fractionalcfo/cco.
From basic accounting and compliance support to fractional chief financial officer (cfo) + chief compliance officer (cco) services, and everything in between, embedded with your team.
Advisory services
finance leadership and compliance execution, side by side.
Rockwell Advisory combines fractional CFO support, outsourced compliance officer capacity, FINTRAC compliance consulting, and MSB registration work for operators that need senior judgment and daily execution in the same operating rhythm.
Fractional CFO
Financial reporting, forecasting, board packages, capital planning, cash discipline, and finance leadership for growth-stage teams.
Fractional CCO and CAMLO
Compliance officer support for MSBs and reporting entities that need AML ownership, monitoring cadence, and defensible evidence.
FINTRAC and AML compliance
AML program design, KYC/KYB workflows, risk assessment, reporting oversight, training, and examination readiness.
MSB registration
FINTRAC registration preparation, service mapping, business model review, renewal support, and registration clean-up.
fractional cfo
Embedded financial leadership without the full-time cost. Our team of CPA and CFA charter holders build and run your finance function, from bookkeeping and reporting to board-level strategy and investor communications.
fractional cco + camlo
AML/ATF program design, FINTRAC registration and reporting, PCMLTFA policy development, KYC/KYB frameworks, and ongoing compliance monitoring. Our team of CAMS-certified compliance officers keep you compliant so you can keep moving.
capital raise advisory
Data rooms, pitch decks, financial models, and investor introductions. We prepare you for diligence and guide the process from term sheet to close.
financial modeling & strategy
Three-statement models, scenario analysis, unit economics, and runway planning. Built for founders who need to make real decisions with real numbers.
bitcoin treasury strategy
Corporate Bitcoin treasury design, custody architecture, accounting treatment, and board education. Model your scenarios at btcmodl.com.
Explore the Bitcoin Treasury Calculator →Compliance Insights
enforcement lessons, translated into operations.
Our compliance library turns FINTRAC penalties and regulatory updates into practical notes for program design, reporting oversight, KYC/KYB, training, monitoring, and effectiveness review readiness.
Bank of Canada's June Hold: CFO Lessons for Cash Flow, Forecasts, and Margin Discipline
The Bank of Canada maintained the policy rate at 2.75% on June 10, 2026 while warning that trade uncertainty, inflation pressure, and investment weakness still matter. For SMEs, the practical response is better cash visibility, forecast discipline, margin review, and board-ready finance reporting.
FINTRAC's Mortgage Sector Scenarios: Compliance Lessons for Brokers, Lenders, and Administrators
FINTRAC's mortgage-sector scenarios show how AML obligations split across brokers, lenders, and administrators. Mortgage businesses should turn the examples into clear KYC, beneficial ownership, third-party, receipt-of-funds, monitoring, and evidence workflows before an examination asks for the file.
FINTRAC Beneficial Ownership Rules: Why KYB Evidence Now Needs an Operating Workflow
FINTRAC's beneficial ownership guidance was modified June 16, 2026 and reinforces a practical lesson for reporting entities: KYB is no longer just a collection step. It needs source evidence, confirmation cadence, discrepancy escalation, corporation-key capture, and compliance officer review.
builtforfounderswhomovefast.
Whether you're raising your first round or preparing for an IPO, we scale with you. Our Rockwell Advisory practice covers every stage of company growth.
let'stalknumbers.
Ready to build with better finance and compliance? Let's start with a conversation.