We are the numbers person in your corner all year, not just at year-end.
Fractional CFO support for owner-managed businesses. The same firm that files your return watches your cash, your margins and your compensation plan every month, so your decisions never have to wait for tax season.
What this is
What owners actually buy from us.
Cash flow you can see coming
A rolling 13-week cash forecast, updated monthly from your books. You will know about the tight week in advance, not the Friday it happens.
A scorecard that fits on one page
Five numbers that matter for your business, tracked monthly against last year and against plan. No 40-page report nobody reads.
Pay yourself properly
Salary, dividends, or both. We model the mix every year against your RRSP room, CPP and the corporate rate, and set it up so the number is settled long before it’s due.
An exit that’s ready before you are
Clean books, a defensible number, and a plan for the day you sell, wind down or hand over. Succession readiness is worth more the earlier it starts.
How it fits
Advisory is built on books we keep.
Every advisory client has us keep the books, file the HST and prepare the corporate return first. Advisory adds the monthly working session and the forecast on top. Monthly bookkeeping is available if you want it, and it keeps the forecast current.
- Monthly 45-minute working session with your numbers on screen
- 13-week cash forecast, refreshed monthly
- One-page KPI scorecard
- Annual owner-compensation model
- Succession readiness review, once a year
Advisory retainer
from $1,250/mo
pre-authorized monthly payment · fees adjust annually, never mid-year
Why us
We already know your numbers.
Your bookkeeping, HST and tax already live here. Advisory is the same team looking one quarter ahead instead of one year behind. No handoffs, no catching a new firm up.
Twenty minutes on your numbers, with no pitch.
Bring one question about your business. Leave with an answer.