CALGARY · FRACTIONAL CFO & ACCOUNTING

Financial clarity.
Stronger
decisions.

Senior financial expertise, with the flexibility your business needs. A hands-on CFO and accounting partner, without the full-time commitment.

Let’s talk about your business

Richard KorzeniewskiCPA · CFA · MBA

Calgary’s downtown skyline
INDEPENDENT ADVICE.LOCAL PERSPECTIVE.
ROOTED IN CALGARY

A broader view.
A clearer way forward.

Photo: AceYYC · CC BY-SA 4.0 (opens in a new tab)↓

Experience you can
build on.

CPAChartered Professional Accountant
CFAChartered Financial Analyst
MBAIvey Business School · Western

01 / EXPERTISE

The right expertise.
Where you need it.

From the detail of your financial statements to the decisions that shape your business, get experienced support at the level you need.

01

Fractional CFO

A senior finance partner to help you interpret performance, weigh your options and make informed decisions.

STRATEGY & FINANCIAL LEADERSHIP
02

Accounting & financial statements

Hands-on, full-cycle accounting and financial statements that give you a clear picture of your business.

THE FINANCIAL FOUNDATION
03

Board reporting & KPIs

Bring the numbers into focus with reporting packages and performance measures that support meaningful conversations.

INSIGHT & ACCOUNTABILITY
04

Audit coordination

Keep the audit process organized, with support preparing financial information and coordinating with your auditors.

PREPARATION & COORDINATION
05

Banking & lender support

Financial reporting and analysis to support your banking relationships and discussions with lenders.

FINANCING RELATIONSHIPS
06

Acquisitions & financing

Financial analysis and deal support when you’re evaluating an acquisition or pursuing financing.

DECISIONS THAT MOVE YOU FORWARD

BUILT AROUND YOUR BUSINESS

A few days a month.
A valuable perspective all year.

For owner-operated companies and larger organizations in Calgary that need an experienced controller or CFO on a flexible basis.

Find the right fit

02 / YOUR ADVISOR

Richard KorzeniewskiCPA · CFA · MBA

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Senior experience.
Personal commitment.

Work directly with the person responsible for your numbers—and the advice behind them.

My experience spans private companies, a TSX-listed environmental services firm, start-ups and a non-profit. That breadth brings perspective to both day-to-day financial work and the decisions that deserve a closer look.

Through Korz Advisory, I provide practical CFO, controller and accounting support tailored to what your organization needs.

GRADUATE EDUCATION

MBA, Ivey Business SchoolWestern University

UNDERGRADUATE EDUCATION

Bachelor of CommerceUniversity of Calgary

03 / LET’S CONNECT

Your next chapter.
Let’s put numbers to it.

Tell me a little about your business and where you could use support. We can start with a conversation.