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 Bookkeeping

Real-time reconciliation in QuickBooks, Xero, or Sage to maintain high-integrity financial records.

Financial Statement Prep

Professional P&L and Balance Sheets generated for lenders, investors, and stakeholders.

Payroll Management

Reliable, compliant wage calculations and tax withholdings for global and local teams.

Sales Tax Management

Expert 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 & Collections

A professional “soft-touch” recovery of receivables to accelerate cash flow without risking client relationships.

Cash Flow Forecasting

13-week and 12-month rolling projections to provide clarity on hiring and investment windows.

Burn-Rate Tracking

Essential runway management for venture-backed startups and growth-stage entities.

AP Optimization

Strategic 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 Consulting

Fractional CFO insights to help you navigate scaling milestones and international expansion.

Internal Controls & Process Audit

Implementing rigorous “checks and balances” to eliminate operational waste and prevent fraud.

KPI Dashboards

Custom 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 Filings

Precision preparation and filing for T2 (Canada), 1120 (USA), and Corporation Tax (UK).

Personal Tax Filings

Specialized T1 (Canada) filings for business owners, executives, and high-net-worth individuals.

Audit Readiness & Help

Comprehensive 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.