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Your Strategic Business Partner

Financial Analysis & Strategic Decisions

Risk Management & Governance

Your Own Part-Time CFO or FD

Commercial Negotiations

At SM Squared we are dedicated to providing comprehensive CFO services to our clients through one of our experienced directors or associates, all of whom are Chartered Accountants that have served with The Big 4 accountancy firms and who have more than 10 years experience in senior roles.

Our CFO-level Business Advisory Service gives you a professional who partners with you to help guide your business to success bring the financial expertise needed to make critical business decisions.

Our Business Advisory Service is headed up by David Stoltz who will be the primary point of contact on all initial engagements. David will determine the particular needs of each business by taking a hands-on, focused approach. If he does not take on the role himself, he would then assign an appropriate and fully qualified individual to fulfill the specific needs of the CFO engagement.

Due to the specific nature of certain industries or some client’s requirements, there will be needs that we cannot fulfill, but we would naturally advise if this is the case before any engagement.


We provide a broad array of services as part of our CFO engagement, from financial statements preparation to complex financial and management projects. Because we use only CAs who are experienced CFOs, we are able to render these services in an efficient, cost-effective manner.


Here’s what you get with our CFO-level business advisory services:

  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.

  • A professional who assists you in establishing strong financial controls in your business.

  • Training for your accounting staff in bookkeeping.

  • Training for owners in how to get much needed information from their financial statements.

  • Improved quality and timeliness of financial statements preparation.

  • Complex Financial Management project control.

  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.

  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.

  • Assistance in defining long-range plans and the quantification of goals.


As your CFO, we operate as your strategic business partner, when and where you need us, helping you to accelerate your business. The appointed CFO will visit the client site as often as necessary and work with employees in order to develop a thorough understanding of the clients business, finances, culture and people, but more importantly to help our clients grow, prosper, and achieve their goals.

In essence, the CFO becomes a member of the team and if required by the client, the CFO will take on a role title of “Interim CFO”, which will include a client email address, client business cards, etc. This is often very important to clients, especially to those who wish to show that they have a financial expert on board, often an essential requirement if the client is looking to raise finance, obtain investment, etc.

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