Ready to Transform your Financial Future? Let’s Talk!

Whether you’re looking for 1-on-1 financial strategy and coaching, dynamic group sessions, or a self-led program to sharpen your financial edge, we’ve got you covered. At FXO Consulting, we help you make smarter money moves that drive growth and success. No jargon, no fluff—just actionable insights that work for your business or nonprofit.

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What is financial literacy?

Financial literacy is the ability to apply key financial concepts effectively in your business or nonprofit. This includes knowledge of financial statements, budgeting and investment analysis. FXO helps encourage financial education and literacy as financial literate Founders and Leaders can make better, more informed decisions. 

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What is a financial strategy?

A financial strategy is a comprehensive plan that outlines how a company will manage its financial resources to achieve both its short term and long term goals. Financial strategies include assessments of current financial position, setting clear objectives and developing steps to optimize future revenue generation, manage expenses and mitigate financial risks. 

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How do I know if I need financial consulting?

Clients often come to FXO if they are facing business challenges such as inconsistent cash flow, difficulty in meeting financial obligations, lack of clarity in financial reporting or ineffective strategies for growth and profitability. Clients also trust FXO during times of significant change such as expansion, mergers, restructuring or acquisitions. Engaging a Financial consultant can help you as a Founder or Business Leader make more informed financial decisions to ensure your business remains competitive.  

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As a small business owner whose business scaled rapidly in the first 3 years, finances have always felt scary. Carleen is extremely knowledgeable and easy to work with. I have had a bookkeeper and a(n accountant) this whole time but I have never truly received any guidance like this before. I hope you get to work with Carleen. I highly recommend her services.
Aashima Verma
Founder and Director
AV Marketing Inc.
Our experience working with FXO on our financial and growth strategy has been outstanding. Their team brought a level of expertise and clarity that helped us to make informed decisions and implement sustainable solutions.
Anna Hil
Co-Founder and Co-Director
Together Project, a MakeWay Charitable initiative
Carleen has helped us better understand our overall financial picture in a way that is approachable, friendly and accurate. Her insights have been invaluable.
Tobi Day-Hamilton
Managing Director and Principal
Streetwise
Carleen provided incredible valuable insight into operational efficiencies and new business initiatives. I found Carleen to be a real and valued financial voice.
Reg Bronskill
Chairman & CEO
The Bronskill Group
Having a skilled professional at the table is a must to take business of any size to the next level. Carleen is incredibly insightful and helped us uncover new financial opportunities that we hadn’t even contemplated.
Jozef Winter
Senior HR Consultant
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