fractional cfo, controller, and compliance officer.
Embedded finance and compliance leadership for growth-stage companies, fintechs, and MSBs across Canada. From month-end close and financial reporting, to forecasting and board work, to your named FINTRAC compliance officer. CPA, CFA, and CAMS, working inside 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. Forecasting and runway, board and investor reporting, capital raise readiness, and treasury, led by a CPA and CFA charterholder who has been the CFO of a publicly listed company.
Fractional CFO services →fractional controller
Month-end close, financial statements, audit readiness, controls, and systems run by a CPA who has been the corporate controller. For companies that have outgrown bookkeeping but are not ready for a full-time hire.
Fractional controller services →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.
Outsourced compliance officer →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 →every advisory service, in one place.
Finance
fractional finance team
CPA and CFA-led finance leadership for Canadian growth-stage companies. Forecasting, board and investor reporting, capital raise readiness, and treasury, embedded with your team at a fraction of a full-time hire.
Fractional ControllerMonth-end close, financial reporting, audit readiness, and controls run by a CPA who has been the controller. Outsourced controller services for companies that have outgrown bookkeeping.
Compliance
fintrac and aml compliance
Your named compliance officer. CAMS-certified, embedded with your team, handling AML/ATF program design, FINTRAC reporting oversight, and banking partner liaison.
Crypto MSB ComplianceCrypto compliance that keeps you registered. Named CAMLO, AML/ATF program design, STR filing, wallet-level analysis, and FINTRAC administration for virtual currency dealers.
Effectiveness ReviewsEffectiveness reviews that keep your registration intact and your bank satisfied. Independent compliance program assessment under the PCMLTFA.
Armoured Car ComplianceArmoured car compliance under the PCMLTFA. FINTRAC registration, named compliance officer, full program build, and effectiveness review preparation for newly reportable entities.
Review ReadinessDon’t wait for the reviewer to find the gaps. Pre-review gap analysis, remediation, and preparation for your FINTRAC compliance effectiveness review.
FINTRAC RegistrationFrom registration to fully compliant. End-to-end FINTRAC MSB registration, compliance program build, and named compliance officer appointment for new and non-resident MSBs.
FX Dealer ComplianceForeign exchange compliance built for dealers who move money. Named compliance officer, AML/ATF program, FINTRAC reporting, and KYC framework for FX operations.
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.
How Long Should Month-End Close Take? Benchmarks for Canadian Companies
How long month-end close should take: APQC's benchmark puts the median at about six calendar days. What a close includes, signs yours is too slow, and when a fractional controller fits.
Fractional Controller Cost in Canada vs a $150K Full-Time Hire
What a fractional controller costs in Canada, against Robert Half's 2027 controller salaries in Edmonton, Calgary and Vancouver, and the signs you need one.
Outsourced Compliance Officer for MSBs: Cost and When to Hire
Four credit unions fined in one day for stale policies. What an outsourced compliance officer (CAMLO) does for an MSB, what it costs, and when to hire one.
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.