Financial Planning

How We Help

Bookkeeping and Cloud Accounting

We manage your books using secure, modern tools like QuickBooks Online and integrated finance apps, so you have real-time visibility into your numbers anytime, anywhere.
Our promise is to provide accurate, automated, and audit-ready data you can trust.

Controllership and Financial Management

When you’re growing, you need more than bookkeeping; you need control.
Our controllers ensure your financial data stays reliable, your reports arrive on time, and your business decisions are backed by facts, not assumptions.
We design clean systems for:
• Month-end closings.
• Internal controls & reconciliations.
• Vendor payments & receivables management.
• Budget vs. actual reporting.

Fractional CFO Services

Get senior-level finance expertise at the fraction of the cost.
Our fractional CFO helps you:
• Model growth scenarios and cash runway
• Build budgets and forecasts
• Plan for expansion or M&A
• Analyze margins and unit economics
• Strengthen investor readiness
You’ll gain forward-looking insights that drive strategy, not just compliance.

Project-Based Support

We offer project-based solutions for:
• Accounting cleanups and catch-ups
• System implementations and integrations
• Geographical expansion (US, Canada, Europe)
• Exit planning, due diligence, and valuations
Whether it’s a one-time fix or a full transformation, we deliver clarity, speed, and structure.

Our Approach: The 5-Step Business Blueprint

Assess your current processes, strengths, and gaps.

We conduct thorough research of your existing accounting processes to gain insights into your business’s strengths and opportunities for improvement.

Identify your key revenue drivers and profit potential.

We delve deeper into understanding your most profitable clients and products and deriving key insights into what’s working well for you.

Build dashboards and CFO scorecards for visibility.

We create customized CFO dashboards to understand key revenue drivers, gross margins P&L trends, and team productivity to uncover deeper insights for your business growth.

Forecast short- and long-term cash runway.

We forecast short term and long term cashflow projections to identify gaps well in advance and define solutions that allow business to continue as normal without disruption.

Execute growth plans with measurable targets.

We build tailored, multi-year financial revenue, margin and profit targets that incorporates all aspects of your business and that can be benchmarked against on a monthly basis.