Services
Three levels of finance support. Start where you are.
Most organizations move up the ladder as they grow — first get the books right, then make the numbers useful, then use them to make better decisions. Choose the level you need today; we'll help you decide on a quick call.
01 · Foundation
Monthly Accounting & Close
Get the books right.
- Bookkeeping & reconciliations
- Payroll coordination
- HST/GST & CRA compliance
- Month-end close
- Year-end readiness
- CPA oversight on every cycle
Detailed servicesOutsourced Accounting · Corporate Tax & Compliance · Finance Automation & Systems · E-commerce Accounting
02 · Management
Controllership & Reporting
Make the numbers useful.
- Management & board reporting
- Budget vs. actual & KPIs
- Cash-flow reporting
- Internal controls
- Audit & year-end preparation
- Regular review meetings
Detailed servicesControllership · Board Reporting · Audit & Review Prep · Non-Profit & Charity Accounting
03 · Strategic
Fractional CFO
Use the numbers to decide.
- Forecasting & scenario planning
- Capital & cash strategy
- Board & funder strategy
- Pricing & unit economics
- Growth & investment decisions
- Senior CPA partnership
Detailed serviceFractional CFO
Not sure which level fits? Book a call and we'll point you to the right one.
By Sector
Tailored to your organization
We shape any level around non-profits, charities, e-commerce, construction and owner-managed businesses. See who we help ›
Not sure where to start?
Tell us where finance feels unclear and we'll recommend the right level — with transparent, fixed-fee pricing. We respond within one business day.