Understand your business clearly.
Fractional CFO services, financial analysis and AI agents for owner-led businesses in Canada. Better visibility, stronger cash flow, fewer manual tasks.
Free 30-minute call · No commitment · English or Spanish
Sample dashboard
Cash runway
Days sales outstanding
Gross margin
Sound familiar?
Reports arrive weeks after the month ends.
Cash is tight even when sales look good.
Numbers live in five spreadsheets and nobody trusts them.
Every decision still goes through the owner.
We're busy — but are we actually making money?
Book a free 30-minute call (opens in a new tab)What we do
Financial visibility
Monthly dashboards, executive reports and KPIs you can act on.
Learn more: Financial visibilityProfitability and cash
Margin analysis, cash flow projections and budget variance.
Learn more: Profitability and cashStrategic advisory
A senior finance partner for pricing, growth and financing decisions.
Learn more: Strategic advisoryAI agents
Automated collections, follow-up, onboarding, reporting and customer service.
Learn more: AI agentsHow it works
1. Diagnose
Financial Diagnostic Pro: a senior review of your books with a prioritized action list. CAD $475.
2. Plan
We agree on the plan and the AI agents that fit your business.
3. Run
Monthly dashboards, reports and strategy meetings. AI agents handle the repetitive work.
Who we work with
Owner-led businesses with CAD $1M to $25M in revenue and no in-house CFO.
- Medical and dental clinics
- Veterinary clinics
- Construction and renovation
- Law firms and professional services
- Animal care: boarding, grooming and daycare
- Nonprofits
- Technology and IT services
How the numbers work
Illustrative example — not a client result
For a business with CAD $800,000 in annual credit sales, every day of collection time holds about CAD $2,190 of cash. Bringing average collection time from 45 to 20 days frees about CAD $55,000 of working capital.
45 → 20 days
average collection time
≈ CAD $2,190
cash per day of collection time
≈ CAD $55K
working capital freed
What we don't do
We don't do bookkeeping or month-end close. We work with your accountant and your existing books in QuickBooks Online, Xero or Excel.
Your data stays in Canada
Client data is stored in Canada. We follow PIPEDA and CASL.