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Fractional CFO services for Canadian businesses that want real results, not reports that collect dust.
Know exactly where every dollar goes. I build the system so you see your cash position in real time, not 3 months after the fact.
Pricing, margins, unit economics. I find the $50K you're leaving on the table and build the plan to capture it.
Clean financials that get funding. Boards, investors, and lenders get the numbers they need, formatted the way they need them.
Monthly forecasts, scenario planning, and a CFO who shows up prepared. You'll never walk into a board meeting blind again.
VP Finance. Built the finance function from scratch. Revenue compounded every year until acquisition.
Manufacturing, SaaS, healthcare, e-commerce, professional services. Same playbook. Positive EBITDA.
Bookkeeping, reporting, forecasting, compliance. I set up the whole stack so the numbers are always current.
The same spreadsheet I use with my fractional CFO clients. Plug in your numbers and see where your cash is going.
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Practical advice to help you master your business finances
When one or two customers drive the majority of your revenue, standard forecasting methods break down. You need to model each anchor account separately, run a stress scenario where you lose the largest one, and understand exactly how much runway you have if that relationship ends. This post shows you how.
Your budget should always match your fiscal year, not the calendar year, so that your planning, reporting, and financial statements all tell the same story. When they are out of sync, variance analysis breaks down and seasonal patterns get distorted. The fix is simple: anchor your budget to your fiscal year-end and build every column from there.
When a customer files for creditor protection, the stay of proceedings means you cannot collect through normal channels, but you can still recover money if you act fast. File your proof of claim before the deadline, contact the trustee, and stop extending credit immediately. Missing the claims window can mean losing everything.
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