Fractional CFO in Seattle, WA
One CFO for both sides of the border.
CFO-level leadership for owner-led manufacturers, contractors and project-based businesses in Seattle and the Puget Sound, with a focus on companies that work across the Canada–US border.
- Canadian companies expanding into Washington
- US companies with Canadian operations or owners
- Puget Sound manufacturers and fabricators
- Maritime suppliers and marine trades
- Contractors and specialty trades
What we see in Puget Sound businesses
- 01
Tax on revenue, not profit
Washington has no state income tax, but its B&O tax is charged on gross receipts, and Seattle adds its own. Thin-margin businesses feel it first, so it belongs in pricing and cash planning.
- 02
Two currencies, two rulebooks
Cross-border groups report in Canadian and US dollars, under different accounting standards. Numbers an owner can actually use take structure.
- 03
Long contracts, big customers
Maritime and aerospace suppliers work on long contracts with a few large customers, so customer concentration and cash timing are the risks to watch.
- 04
Busy contractors
Progress billing and retainage, and revenue recognized over time under ASC 606, need job costing and a work-in-progress schedule your bank and surety trust.
Cross-border by design
The One Clear Path: a clean baseline, clear targets and monthly CFO guidance, built around how and where you work.
Both sides of the border
Pricing, cash and reporting that work in Canada and the US, in both currencies.
On-site when it counts
Planning sessions, year-end and lender meetings in Seattle, a short trip from Victoria.
Alongside your US advisors
Your US CPA and tax advisor keep the filings. We add CFO-level decision support.
What Puget Sound owners ask us for
Seattle: common questions
Anything else? Call 778-651-9736 or book a Right-Fit Call.
Can a Canadian CPA act as our fractional CFO in Washington?
Yes. Fractional CFO work is advisory: management reporting, forecasting, pricing and decision support. US tax filings and any audit or review work stay with your US CPA, and we coordinate with them.
How does Washington’s B&O tax affect my business?
The B&O tax is charged on gross receipts, not profit, and Seattle has its own B&O tax on top of the state tax. Because it applies even when margins are thin, we build it into your pricing, margin analysis and cash forecast. Filing stays with your tax advisor.
Do you help Canadian companies expanding into the US?
Yes. We help plan the US operation’s reporting, pricing and cash, and coordinate with your tax advisors on both sides of the border.
How much does a fractional CFO cost?
Engagements are flat monthly packages, so there are no hourly surprises. The fee depends on the size of the business and the scope of work; we discuss it openly on the Right-Fit Call.
Start with a 20-minute Right-Fit Call.
No pitch. No pressure. Just a clear look at what’s happening in your business, and whether CFO-level support would materially help.