Financial clarity,
without the full-time cost
Transform Your Business with Expert CFO Services
Tailored financial strategies, comprehensive reporting, and strategic planning designed to meet your evolving business needs.
At LMCFO Services, we specialize in providing strategic CFO services designed to help growing businesses achieve financial clarity and operational success. With our expertise in strategic financial planning, process optimization, risk management and compliance, and more, we empower organizations to optimize their financial performance and reach their goals.
What You’ll Gain:
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Enhanced Profitability: We develop tailored financial strategies that drive growth and efficiency.
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Informed Decision-Making: Gain insight and clarity with comprehensive financial analyses and the expertise to see your full financial picture.
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Operational Efficiency: Achieve streamlined processes and practices that reduce costs and improve overall performance and support future growth.
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Strategic Growth Insights: Benefit from actionable insights that help you identify and seize new business opportunities.
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Strong Stakeholder Relationships: We cultivate partnerships that support your business objectives and drive growth.
“Working with Lisa, I consistently observed strong, steady leadership grounded in open and transparent communication. She remained calm and decisive under pressure, clearly articulating complex issues and setting a tone of trust and accountability across all stakeholders. Lisa’s stoic, results-focused approach made challenging engagements run smoothly and successfully.”
Barry Burke, Digital Health Executive
Core Services
STRATEGIC FINANCIAL PLANNING
Align your financial strategies with your business vision to achieve long-term success.
TREASURY & CASH MANAGEMENT
Oversee cash flow and manage liquidity to ensure timely payments and maintain sufficient working capital.
RISK MANAGEMENT & COMPLIANCE
Identify and mitigate potential financial risks and navigate complex regulations to safeguard your organization effectively.
FINANCIAL REPORTING & TRANSPARENCY
Establish robust reporting systems that foster trust and support informed business decisions.
PROCESS OPTIMIZATION
Design scalable processes that improve efficiency and profitability, preparing your business for future growth.
CAPITAL & GROWTH OPPORTUNITIES
Secure financing and prepare compelling financial projections to position your business for expansion and new opportunities.
“Lisa was a trusted strategic partner to me and our Board during a highly complex period. Her financial leadership directly drove critical decisions on cost containment, workforce optimization, and capital timing—resulting in $4.6M in staff savings and a sustained $500K annual reduction in occupancy costs. She built strong lender relationships, delivered clear financial models and forecasts, and played a central role in restructuring and sale-related initiatives. Her leadership of our ERP transition eliminated inefficiencies and generated $175K in annual labour savings. At every stage, Lisa brought rigor, clarity, and confidence to executive and board-level decision-making. I would recommend her without hesitation."
Glenn Gale, former CEO, HealthHub Solutions & Digital Health Executive
How It Works
STEP ONE
We assess your current financial landscape.
STEP TWO
We develop a tailored strategy that suits your unique needs.
STEP THREE
Together, we implement solutions that deliver results.
STEP FOUR
Review results and assess whether further optimization is required.
Is your business ready for strategic financial guidance?
Book a free consultation now to discuss how we can support your financial journey.
Our Story
Our mission is simple: to empower businesses with the financial insights and strategies needed to succeed. Founded by Lisa Mason, a dedicated CFO with over a decade of experience, our focus is on delivering real, measurable outcomes for our clients.
Growing up in a small farming community, Lisa witnessed the hard work and determination of local entrepreneurs. Many small businesses lacked the budget for a full-time CFO, yet they played a vital role in supporting families and enriching the community. This experience instilled in her a deep appreciation for the importance of small businesses and a desire to help them succeed without straining their financial resources. Lisa’s journey has led her to become a philanthropist, starting her own non-profit and being involved in various others, positioning her with a deep understanding for flexibility and tailored strategies that address the unique challenges faced by organizations of all sizes and means.
Lisa is recognized for her strategic vision, integrity and collaborative leadership style that supports both short and long-term business objectives. She leads with a commitment to upholding the highest standards of corporate governance and ethical financial stewardship.
At LMCFO Services, we bring a unique touch to financial leadership, partnering with small-to-mid-sized businesses to provide the strategic support they need to grow and succeed without compromising their budget.
Why Choose Us?
LMCFO services believes in putting our clients first and tailoring our services to meet their specific needs. With over a decade of experience in financial leadership across various sectors, including healthcare, hospitality, technology, service-based businesses, and nonprofit organizations, we understand the unique challenges faced by small-to-mid-sized businesses. Our collaborative approach ensures that we work closely with you, providing the support necessary for both immediate and long-term success.
With a commitment to ethical financial stewardship and a strategic vision, we strive to uphold the highest standards of corporate governance.
Partner with us, and together we'll navigate the complexities of finance.
