Fractional CFO Services in Kelowna | Keystone CFO

Name: Keystone CFO Services
Address: 2351 Shannon Woods Dr, West Kelowna, BC, V4T 2L9
Telephone: 250-884-7086

joesass
Jun 21
1 min read

Keystone CFO Services is based in West Kelowna, BC, and works with small and mid-sized organizations across the Okanagan who need senior financial leadership — without the cost of a full-time CFO.

Services Offered

Decision Support

Clear analysis before decisions become commitments. Scenario modelling, capital planning, staffing cost analysis, and risk identification — translating complexity into decision-ready insight.

Fractional CFO

Senior financial leadership — without the full-time overhead. Executive-level financial advice, budgeting, forecasting, long-range financial planning, and cash flow oversight. Best suited for organizations that have outgrown bookkeeping and need experienced financial leadership.

Financial Architecture

Systems and structures that scale with reality. Financial reporting frameworks, internal controls, governance structures, and system design aligned with organizational maturity. Financial information that leaders trust, understand, and act on.

Why Kelowna Businesses Choose Keystone

Local expertise — based in West Kelowna, serving organizations across the Okanagan Valley.
In-person availability — Joe shows up to your meetings, not just your inbox.
BC regulatory environment — deep familiarity with the local business and regulatory landscape.
Direct engagement — you work with Joe Sass, CPA, CA directly. No associates. No templates.

Book a Free 30-Minute Fit Call

Ready to see if Keystone is the right fit for your organization? Book a free 30-minute call with Joe Sass, CPA, CA.

Email: joe@keystonecfo.ca | Phone: 250-884-7086 | 2351 Shannon Woods Dr, West Kelowna, BC, V4T 2L9