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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
When one client accounts for 35 percent or more of your revenue, losing them is not a bad quarter. It is a business crisis. This post walks through how to measure customer concentration risk and how to reduce it before it becomes a problem.
Whether to track inventory in QuickBooks or expense purchases depends on whether you hold goods for resale and whether the value is material. Getting this wrong makes your monthly profit swing wildly and creates problems for any financing or sale.
Total customer acquisition cost hides which funnel stage is actually burning your budget. Breaking down conversion rates and cost at each stage from impression to close shows exactly where to fix the leak without spending more on ads.
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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