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
Adding a new shareholder to a Canadian corporation is more than handing someone a piece of paper. You need to confirm your share structure, possibly amend your articles, issue shares properly, and update your corporate records. Skipping steps here creates expensive problems later.
Most small business loan rejections are documentation problems, not business problems. Lenders need clean financial statements, credible projections, and a clear explanation of the loan purpose. Walk in organized and you stop giving them reasons to say no.
A cash flow forecast updated once a month cuts your warning window in half. For most small businesses, biweekly updates aligned with the payroll cycle give you enough lead time to act on cash problems before they arrive. Monthly is fine for stable, predictable businesses.
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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