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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
Utilization measures how many of the hours you pay for actually get billed to clients. For most service businesses, the gap is larger than owners realize, and it flows directly to gross margin. Tracking it by person, not just as a team average, is where the real insights come from.
Content marketing costs more than most owners realize once you count your time, and the returns take 9 to 18 months to show up. Here is how to think about it as a real investment with a break-even point.
Most small professional services businesses make resourcing decisions based on gut feel because they have no simple view of who actually has available hours. A lightweight capacity tracker built in a spreadsheet solves this in an afternoon. Here is what to build and how to keep it current.
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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