Empowering Your Business with Strategic Financial Leadership

Helping businesses in Canada optimize financial performance with Fractional CFO, Financial Planning & Analysis, and Accounting Services tailored to drive growth and ensure compliance.

hero-call
cpa
15+ Years

Enterprise level finance function at affordable costs

Whether you’re a small business looking for a Fractional CFO or a large one needing comprehensive financial planning and ERP integration, we bring tailored solutions to meet your specific needs. With extensive experience across industries, we’ve helped organizations maximize profitability, streamline processes, and navigate complex financial challenges through our suite of end to end project based and monthly advisory & compliance services.

  • Get expert CFO-level insights without the cost of a full-time CFO.
  • Enable sustainable growth through budgeting and long-term financial planning.
  • Multi industry financial expertise in sectors such health care, construction, and consumer goods.
  • Experience in ERP systems and financial tool implementation to streamline operations.

Full Service Capability

We offer end-to-end financial solutions, covering everything from bookkeeping, payroll management to high-level CFO guidance, and tax advisory ensuring you have all the support you need under one roof.

clock

Data Driven Decision

We empower your business with data-driven insights, transforming financial data into strategic actions through precise budgeting, forecasting, and performance analysis for informed decision-making.

clock

Flexibility for your needs

Whether you need ongoing services or project-based support, we tailor our financial solutions to fit your business’s specific goals and current needs.

Finance & accounting and fractional CFO services designed to reduce risk and streamline financial processes.

Tax Planning & Management

Tax Planning & Management

Learn More arrow
Fractional CFO Services

Fractional CFO Services

Learn More arrow
Accounting & Bookkeeping

Accounting & Bookkeeping

Learn More arrow
Business Strategy & Financial Modelling

Business Strategy & Financial Modelling

Learn More arrow
Capital Project Management

Capital Project Management

Learn More arrow
Financial Systems Integration & ERP Solutions

Financial Systems Integration & ERP Solutions

Learn More arrow

Pillars of our expertise.

1
financial-management

Financial Management & Strategy

  • Fractional CFO Leadership: Expert in financial strategy for businesses with $5M to $50M in revenue, focusing on cash flow, profitability, and scaling.
  • FP&A (Financial Planning & Analysis): Extensive experience in budgeting, forecasting, and variance analysis to support financial health and planning.
  • Capital Project Management: Proven ability to manage large-scale capital projects, overseeing budgets, financial reporting, and ensuring timely, within-budget completion.
2
tax-strategy

Regulatory Compliance & Tax Strategy

  • Regulatory Expertise: Expert in regulatory compliance for healthcare and construction, including SOX, PHIPA, and government funding.
  • Tax Planning & Management: Specializing in corporate tax strategies, including compliance, SR&ED credits, and cross-border tax issues for Canadian businesses.
3
financial-integration

ERP & Financial Systems Integration

  • ERP Systems Expertise: Experienced in optimizing financial ERP systems (SAP, Oracle, Adaptive Insights, Microsoft Dynamics GP) to improve reporting and efficiency.
  • Business Intelligence Tools: Proficient in Power BI, Tableau, and IBM Cognos for advanced financial analytics and reporting.
  • Financial Systems Consulting: Skilled in advising clients on selecting and integrating financial software to enhance operations and provide insights.
4
project-management

Project Management

  • Cross-Functional Collaboration: Proven experience leading cross-functional teams (finance, IT, operations) to deliver successful project outcomes.
  • Project Budgeting & Financial Control: Expert in overseeing project finances, ensuring projects stay on track and within budget from planning to execution.
5
expertise

Industry-Specific Expertise

  • Health Care: Extensive experience managing financial operations and infrastructure projects in healthcare, including hospitals, senior care, and pharmaceuticals.
  • Construction & Real Estate: Skilled in financial oversight, cost management, and planning for real estate and construction projects.
  • Consumer Goods (CPG): Strong experience in inventory management, cost optimization, and reporting for CPG companies.
6
digital-solutions

Technology & Digital Solutions

  • Advanced Excel & Data Modeling: Expert in building advanced financial models in Excel to provide insights and support decision-making.
  • Cloud-Based Collaboration Tools: Proficient in Google Workspace, Microsoft Teams, SharePoint, and Slack for seamless team collaboration.
  • Process Automation: Experienced in automating financial processes to enhance efficiency and reduce manual work.

Expertise

Financial & ERP Systems

SAP

Oracle

Adaptive Insights

Microsoft Dynamics GP

NetSuite

Accounting Software

QuickBooks/Quicbooks Online

Xero

Sage 50

Business Intelligence & Reporting Tools

Power BI

Tableau

IBM Cognos

Microsoft Excel (Advanced)

Hyperion Financial Management (HFM)

Project Management Tools

Microsoft Project

Asana

Trello

Smartsheet

Compliance & Regulatory

Cerner (Health Care ERP)

Epic Systems (Health Care ERP)

Workiva

Cloud & Collaboration Tools

Google Workspace (Docs, Sheets, Drive)

Microsoft Teams

Slack

SharePoint

Start your journey today and talk to our experts

arrow
Schedule a Call arrow
top