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
Utilization rate tells you what percentage of your team's paid hours are going toward billable work. For most service businesses, the healthy range is 65 to 80 percent. Here is how to calculate it and what to do when you are outside that range.
Input tax credits let GST/HST-registered businesses recover the sales tax they pay on eligible expenses. Most owners either under-claim because records are poor or over-claim by including personal expenses. Here is how the system works and what documentation CRA expects.
Building a revenue forecast is only half the job. The other half is reviewing it against actuals on a schedule tight enough that you can still change the outcome. Here is the cadence that works.
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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