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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
Your mix of fixed and variable costs determines your break-even point, your profit leverage on the upside, and how fast you bleed in a downturn. Most owners have never actually calculated this ratio. Here's what it means and how to use it.
Corporate tax, GST/HST, and payroll source deductions are predictable obligations that catch business owners off guard when they haven't reserved for them. This post explains a simple monthly method for keeping each bucket funded so the bill is never a surprise.
Your CRM pipeline has everything you need to build a 90-day revenue and cash forecast. The trick is applying probability weights by stage and layering in your actual payment timing so you know when cash lands, not just when deals close.
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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