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.
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
Including your CFO in every meeting dilutes their time. Leaving them out of the wrong ones costs you leverage. Bank meetings, investor conversations, and strategic planning sessions with financial stakes are the clearest cases for CFO presence.
Setting up a Stripe or payroll integration doesn't mean your accounting numbers are accurate. Integrations move data, they don't validate it. Monthly reconciliation between your source systems and your accounting software is what keeps your reports reliable.
A bookkeeper records transactions, an accountant handles compliance, and a fractional CFO provides forward-looking analysis and strategy. The three roles are distinct and work best when each stays in their lane.
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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