Advisory & CFO Services
Clear insights. Confident decisions.
Practical tax and accounting for business owners and professionals in BC.
Management consulting
(Fractional CFO/Controllership)
What it covers
Monthly/quarterly finance leadership.
Cash-flow planning, budgeting, KPIs, board reporting.
Pricing/profitability analysis and process improvements.
Ideal for
Growing businesses that need controller/CFO horsepower without a full-time hire.
Budgeting & forecasting
What it covers
Annual budget build and rolling forecasts.
Scenario planning (best/base/worst case).
Variance analysis and action items.
Outcome
Forward visibility to make decisions with confidence.
Accounting systems support & implementation
What it covers
Cloud accounting setup (chart of accounts, bank feeds).
Process design: payables, receivables, expense management.
Staff training and changeover.
Outcome
A reliable, scalable bookkeeping and reporting foundation.