From Startup to Exit
We’ve Got Your Finances Covered

Virtual CFO | Exit Planning | Tax & Strategy | Bookkeeping | Year-End Accounting

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Running Your Business Shouldn't Feel Like a Guessing Game

Many successful business owners still feel uncertain about their numbers, until they get the right financial systems in place.

Drowning in the day-to-day

Invoices, payroll, bills… and still no clear picture of where your money’s going.

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Scaling without a roadmap

Working harder but unsure if your business is actually getting stronger.

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Stuck on big decisions

Every growth move feels risky when you’re guessing instead of knowing.

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No plan for the finish line

You want to sell or step back someday, but have no strategy to get there.

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The Hidden Price of Managing Finances Alone

Mistakes, wasted time, and missed opportunities add up.
You don't need to learn the hard way.

If You Are In Control Of
Your Finances

You always know where your money stands, no surprises, no stress
Financial decisions feel easy because you have clear insight and guidance
Growth feels manageable, you know exactly what steps to take next
Year-end reporting and taxes happen seamlessly, on time, without headaches
You can focus on clients, strategy, and scaling, not chasing numbers

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How We Can Help Your Business

There are a number of ways we can help make the financial side of your business clear, manageable and positioned for continued strategic growth:

Virtual CFO or Controller

You get expert financial oversight and guidance without having to hire someone full-time, or hire a full team. We help you strategically and intentionally optimize your business cash flow with specific guidance on an ongoing basis, based on real data and current financial information, which also results in increased profitability and overall business value. Also available for short-term transitions. Scale services up or down as needed.

Business Health Check

Not quite ready for a Controller or CFO? No problem. With our Business Health Check service, you will have a Zoom meeting either monthly or quarterly to review your financial performance and other important metrics, financial forecast, and to discuss your business strategy and other objectives to help you be better informed for strategic planning and decision making.

Year End Accounting

Preparation of financial statements and compilation engagement report in accordance with the CSRS 4200, Compilation Engagements standard.

Your choice of a video walk-through or meeting to review your financial statements will help you understand the story of your business that the numbers tell.

Corporate and Personal Taxes

Understand what impacts your taxes in order to better plan and optimize tax strategies, and let us take care of preparing and efiling your personal, corporate or trust tax returns. Also rest easy with optional support for CRA communications or review.

Cloud-Based Bookkeeping

Streamlined bookkeeping with interim financial reports and video analysis, so you always know where your numbers are at, while also staying on top of tax and compliance requirements throughout the year.

See how this could look for your business

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Smart Financial Strategy for Every Phase of Business

Whether you need accurate books, proactive tax planning, or CFO-level insights, our team ensures your finances drive healthy business growth

Financial Clarity

Know your numbers with confidence through accurate bookkeeping and transparent reporting.

Strategic Growth

Make informed decisions with actionable insights, forecasting, and expert guidance.

Tax Confidence

Stay compliant and optimize your tax strategy with proactive planning and filing.

Trusted Leadership

Rely on expert CFO support and smooth finance transitions when your business needs guidance.

Get the Financial Clarity and Strategic Guidance Your Business Deserves

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Who We Work With

While we have a diverse range of experience with different industries, the following areas are those in which we have exceptional experience and expertise.

Construction & Trades

We are familiar with both commercial and residential construction, and the nuances within, from holdbacks to your work-in-progress, and how to best address cash-flow challenges for both General Contractors and Subcontractors

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Professionals & Consultants

Recognizing that your time is best spent providing your services, we offer tailored approaches to handle your financial management and taxes in a way that works best for you.

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Technology & Science

We enjoy working with innovative technology and R&D companies, as we value the immense importance of technology in streamlining our own processes, and how technology can be used to enhance people's lives.

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Start-Ups, Due Diligence, & Exit

We offer M&A Due Diligence if you are looking to acquire a business, exit and transition planning if you are looking to plan your exit from your business, and advisory services if you are building your business, so you can feel confident you are on the right track, whatever direction you may be headed.

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Here's How We're Helping Businesses Like Yours Win, Grow, and Succeed

Kyle P.

"Josh has been a great support in making key financial decisions for my business. His diverse background allows him to relate to his clients and communicate complex concepts in a way that is easy to understand (he would make a great professor someday!). Josh’s exceptional professionalism, personable nature, and dedication to excellence make him an invaluable partner for any business. I highly endorse Josh for anyone seeking top-notch accounting and business advisory assistance."