The Finance Group

What The Finance Group does

The Finance Group (tFG) is a women-owned, Toronto-based professional services firm founded in 2022 by co-founders Donna Gliha (President) and Dorothy Zubel (CEO, CPA, CMA). The firm delivers fractional CFO, finance and accounting, payroll, and human resources services to small and mid-market businesses across Canada and the United States, with a remote-first delivery model and a team of 40+ professionals including 25+ CPAs. Service lines include Fractional CFO (strategic planning, M&A support, investor relations), Finance & Accounting (controller, bookkeeping, system implementations), Payroll (leadership, processing, compliance), Human Resources (advisory, generalist, HRIS), Fractional CEO/COO services, Permanent Placement and Public Accounting Recruitment, plus a 'Hire a Team' deployable offering that promises assembled finance teams within two weeks. Since founding, the firm has reported 300+ cumulative clients and 30+ industry verticals served, with case studies spanning manufacturing, construction, transportation, non-profit, retail, and SaaS.\n\nThe firm's technology approach is centered on multi-platform ERP and accounting system expertise rather than proprietary software: it supports and implements QuickBooks, Xero, NetSuite, Sage Intacct, SAP, Deltek, Yardi, AppFolio, Blackbaud, Procore, and Toast, and delivers KPI dashboards and analytics using Power BI and Looker. Integrations extend into payment/billing (Plooto, Bill), expense management (Ramp, Float), payroll (ADP, Ceridian, Payworks, Wagepoint, Gusto, Rippling, UKG), and SaaS analytics (SaaSOptics). No proprietary technology platform or AI/ML product is disclosed; the firm's differentiation rests on the credentials of its professional staff and the breadth of its systems expertise.\n\nThe business model is primarily subscription-recurring for ongoing fractional CFO, finance and accounting, payroll, and HR engagements, supplemented by managed services for project-based 'Hire a Team' deployments and professional-services fees for permanent placement and public accounting recruitment. Pricing is customized and quote-based, ranging from a few hours per week to full-function fractional leadership. GTM is sales-led and consultation-driven, beginning with a free diagnostic, supported by content marketing, case studies, LinkedIn presence, and client referrals. The firm operates exclusively through direct engagement with no third-party resellers or marketplaces, and currently reports no outside institutional investors or funding rounds, indicating bootstrapped growth.

Name

The Finance Group

Legal name

The Finance Group

Website

https://financegroup-global.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

The Finance Group is a women-owned, Toronto-based fractional finance firm founded in 2022. It delivers remote-first fractional CFO, accounting, payroll, and HR services to 300+ SMB and mid-market clients across Canada and the United States via a team of 40+ professionals including 25+ CPAs.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices25 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fractional CFO Services: Part-time, fractional CFO and finance leadership services provided to businesses on an ongoing basis. Services include strategic planning, cash flow management, risk assessment, M&A support, and investor relations. Delivered remotely by experienced CFOs.
2. Finance & Accounting Outsourcing: Ongoing bookkeeping, controller services, financial analysis, and accounting system implementations. Services are tailored to business size and complexity, from day-to-day transaction management to complex financial reporting.
3. Payroll Services: Payroll leadership, processing, compliance audits, and system implementations. Services include payroll runs, tax withholdings, remittances, year-end filings, and benefits administration.
4. HR Services: Fractional HR leadership, generalist support, HRIS implementation, benefits assessments, and compensation consulting. Provided on-demand without long-term commitments.
5. Permanent Placement: Full-time finance and accounting recruitment services placing CFOs, VPs of Finance, Controllers, and accounting professionals directly into client organizations. One-time placement fees for permanent hires.
6. Project-Based Finance Teams: Deployable finance teams for specific engagements including multi-year cleanups, integrations of new companies, preparing businesses for sale, systems implementations, finance transformation, and audit assistance. Fixed-scope project engagements.
7. Fractional CEO/COO Services: Operational strategy, execution, process implementation, team development, risk management, and M&A/exit planning services delivered by fractional executives.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

The Finance Group provides fractional, part-time, and interim finance and accounting services to businesses across North America. Its core offerings include Fractional CFO leadership, outsourced Finance & Accounting (controller, bookkeeping, ERP implementation), Payroll management, Human Resources advisory, and Fractional CEO/COO services, delivered by a remote-first in-house team of 40+ finance professionals.

