Forecasts, three-statement models, and investor-grade reporting built to Financial Modeling Institute standards. Senior finance capability, engaged fractionally.
Growth decisions get made with or without good numbers. The only question is which. Hiring a full-time CFO before the business can carry one solves the problem too expensively; going without solves it too dangerously.
We build the financial infrastructure those decisions rest on: three-statement models that flex with your assumptions, budgets and forecasts with owners and dates attached, and cash-flow visibility that extends the runway conversation past this quarter.
The modelling discipline is credentialed, not improvised. Models are built to Advanced Financial Modeler (AFM) standards from the Toronto-based Financial Modeling Institute, so what reaches your investors and lenders is a document they can interrogate, not a spreadsheet they have to trust.
Integrated P&L, balance sheet, and cash-flow models with scenario toggles, documented so others can drive them.
Annual budgets, rolling forecasts, and 13-week cash-flow visibility, so commitments are made against numbers, not instinct.
The metrics that actually track your model, reported monthly in a format boards and lenders read without translation.
Diligence-ready financial packages for capital raises, credit applications, and transactions, built for what BDC, EDC, and Canadian bank credit teams actually ask for, and assembled to survive scrutiny.
Financial support for SR&ED claims and government funding applications. Expenditure tracking, project costing, and the schedules that back a claim when CRA reviews it.
Bookkeeping, monthly close, and management reporting delivered as a service on QuickBooks Online and Xero for Canadian businesses.
Explore serviceFederal and provincial tax compliance for corporations and individuals in Canada. T1, T2, GST/HST, and instalments planned before your fiscal year end.
Explore serviceIncorporation, CRA registrations, and first-year compliance for founders and foreign owners entering Canada.
Explore service