Liberty Horizons

What Liberty Horizons does

Liberty Horizons is a Toronto-based private professional services firm founded in 2019 that delivers fractional CFO, accounting, tax, and advisory services to growth-stage businesses. Its primary target is entrepreneurs and founders with $2M-$20M in revenue, with segment-specialized offerings for four verticals: real estate professionals with $1M+ GCI (including PREC setup), agencies with $50K+/month revenue, e-commerce brands at $100K+/month revenue, and law firms with $1M-$15M annual revenue. The service set bundles fractional CFO leadership, tax planning and compliance, monthly financial management and scorecard reporting, profitability and RevOps optimization, financial planning and cash flow forecasting, and fundraising and growth strategy support. Pricing is quote-based, determined per engagement through discovery calls, and engagements operate on monthly recurring cadences typical of fractional service contracts.

The firm operates with a small core team of approximately seven people. Its tech stack combines QuickBooks Online and Google Sheets with an internal 'AI production layer' that bundles agents, automations, and integrations to compress workflow from client intake to delivered work; the firm claims this allows a small team to operate at the throughput of a firm several times its size, although no external benchmarking supports this claim. A CTO is being actively recruited to own this production layer. Go-to-market is sales-led across all verticals, centered on industry-specific landing pages, direct outreach, discovery-call conversion, and word-of-mouth referrals. The 'What They Did Not Teach You in School' podcast serves as a top-of-funnel thought leadership vehicle. Leadership includes Chairman Anthony Lacavera (founder of WIND Mobile and Globalive Capital) and Managing Partner Anthony Chiaravalloti.

The firm is privately held with no disclosed institutional funding and ties to Globalive Capital and King Street Media through leadership and partnership roles. Headquartered in Toronto with stated operations in the US and Canada, Liberty Horizons has served 100+ businesses since 2019 with a self-reported 95% client retention rate.

Name

Liberty Horizons

Legal name

Liberty Horizons

Website

https://libertyhorizons.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Liberty Horizons is a Toronto-based fractional CFO and accounting firm founded in 2019, serving growth-stage entrepreneurs and SMBs with $1M-$20M revenue across real estate, agencies, e-commerce, and law firm verticals using an AI-augmented delivery model.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fractional CFO Services: Recurring fractional CFO engagement providing executive-level financial leadership, strategic planning, and operational guidance without full-time employment cost. Delivered as an embedded team member in client businesses.
2. Tax Optimization & Compliance: Proactive tax planning and filing services including corporate, HST/GST, and payroll tax compliance. Generates additional savings-based value through optimized tax strategies.
3. Bookkeeping & Financial Management: Monthly financial management, bookkeeping, payroll processing, and financial reporting services. Full-cycle accounting delivered as ongoing client service.
4. Industry-Specific Advisory: Specialized financial services tailored to specific industries (real estate, agencies, e-commerce, law firms) including practice area profitability analysis, inventory management, and sector-specific tax optimization.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Liberty Horizons is a venture studio that delivers fractional CFO services, tax optimization and compliance, financial planning and cash flow forecasting, monthly financial management scorecards, profitability and RevOps optimization, and fundraising and growth strategy to entrepreneurs with $2M-$20M in revenue. Services are delivered through dedicated client teams augmented by an internal AI production system and are tailored across four verticals: Real Estate, Agencies, E-commerce, and Law Firms.

