Fractional CFO Services for E-2 Visa Entrepreneurs

Turn your U.S. investment into a profitable business with strategic financial leadership.

Once your E-2 visa is approved, your next challenge is making the business succeed — managing cash flow, staying compliant, and growing sustainably.
At E2Visa.ca, we offer Fractional CFO services designed specifically for E-2 visa business owners who need high-level financial strategy without the cost of a full-time CFO.

You get the same insight and control Fortune-500 companies rely on — tailored for small and medium businesses owned by E-2 investors.

An E-2 visa business must stay viable and profitable to maintain visa status.
Many investors underestimate the financial reporting, budgeting, and compliance expectations that come with operating a U.S. entity.
A Fractional CFO helps you:

• Understand and manage cash flow and profit drivers
• Build financial systems that meet IRS and USCIS standards
• Create monthly and quarterly reports that show business health
• Avoid tax pitfalls that could jeopardize your visa or profitability
• Plan for expansion, renewal, or exit

✅ Financial Statement Review & KPI Tracking
We monitor your financials monthly — tracking performance metrics, cash flow, and margins to ensure your business stays on course.

✅ Cash Flow Forecasting & Budgeting
We develop rolling 12-month forecasts to help you plan for payroll, taxes, and growth.

✅ Profit Improvement & Cost Analysis
We identify areas where your E-2 business can increase profitability and reduce waste.

✅ Tax Planning & Cross-Border Structuring
As U.S. and Canadian CPAs, we align your business structure to minimize taxes on both sides of the border.

✅ Compliance & USCIS Reporting Support
We ensure your business maintains clean books and reliable financial documentation — crucial during E-2 renewals in the U.S. or investor audits.

✅ Strategic Planning & Growth Advisory
We help you make smart, data-driven decisions for expansion, additional investment, or transition to other visa categories (e.g., EB-2 NIW or EB-5).

• Financial Review – We analyze your books and identify strengths, risks, and missed opportunities.
• CFO Roadmap – We create a clear action plan for cash flow, profitability, and compliance.
• Implementation – We work closely with your bookkeeping/tax teams to execute strategies.
• Ongoing Support – Monthly or quarterly CFO sessions to review results and adjust strategy.

You’re not hiring just an accountant — you’re partnering with a licensed CPA and experienced CFO who understands both U.S. operations and Canadian reporting.
We know how to build businesses that impress immigration officers and investors alike.
With our Fractional CFO services in the U.S., you get:

• CFO-level insight without $250K/year salary
• Clear understanding of your business numbers
• Guidance for tax efficiency, compliance, and growth
• Monthly progress reports and actionable insights

Our CFO clients include:

• Restaurants and Cafés
• Cleaning & Maintenance Businesses
• Retail and E-Commerce Brands
• Construction and Home Services
• Manufacturing and Distribution
• Professional Services and Consulting Firms