Financial Solutions for Every Stage and Need

From presonalized coaching to group programs and dedicated support, we offer consulting solutions that meet you where you are - empowering you business or nonprofit to thrive.

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Core Services

Core Services

Your business, your goals, your way. Our core services give you options—from hands-on coaching to self-paced learning and everything in between—because we know one size doesn’t fit all. Let’s get you the clarity, skills, and confidence to take control of your finances, however it suits you best.

Services
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1:1 Strategy or Coaching
Get personalized financial consulting to help you develop and execute a clear financial strategy tailored to your unique business objectives. Let's turn your goals into actionable plans!
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Self-Paced Program
Learn at your own pace with a structured program designed to sharpen your financial knowledge and decision-making.
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Group Coaching
Collaborate with others in our collaborative coaching sessions, where you can learn alongside peers, sharing insights, tackling challenges and elevating your gaining valuable insights into financial strategy and business profitability together.
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Retainer Services
Experience peace of mind with dedicated ongoing financial support with a trusted dedicated expert, providing continuous guidance, strategy implementation, and financial management to keep your business on track.
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Core Services

Specialized Services

For those big questions and complex challenges, our specialized services go beyond the basics. We’re here to help service-based businesses boost profitability and nonprofits make every dollar count, with tailored strategies that keep you growing, grounded, and ready for what’s next. Think of it as financial strategy advice with heart and hustle.

Services
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Profitability and Cash Flow Management for Service Based Businesses
Discover effective strategies designed to improve your business's profitability, optimize cash flow, price your services effectively and ultimately help you make more informed financial decisions.
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Financial Strategy for Service Based Businesses
Transform your business with tailored strategies that streamline financial planning and empower decision-making. Our approach ensures your business is equipped for  sustainable growth and long-term success.
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NonProfit Financial Leadership Coaching
Equip you with the skills and insights needed for effective Financial leadership. Gain the confidence to lead your organization's financial strategy and make impactful decisions.
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NonProfit Financial Strategy
Navigate the complexity of non-profit finance with our comprehensive financial leadership and strategy services designed specifically for non-profits, ensuring their financial health and sustainability while fulfilling your mission.
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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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001
What is financial consulting?

Financial consulting is a service that helps businesses and nonprofits assess their financial health and develop strategies to achieve their financial goals. Experts like FXO Consulting provide advice on profit management, cash flow, budgeting and risk management strategies. FXO Consulting is not an accounting, tax, or law firm and does not provide tax preparation, legal advice, accounting or auditing services.

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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 and impactful.