Get the financial leadership your business needs without the full-time cost. Strategic guidance, financial clarity, and actionable insights.
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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.
Calculators, guides, and templates to help you run the numbers yourself.
Upload your numbers, get a CFO-grade read on your business in seconds.
Open →CalculatorSee what a fractional CFO could return on your numbers.
Open →CalculatorCompare how to pay yourself as an owner-manager.
Open →CalculatorEstimate the tax impact of incorporating your business.
Open →CalculatorFind the revenue you need to cover your costs.
Open →QuizTwo minutes to learn what your business needs next.
Open →Free GuideCommon business deductions Canadian owners miss.
Open →ArticlesPlain-English finance answers for Canadian founders.
Open →TemplateThe spreadsheet I use with clients. Plug in your numbers.
Open →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
An income statement showing profit and a bank account that looks thin are not contradictory. Timing differences from receivables, loan principal, capital purchases, and deferred revenue explain the gap. Understanding which items drive it in your business turns confusing statements into useful tools.
Service businesses consistently over-plan revenue because they start with theoretical hours instead of actual billable capacity. Accounting for holidays, utilization rates, and role differences produces targets that a team can actually hit.
CRA assigns your GST/HST filing frequency based on revenue, but the choice between monthly, quarterly, and annual has real cash flow consequences. Understanding the trade-offs and keeping a dedicated remittance account prevents the most common and expensive mistakes.
One conversation. I’ll show you the three highest-impact moves for your business right now, and how to make them.
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