Get the financial leadership your business needs without the full-time cost. Strategic guidance, financial clarity, and actionable insights.
Free, no signup, results in 2 minutes. Read Our Insights
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.
No spam. Unsubscribe any time.
Practical advice to help you master your business finances
Switching bookkeeping providers without a structured handoff creates a gap period where transactions get missed or duplicated. A clean transition requires a confirmed close date from the outgoing provider, a proper access transfer, and a reconciled opening balance with the new provider.
Most owners find out someone is overloaded only after a deadline gets missed. A simple weekly capacity check, tracking available hours versus assigned work for each person, catches bottlenecks before they form and gives you real data for hiring decisions.
Collected GST/HST inflates your bank balance temporarily. It belongs to the government, not you. This post explains how to include remittance obligations in your cash flow plan so you stop getting surprised every quarter.
One conversation. I’ll show you the three highest-impact moves for your business right now, and how to make them.
Book a Call