Product overview

Liberty Horizons is a venture studio and professional services firm offering a tech-enabled suite of accounting, bookkeeping, and fractional CFO services for small businesses. The core offering consists of six integrated service modules: Fractional CFO Services, Tax Optimization & Compliance, Financial Planning & Cash Flow Forecasting, Monthly Financial Management & Scorecard, Profitability & RevOps Optimization, and Fundraising & Growth Strategy. These services are delivered across four industry-specific verticals—Real Estate, Agencies, E-commerce, and Law Firms—each tailored to the unique financial needs and challenges of that sector. The company pairs onshore accounting talent with AI-powered internal production systems to deliver white-glove service at scale. Additionally, the company produces the 'What They Did Not Teach You in School' podcast as a content and thought leadership vehicle.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services Executive-level financial and operational leadership provided on a fractional basis, giving businesses access to senior CFO expertise without the cost of a full-time hire. Designed for growth-stage companies with $1M-$20M in revenue.
• Tax Optimization & Compliance Proactive tax planning and compliance services that protect the bottom line through tailored strategies, deductions maximization, and regulatory adherence, including corporate, HST/GST, and payroll tax compliance.
• Financial Planning & Cash Flow Forecasting Scalable financial frameworks that enable growth while maintaining quality and efficiency through cash flow planning, forecasting, and scenario modeling.
• Monthly Financial Management & Scorecard Real-time financial visibility and reporting through monthly management and scorecard services, providing decision-ready insights into key business metrics.
• Profitability, Pricing, and RevOps Optimization Margin tightening and revenue engine optimization services combining operator expertise with financial analysis to optimize pricing and revenue operations for scale.
• Fundraising, Investment & Growth Strategy Capital raise, deployment, and multiplication advisory services for founders, including strategic guidance on investor relations and growth financing.
• Real Estate Financial Services Specialized accounting and finance services for real estate professionals with $1M+ GCI, including PREC setup, multiple revenue stream management, and tax optimization.
• Agency Financial Services Accounting and CFO services for agencies doing $50K+ monthly revenue, including project profitability analysis, headcount planning, and HST compliance.
• E-commerce Financial Services Fractional finance team services for e-commerce brands doing $100K+ monthly revenue, with focus on inventory forecasting, unit economics, and cash flow management.
• Law Firm Financial Services Specialized fractional finance team services for law firms with $1M-$15M annual revenue, including case profitability analysis and cash flow management.

Quantifiable outcome

• $20K average additional tax savings per client
• +3 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• GlobalivecoreStrategic or Co-development PartnerLinked through Chairman Anthony Lacavera, founder of Globalive Capital and Globalive Communications. Anthony's background includes founding WIND Mobile and receiving numerous business awards including PROFIT magazine's top ranking and CEO of the Year Canada 2010. The partnership provides entrepreneurial expertise and network access.
• King Street MediacoreStrategic or Co-development PartnerMark Simone serves as Director of Marketing at Liberty Horizons while also serving as Co-Founder and Lead Growth Strategist at King Street Media. The partnership provides integrated marketing expertise and cross-referral opportunities.
• Creator Club StudiosminorGTM or Marketing PartnerContent creation and production partner supporting brand storytelling and content marketing efforts. Listed as one of the partner logos on the About page.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO Canada: BDO Canada is a large full-service accounting and advisory firm that competes in the same CFO and tax advisory space as Liberty Horizons but serves a much broader client base across enterprise and SMB.
• KPMG Canada: KPMG offers CFO advisory, tax, and accounting services overlapping with Liberty Horizons' offerings, but at enterprise scale rather than focused on the $2M-$20M founder segment.
• QuickBooks Live (Intuit): Intuit's QuickBooks Live is a tech-enabled bookkeeping service for SMBs, directly competing with Liberty Horizons' monthly bookkeeping and financial management offerings at scale.

Direct peers

• Bench (now part of Employer.com): Bench offers subscription bookkeeping and financial reporting for SMBs with a tech-enabled service model; overlaps with Liberty Horizons' recurring bookkeeping and monthly scorecard offerings.
• Kruze Consulting: Kruze Consulting is a leading fractional CFO and accounting firm for venture-backed startups, directly mirroring Liberty Horizons' fractional CFO + bookkeeping model for SMB and growth-stage clients.
• Pilot.com: Pilot provides bookkeeping, CFO advisory, and tax services for startups and small businesses, combining human accountants with proprietary software — a near-direct functional comparison to Liberty Horizons' AI-augmented model.
• inDinero: inDinero provides fractional CFO, bookkeeping, and tax services to growth-stage companies, directly comparable to Liberty Horizons' core service stack for SMB founders.

Emerging players

• Botkeeper: Botkeeper combines AI and automation with human accountants for bookkeeping services, addressing the same SMB market with a more software-forward approach than Liberty Horizons.

Regional players

• CFO Capital: CFO Capital is a Canadian fractional CFO firm serving growth-stage and mid-market companies, directly comparable as a regional peer in Liberty Horizons' primary geography.

Others

• Xero (Advisors and bookkeepers ecosystem): Xero provides the underlying bookkeeping platform ecosystem used by many SMB accountants and bookkeepers; relevant as infrastructure and ecosystem context for Liberty Horizons' service delivery stack.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/libertyhorizons
• Instagraminstagram.com/libertyhorizons

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Liberty Horizons