Virtual CFO

We provide our clients with the expertise of an experienced seasoned Chief Financial Officer on a part time basis, a 
Virtual CFO.

Professional Advice

We promise fast, professional advice that is Proactive to help you manage and grow your business

Fixed Fees

Never again worry about the clock and what your bill will be with our flat rate fees tailored to your needs

Ideas Taking Shape

Delivering "Success through Partnership" as a strategic management partner.

Manage your budget On your terms

Our goal is to make you more profitable by looking after Your Bottom Line. We promise fast, professional advice with responsiveness and value no one can match. 

Are you looking for proactive advice to help you manage and grow your business? As your business grows and matures, you will need more than support or bookkeeping. There is a point where someone is needed to help you understand the numbers and financial statements versus just preparing them. 

So, if you’re looking for an advisor who does things differently and puts you at the center of their business and really cares about building a long-term relationship, then we know you’re going to love taking 60 minutes out of your day to meet with us. 
Book Your Free Consultation

Ideas Taking Shape

Value-Add-Partners

"Success through Partnership" as a strategic management solution with an option to have an equity investment partner.

Strategic Management

We bridge Value-Add-Partners (VAP) and investors to focus on sustainable business development for your organization.

Scalable Opportunities

We review the visionary's plan, purpose and value proposition and build partnerships for long term sustainable growth.

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Additional Services Available 

Financial Statements

Prepare your statements for GST, HST and other Canadian tax reporting

US Tax Returns

US & International tax issues, US gambling & lottery wins, IRS compliance

Financial & Strategic Plans

Help with preparing budgets and planning for your business success

Cash Flow Forecasting

Help optimizing working capital to ensure operational costs are secure

Financial Health Assessment

Recommendations to improve your bottom line

Hypnosis Training

Using healing modalities to help business owners thrive