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Senior Financial Leadership, Without the Full-Time Commitment

TCOBI provides experienced fractional CFO, controller and project-based financial leadership to businesses and not-for-profit organizations navigating growth, change and financial complexity. Our network of senior financial professionals brings practical expertise tailored to each organization’s needs, from ongoing part-time support and transitions to specific financial projects.

How TCOBI Helps

Helping leaders succeed faster

  • Leaders define what success means to them
  • Often leaders will be able to succeed on their own – with our involvement we want to help them reach their goals faster and easier

Team approach

  • We bring in the right level of expertise at the right cost for the situation
  • Our work is reviewed by senior team members before it reaches the client

Tailored solutions

  • Full-time need fulfilled by team approach
  • Interim need fulfilled by members who have done that full-time role previously
  • Transitional situations – evaluating current situation, recommending what is required, implementing the solution and keeping the business running smoothly throughout
  • Project work – system conversions, sales, acquisitions, due diligence, project management

Types of CFO services

  • Full-time – fulfilled by team approach and part-time virtual
  • Fractional or part-time – can be part-time virtual
  • Virtual – little or no physical presence is required
  • Transitional – improve the situation, prepare the client to succeed on their own and complete the assignment

About

TCOBI has been providing senior financial and leadership expertise to a variety of organizations in a number of different industries for 40+ years. With the assistance of associates in different disciplines, TCOBI has led assignments ranging from full time, transitional and fractional CFO roles, project work, term assignments, and controller roles.

Recent assignments:

  • Replacing full time finance director roles at multiple social service agencies with a part-time, part-virtual team solution with higher quality service at comparable cost.
  • Controller transitions – what happens if your controller gives their notice? TCOBI can quickly acquire key knowledge from outgoing controller, cover you during the transition period and help you find the best long term solution. We are simultaneously covering 3 controller transitions that occurred within 2 weeks of one another.
  • Training, coaching, mentoring 3rd generation leaders of family owned business, providing financial analysis, budgeting and cash management support.

Leading organizations through rapid change has been at the heart of all of TCOBI’s assignments.

 

Past assignments:

  • CFO – Dejero Labs Inc.
  • Interim CFO – Canaccede Financial Group
  • Accountant – Canadian Green Power Investment and Management Services Inc.
  • Controller – Greenfield start-up pharmacy and medical clinic
  • Contract COO – Agri business
  • CFO – Food Ingredient Distributor and Manufacturer
  • Interim CFO – Food manufacturer
  • COO – Law firm
  • Finance lead – Integration of an acquisition into a public food company
  • Interim VP Finance – Consulting engineering firm
  • Interim Executive Director – National fund-raising and service foundation
  • Interim Controller – Social service agency and foundation
  • Search assignments – Senior finance level
  • Process mapping and improvement projects – Two hospitals, one university
  • Numerous consulting and contracting engagements with several entrepreneurial enterprises and non-profits
Financial Leadership for Not-for-Profit Organizations

Not-for-profit and social service organizations face complex financial responsibilities while operating within limited budgets. Recruiting and retaining experienced financial leadership can be challenging. TCOBI provides flexible CFO and controller support to strengthen financial oversight, manage transitions and meet reporting responsibilities. Our experience includes board reporting, budgeting, forecasting, funding-related reporting, operational improvement and support for executive directors during periods of change. We work alongside existing leadership teams to provide practical financial expertise suited to the organization’s needs.

Why
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is better

We have extensive experience in a wide range of industries, from entrepreneurs and multi-nationals, to non-profits and boards. Your office or ours – we can work wherever needed. If your team needs training or mentoring, we have lots of experience in that too. From one-on-one to whole training systems.

So rest easy knowing that you are in good hands.

An Experienced Network of Financial Professionals

TCOBI brings together senior financial professionals with backgrounds across a range of industries, organizations and leadership roles. Rather than offering a one-size-fits-all team, TCOBI matches each engagement with professionals whose experience is relevant to the assignment. The network supports fractional financial leadership, transitions, special projects and ongoing financial management.

Leroy Innanen

Leroy brings extensive financial and executive leadership experience to organizations navigating growth, change and complex business challenges. As founder of TCOBI, he provides practical financial guidance and leads tailored engagements that help organizations move forward with confidence.

Brian Pooley

Brian is an experienced CPA, CA with expertise in complex financial assignments and leadership. He brings strategic thinking, financing knowledge and entrepreneurial experience to organizations facing important business decisions.

