What I Do
You don’t need “more reports.” You need reliable numbers and a repeatable process—then support using them to make decisions.
Most clients start with the Onboarding & Diagnostic, then move into monthly support.
Onboarding & Diagnostic
Get clarity on where your finance function is strong, where it’s weak, and what to fix first.
Includes:
**Finance systems audit (process, data flow, controls, reporting quality)
**Cash & Clarity Report (core statements + 90-day cash forecast) **Cleanup/catch-up plan (and execution if needed)
Range of Investment: $1,000–$3,000 one-time
Accounting & Reporting
A consistent monthly/quarterly close and financials that reflect reality.
Includes:
**Workflow + automation supervision (reduce manual work & errors)
**Accruals, estimates, and journal entries (so reporting matches reality)
**Standard financial reports (P&L, Balance Sheet, Cash Flow) **Internal controls (protect cash, reduce drift, catch issues early)
Range of Investment: $500–$3,000/month
Financial Planning & Analysis
Visibility forward—tied to your actual numbers.
Includes:
**Rolling 90-day cash forecast (updated regularly)
**Budget + reforecast
**Profit forecasts and runway planning
**KPIs and dashboards (margin analysis, customer/product/service insights)
**Scenario planning (what if sales dip, costs rise, you add staff, etc.)
Range of investment: $750 – $3000 per month
Coaching & Advisory
Decision support for owners making high-stakes calls.
Includes:
**Strategic financial decisions (pricing, hiring, equipment, financing, etc.)
**Regular meetings (monthly/quarterly or as-needed cadence) **Action plans + follow-through
Range of investment: $500 – $3500 per month
Extras
**GST/PST filings ($150 – $300 per month)
**Collections support ($150 – $1000 per month)
**Client invoicing ($150 – 500 per month)
**Bill pay ($500 – $1000 per month)
**Clean-up/catch-up ($1000 – $3000 one-time investment)