Get the financial leadership your business needs without the full-time cost. Strategic guidance, financial clarity, and actionable insights.
Free, no signup, results in 2 minutes. Read Our Insights
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.
No spam. Unsubscribe any time.
Practical advice to help you master your business finances
Your budget should always match your fiscal year, not the calendar year, so that your planning, reporting, and financial statements all tell the same story. When they are out of sync, variance analysis breaks down and seasonal patterns get distorted. The fix is simple: anchor your budget to your fiscal year-end and build every column from there.
When a customer files for creditor protection, the stay of proceedings means you cannot collect through normal channels, but you can still recover money if you act fast. File your proof of claim before the deadline, contact the trustee, and stop extending credit immediately. Missing the claims window can mean losing everything.
Software subscriptions pile up quietly and drain cash without anyone noticing. A simple audit of your recurring charges, grouped by category and assigned to an owner, typically uncovers thousands in annual waste. This post walks you through the process step by step.
One conversation. I’ll show you the three highest-impact moves for your business right now, and how to make them.
Book a Call