James Weverink

James brings experience in public accounting and senior financial leadership, including roles with a Big Four firm and charitable organizations. He helps organizations strengthen financial operations, navigate change and plan for sustainable growth.

TCOBI associates

We bring in the right people with the right level of experience for your assignment.

Lynne Campbell

Lynne brings extensive controller and accounting experience, with a strong background in financial operations and process improvement. She helps organizations strengthen financial reporting, solve operational challenges and support accounting teams.

Dana Innanen

Dana specializes in financial analysis, reporting and financial modelling. He develops customized financial reports and models that help organizations understand performance and make informed decisions.

Cindy Lee

Cindy brings more than 45 years of accounting experience, including extensive work in assistant controller roles. She provides practical accounting expertise and a detail-oriented approach to supporting everyday financial operations.

Tom Currie

Tom brings more than 20 years of financial leadership experience in the life sciences and professional services sectors, including senior roles with Pharmanet and Alimentiv. He provides fractional CFO and consulting support to help organizations strengthen financial strategy, improve operations and support sustainable growth.

20
YEARS EXPERIENCE
80
HAPPY CLIENTS
100%
SATISFACTION
Celebrating 20 Years

For 20 years, TCOBI has helped organizations navigate financial leadership needs, transitions, growth, change, and special projects. From fractional CFO support to complex leadership transitions, our work has focused on helping leaders move forward with clarity and confidence.

What Our Clients Have To Say

Leroy, I just wanted to say thank you for being the awesome Human you are, TCOBI has been a blessing to our organization, and I can attest not only to the alleviated stress, but to having more ‘joy’ and fun through all these projects because we have good information and great expertise.  I appreciate you.

Leroy preceded me by a couple of months in a social service agency that I was brought into as a supervisor. Although I knew Leroy previously, I had not worked with him. We had a heavy change agenda and I quickly realized that I could rely on Leroy to not only take care of everything financial but also to support other leaders with significant developmental projects. Subsequently, his competency and attention to detail was invaluable through the laborious process of integration with another agency. Even though Leroy and his TCOBI team worked virtually, they were always available when we needed them. I would identify their competency and professionalism as their strongest and most valued traits and would not hesitate to work with them again.

Sandy Whittall, Health Care Executive (retired)

I had just taken on an interim executive director role in a social service agency and we needed to make a change in our finance leader. I knew of Leroy’s work in another agency and I asked him to come in and take over our director of finance role. We were not able to arrange any transition, but Leroy came in and hit the ground running. He quickly pulled together financial reports and was reporting to the Board within a week of arriving. Leroy and his TCOBI team work virtually whenever they can but are on site whenever they are needed. Leroy and his TCOBI team take care of all of our finances, reporting responsibilities, finance administration and accounting and they have been working with us for 2 years now. We are in the process of a multiagency integration that will be complete in about 7 months and Leroy will manage the transition for us. If we were not moving to an integration, I would continue with Leroy as our senior finance leader. Leroy offers a unique service and for a smaller agency that could not afford a full time Accountant, his business model works really well! Finance is not my area of strength but with Leroy and his team working with us, it is an area that I don’t have to spend any time worrying about. Leroy has many years of experience, he is supportive, willing to troubleshoot when it is needed, willing to provide his thoughts and opinions and overall, Leroy is a pleasure to work with!

Lynn Wardell, Executive Director, CMHA Oxford

Let me start by saying that I don’t really like the word “consultant”…but after having Leroy recommended to us by many industry professionals we decided to meet with him and see what he could offer us. We are so glad that we did. He is a consummate professional yet completely down to earth. Highly intelligent yet never patronizing. He wants the best for us and our company and jumps through hoops to try and lead us there by asking the right questions and most importantly the tough questions.

2 Thumbs up and 5 stars!

Craig, VP Operations and Courtney, VP Administration, family owned business

Leroy, through TCOBI, normally performs a transitional role in finance with the companies that he supports.  These roles are often on a short term contract or a part-time basis.  Leroy showed his commitment to our assignment by altering his business model to accomodate the needs of Dejero as we were going through an aggressive growth curve. With Dejero growing and changing so quickly, it became apparent that we needed his services much longer than his normal assignments.
 
Leroy also ensured that there was a smooth leadership transition to our in-house Finance team prior to finishing up his contract.  I want to thank Leroy for agreeing to assist us during the last three plus years during a critical growth phase of Dejero.
 
Brian Cram, CEO, Dejero Labs Inc.
Strategic Partners

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