Get the financial leadership your business needs without the full-time cost. Strategic guidance, financial clarity, and actionable insights.
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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.
Calculators, guides, and templates to help you run the numbers yourself.
Upload your numbers, get a CFO-grade read on your business in seconds.
Open →CalculatorSee what a fractional CFO could return on your numbers.
Open →CalculatorCompare how to pay yourself as an owner-manager.
Open →CalculatorEstimate the tax impact of incorporating your business.
Open →CalculatorFind the revenue you need to cover your costs.
Open →QuizTwo minutes to learn what your business needs next.
Open →Free GuideCommon business deductions Canadian owners miss.
Open →ArticlesPlain-English finance answers for Canadian founders.
Open →TemplateThe spreadsheet I use with clients. Plug in your numbers.
Open →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
SR&ED calculates eligible labour differently for T4 employees versus contractors, with contractors only counting at 80%. If your team is contractor-heavy, your claim may be quietly undersized every year. Here is how to model the difference before it costs you.
A letter of intent is not just an expression of interest. Exclusivity and confidentiality clauses are legally binding from the moment you sign, and the commercial terms you agree to set the baseline for everything that follows. Know what you are agreeing to before you put your name on it.
Investors and lenders form an opinion about your business in minutes from your financial package. Clean accrual-basis statements, no personal-business mixing, and a simple narrative for any unusual periods are what separate fundable businesses from the ones that get asked for more documentation.
One conversation. I’ll tell you the three things your business needs to fix right now. No pitch, no fluff.
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