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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
Setting a marketing budget based on what feels comfortable or what is left over is not a strategy. Learn how to size your sales and marketing spend as a percentage of revenue, tied to a specific growth target and your actual customer acquisition cost.
Most small businesses cannot tell which marketing channel actually generates revenue. A five-column spreadsheet and a habit of asking every new contact where they found you is all you need to start making data-driven marketing decisions.
Most time-tracking systems fail because they are built for the controller, not the person entering time. Learn how to set up a simple system with fewer codes, daily entry habits, and the data to make real decisions about margins and pricing.
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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