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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
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.
Sheets wins for collaboration and live operational tracking; Excel wins for heavy financial modeling. The mistake most businesses make is running both tools for the same file. Pick one per workbook and commit.
Adding supplier relationships and billing them at a markup looks like revenue growth, but blended margins often shrink as supplier costs rise, new lines come in at lower rates, and admin overhead is never counted. This post explains how to measure what you actually keep.
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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