole business, not just one symptom

Your Results Start With One Conversation.

Every engagement starts the same way: a business owner who knows something is wrong... but can't see exactly what. If that sounds like your Vancouver construction or service business, the next step is a free 15-minute call. Custom solutions for clarity. No obligation.

What to Expect on the Call

  • We listen first. No scripted pitch
  • We identify what could be your growth blocker
  • We tell you honestly if we're the right fit
  • You leave with insights and next steps
Book Your Free 15-Min Call