Services

Five Ways I Strengthen Your Finance Function

Every engagement is scoped to what your business actually needs — from a few hours of oversight per month to a full fractional CFO partnership.

Services

Finance Leadership, Scaled to Your Business

Fractional CFO Services

Executive financial leadership on the schedule your business actually needs. I work directly with owners and leadership teams to turn financial data into decisions — pricing, profitability, growth, and financing — and represent your numbers credibly to banks, lenders, and investors.

The outcome: you stop guessing. Every major decision — hiring, pricing, expansion, borrowing — gets made with clear numbers behind it.

What's included

  • Profitability analysis by customer, product & service line
  • KPI design and monthly management reporting
  • Pricing strategy and margin improvement
  • Banking, lender & investor relationship support
  • Board-level reporting and strategic planning
  • Risk identification and mitigation

Controllership & Bookkeeping Oversight

Accurate, timely, decision-ready financials. Whether you have an internal bookkeeper or an outsourced team, I bring the controls, review discipline, and quality assurance that keep your books reliable — so month-end close is a process, not a scramble.

The outcome: books you can actually trust, closed on time every month — and a finance function that scales with you instead of breaking.

What's included

  • Month-end close management & financial statements
  • Quality audits of AP, AR, payroll & sales reconciliations
  • Internal controls design and implementation
  • Bookkeeping team supervision and mentoring
  • QuickBooks, Xero & Sage optimization
  • Ecommerce & multi-channel reconciliation

FP&A, Budgeting & Cash Flow Management

Know where your business is going — not just where it's been. I build budgets, forecasts, and financial models that leadership actually uses, and maintain the continuous cash flow visibility that keeps payroll safe and growth funded.

The outcome: no more cash surprises. You see problems weeks ahead, and you always know how much runway your plans really have.

What's included

  • Annual budgets and rolling forecasts
  • 13-week and long-range cash flow projections
  • Scenario modeling for expansion & investment decisions
  • Variance analysis with plain-language insights
  • Working capital & payment-timing management
  • Daily/weekly cash monitoring and escalation

Compliance & Cross-Border Accounting

Operating in both Canada and the U.S. shouldn't mean double the headaches. I act as your primary liaison with tax authorities and advisors on both sides of the border, and keep your reporting compliant with the standards that apply to you.

The outcome: CRA and IRS correspondence handled, filings on time, and reporting that holds up — so compliance stops keeping you up at night.

What's included

  • CRA & IRS liaison and correspondence management
  • IFRS, GAAP & ASPE financial reporting
  • Multi-entity and cross-border consolidation
  • Audit & review readiness and coordination
  • Coordination with tax advisors & grant consultants
  • Regulatory compliance monitoring

SR&ED Tax Credit Consulting

Canada's SR&ED program offers generous tax incentives for businesses that invest in research and development — yet many under-claim, miss deadlines, or leave documentation too thin to survive a CRA review. If you're building software, improving products, or solving technical problems, I help you capture what you're entitled to and make claiming a repeatable annual process, not a scramble.

The outcome: R&D cash back in the business — with claim-ready documentation and no audit anxiety.

What's included

  • SR&ED eligibility assessment of your projects
  • Claim preparation & T661 filing coordination
  • Documentation & time-tracking systems that satisfy CRA
  • Eligible expenditure calculation (proxy vs. actual method)
  • CRA review & audit support
  • Provincial R&D credits and SR&ED financing guidance

How I Work

A Clear Path from First Call to Results

01

Discovery Call

A free, no-pressure conversation about your business, your goals, and where the finance function is falling short.

02

Financial Assessment

I review your books, reporting, cash position, and controls — and give you a candid picture of what's working and what isn't.

03

Tailored Plan

A proposed scope matched to your needs and budget — from monthly oversight to full controllership or CFO engagement.

04

Ongoing Partnership

Reliable reporting rhythms, continuous cash visibility, and a finance leader in your corner as the business grows.

Not sure what level of support you need?

That's exactly what the first conversation is for. Tell me where your finances stand today, and I'll tell you honestly what would help — even if it's less than you expected.

Book a Free Consultation