Our Capabilities

Core Service Pillars

Modern finance isn't just about taxes; it's about cash, clarity, and control. We provide the financial infrastructure required for modern enterprises to operate with clarity across Canada, the USA, and the UK.

01. Financial Foundations

Real-time visibility into your numbers using cloud-first technology.

Full-Cycle BookkeepingReal-time reconciliation in QuickBooks, Xero, or Sage to maintain high-integrity financial records.
Financial Statement PrepProfessional P&L and Balance Sheets generated for lenders, investors, and stakeholders.
Payroll ManagementReliable, compliant wage calculations and tax withholdings for global and local teams.
Sales Tax ManagementExpert handling of GST/HST, US State Sales Tax, and VAT (MTD compliant) administration.

02. Cash & Revenue Optimization

Strategic management of liquid assets to fuel sustainable growth.

AR Management & CollectionsA professional "soft-touch" recovery of receivables to accelerate cash flow without risking client relationships.
Cash Flow Forecasting13-week and 12-month rolling projections to provide clarity on hiring and investment windows.
Burn-Rate TrackingEssential runway management for venture-backed startups and growth-stage entities.
AP OptimizationStrategic vendor payment management to maximize early-pay discounts and preserve capital.

03. Strategic CFO & Advisory

High-level consulting to support data-driven executive decisions.

Business Growth ConsultingFractional CFO insights to help you navigate scaling milestones and international expansion.
Internal Controls & Process AuditImplementing rigorous "checks and balances" to eliminate operational waste and prevent fraud.
KPI DashboardsCustom visual reporting tracking mission-critical metrics: CAC, LTV, and Gross Margins.

04. Global Tax & Compliance

Navigating the regulatory complexities of the CRA, IRS, and HMRC.

Corporate Tax FilingsPrecision preparation and filing for T2 (Canada), 1120 (USA), and Corporation Tax (UK).
Personal Tax FilingsSpecialized T1 (Canada) filings for business owners, executives, and high-net-worth individuals.
Audit Readiness & HelpComprehensive support and professional defense for regulatory inquiries and audits.
Investment

Transparent, Scalable Pricing

Select a baseline support level. All plans can be customized with strategic add-ons to fit your complexity.

Core Support

From $100/mo

Essential bookkeeping and compliance for small business.

Growth Intelligence

From $500/mo

Includes cash flow forecasting and advanced performance reporting.

Strategic Command

Custom Quote

Full fractional CFO advisory and multi-entity global management.

Pricing varies based on transaction volume and cross-border complexity.

Align your finances with your ambition.

Book a Discovery Call