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
Government grants and subsidies applied to the same work as an SR&ED claim reduce the qualified expenditures you can claim. Knowing this before you file prevents overclaiming, CRA adjustments, and disclosure issues.
Buyers look at three years of financials and judge the business based on what they find. Clean records, consistent owner pay, and documented processes built years before a sale make the difference between a smooth exit and a painful one.
Business valuation is not a single number but a range driven by which method you use and what assumptions go into it. Understanding the main methods, especially earnings multiples, puts you in a better position when talking to investors, partners, or buyers.
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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