CFO Advisory Services

Whether you’re a seasoned entrepreneur or just starting out, my CFO services will leave you feeling organized and equipped with the knowledge to launch or grow your business with confidence!


30-day program, 3-5 hours/week

Perfect for: Start-ups and DIY entrepreneurs

  • Incorporation support

  • Business plan creation/support

  • Cloud accounting system setup

  • Financial process development

  • CRA/Payroll/GST setup

  • Unlimited cheerleading (coaching)

    Starting at $2,000


60-day program, 3-5 hours/week

Perfect for: Growth-stage or mature businesses

  • All LEVEL ONE services

  • Cash flow planning and management

  • Profit and cost optimization

  • Strategic business planning

  • Financing (loans) application

  • Performance metric development

  • Unlimited cheerleading (coaching)

    Starting at $4,000

If you’re undecided which package is right for you or don’t know where to begin, contact me for a free consultation and we’ll create the perfect package together based on needs and budget.