Product overview

The Finance Group (tFG) offers a portfolio of fractional, part-time, and interim finance and accounting services organized around five core pillars: Fractional CFO (strategic financial leadership), Finance & Accounting (controller, bookkeeping, and ERP implementation), Payroll (leadership, processing, and system implementations), Human Resources (advisory, generalist, and HRIS), and Fractional CEO/COO (operational leadership). The company also provides permanent placement recruitment, public accounting recruitment, and a rapid-deploy Hire a Team offering. All services are delivered by an in-house team of 40+ finance professionals and are available to businesses across Canada and the USA at various scales (small, medium, and large). Diagnostics serve as an entry point to identify client needs before assigning the right-sized fractional support.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services Part-time, fractional Chief Financial Officer support including strategic planning, cash flow planning, investor relations, risk management, financial reporting, process optimization, M&A advisory, and long-term growth planning. Offered as an alternative to full-time executive hires for businesses across Canada and the USA.
• Finance & Accounting Services Outsourced finance and accounting support including controller services, senior financial analysis, bookkeeping, and accounting system implementations, designed to streamline financial operations for businesses across Canada and the USA.
• Controller Services Fractional corporate controller services ensuring finance operations are accurate, efficient, and compliant. Covers month-end close, financial statements, internal controls, budgeting, variance analysis, audit preparation, and ERP optimization.
• Bookkeeping Services Part-time bookkeeping support for day-to-day transaction management including accounts payable/receivable processing, bank reconciliations, general ledger maintenance, expense tracking, and month-end close preparation.
• Accounting System Implementations ERP and accounting software implementation services covering needs assessment, system selection, chart of accounts design, data migration, system configuration, integration with payroll/CRM/ERP, user training, and post-implementation support.
• Payroll Services Fractional payroll management services including payroll leadership, payroll processing, compliance audits, payroll system implementations, year-end filing, and benefits administration for businesses in Canada and the USA.
• Payroll Leadership Strategic oversight of payroll function and compensation practices including governance, risk mitigation, vendor evaluation, integration with HR/finance/workforce planning, audit readiness, and executive reporting.
• Payroll Processing

Quantifiable outcome

• 300+ clients helped across North America
• +2 more outcomes

Named customers9 records

Segments20 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration40 records

AI capability2 records

Scale indicators10 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Ignite Spot: Ignite Spot provides outsourced accounting, bookkeeping, and CFO services to SMBs in the US. It is a comparable outsourced-finance competitor, operating on recurring monthly engagements similar to The Finance Group's subscription model.
• Kruze Consulting: Kruze Consulting provides fractional CFO, accounting, and tax services primarily to venture-backed startups in the US. Its subscription model, focus on growing businesses, and CFO-as-a-service positioning closely mirror The Finance Group's fractional CFO offering.
• 1-800Accountant: 1-800Accountant is a US-based accounting and advisory firm serving small businesses with bookkeeping, tax, and CFO-advisory services. Its SMB focus, subscription pricing, and remote delivery model make it a relevant competitor in the outsourced fractional finance market.
• CFOshare: CFOshare is a US fractional CFO firm providing part-time CFO, controller, and bookkeeping services to small and mid-sized businesses. Its service mix and target customer profile (SMB/mid-market needing senior finance leadership without full-time hires) closely overlap with The Finance Group.
• Pilot: Pilot is a US-based provider of bookkeeping, accounting, and CFO services for startups and high-growth businesses. It is one of the most direct comparables to The Finance Group's fractional CFO and outsourced accounting offering, though it focuses more on the startup/SaaS segment and is venture-backed.
• Belay Solutions: Belay Solutions is a US-based virtual services firm offering fractional CFO, bookkeeping, and accounting support to SMBs and growing businesses. Like The Finance Group, it leverages a remote delivery model and recurring engagements to deliver outsourced finance leadership.

Broad incumbents

• Baker Tilly Canada: Baker Tilly is a Canadian accounting and advisory firm with significant SMB and mid-market presence. Its outsourced CFO, controller, and bookkeeping services overlap with The Finance Group's core offerings, particularly within Canadian mid-market and NFP/construction verticals.
• BDO Canada: BDO Canada is a large Canadian accounting and advisory firm offering audit, tax, and outsourced CFO/controller services. While not a fractional-only firm, it competes for mid-market and large-business fractional and project-based finance engagements that The Finance Group also targets.
• KPMG Canada: KPMG Canada provides audit, tax, and advisory services including outsourced finance leadership for mid-market and large enterprises. As a Big 4 firm, it competes with The Finance Group for higher-end fractional CFO and finance transformation engagements in Canada.
• MNP LLP: MNP is a major Canadian accounting, tax, and business advisory firm with deep SMB and mid-market presence across Canada. Its outsourced accounting and CFO advisory practice overlaps with The Finance Group's domestic Canadian target market and vertical expertise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-finance-groupglobal

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Finance Group