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Robert Thomas GroupOttawa Advisory Firm

Services

Financial and operational structure for growing businesses

We help owners clean up the numbers, tighten reporting, and install the structure needed to scale. Each service is built around a clear business problem and the decision it supports. Start with the area creating the most noise.

Start a ConversationHow Engagement Works

Clear numbers. Clear ownership. Clear next steps.

Services

Choose the service that matches the current bottleneck

Each block is designed to make the fit obvious and show where to go next.

Fractional CFO

Problem

You need CFO-level support, but not a full-time hire.

What we do

  • Lead monthly financial review and decision support
  • Build management reporting leadership can use
  • Support pricing, hiring, and margin decisions with current analysis

Outcome

Leadership makes financial decisions with clearer numbers and less owner guesswork.

See Fractional CFO

Reporting and Monthly Packages

Problem

Month-end reporting exists, but it does not help leadership decide quickly.

What we do

  • Prepare a clean monthly package on a consistent cadence
  • Surface variances, cash position, and the issues that need review
  • Connect financial results to the management discussion

Outcome

The team gets a reliable monthly view of performance and what needs attention next.

View Monthly Package

Forecasting and Cash Visibility

Problem

Cash, hiring, and capacity decisions are still reactive.

What we do

  • Build a rolling forecast tied to current revenue, labor, and cash drivers
  • Review likely outcomes before pressure shows up
  • Use forecast updates in the monthly decision rhythm

Outcome

You can see cash pressure earlier and plan with current information.

See Rolling Forecast

Operations and Accountability

Problem

The business still depends on informal coordination and too many owner-held decisions.

What we do

  • Clarify roles and ownership across the business
  • Install meeting rhythm and operating review cadence
  • Document core processes where breakdown risk is highest

Outcome

Execution becomes more consistent and less dependent on the owner.

See Operations

How Engagement Works

A four-step process that keeps the work practical

Every engagement follows the same sequence so the structure is built on the right foundation.

1

Assess

We review the current reporting, cash picture, decision rhythm, and operating structure.

2

Clean up

We fix the weak spots first so the next layer is built on dependable information.

3

Build

We put the right reporting, forecast, roles, and meeting structure in place for the stage of the business.

4

Implement

We stay involved long enough for the team to use the structure consistently, not just receive it.

Next Step

Need help deciding where to start?

We can identify the first issue to solve and point you to the right engagement.