Cashflow Advisory For
Confident Owners
Led by CPA, CA with 10+ years of experience | Big-4 Experience | Startup Leader
While cashflow breaks most companies, the ones who understand it early grow faster, outperform competitors, and scale with fewer setbacks. Investing in proactive cashflow visibility gives you the confidence, clarity, and stability to strengthen relationships and accelerate the ambitious vision you’re already building.
Increase clarity and identify potential blindspots
A no-obligation discussion on your priorities
Fractional Cashflow Support
Stay ahead of cashflow pressures with proactive oversight, weekly visibility, and strategic guidance without the cost or complexity of a full-time CFO.
What You Gain
Weekly visibility into the timing of cash inflows and outflows
Early warning signals before cashflow pressures become problems
More confident decisions involving payroll, suppliers, lenders, and growth
See if your cashflow is ready to fuel growth or holding it back
Owners &
Visionaries
Clear insights
​
Fewer surprises
​​
Confident decisions
Controllers & Implementers
Stronger process
Cleaner reporting
​​
Faster turnaround
Investors &
Strategic Partners
Reliable visibility
​
Timely reporting
​
Easier oversight
Who we help
Growing companies face pressure, complexity, and uncertainty. We help the leaders at the center get clarity when it matters most. Partnering with growth-stage companies ($5M - $100M) that want clearer cashflow visibility, faster decisions, and more confidence scaling without more reports or noise.
Our Expertise
We’ve lived the stress, the uncertainty, and the pressure of growth, now we help lead you through it. Making decisions with integrity under pressure.
Credentials
• CPA, CA with 10+ years in finance
• Big-4 experience across multi-national entities
• Led $70M startup exit
• Implemented ERPs & redesigned
financial structures
Real-World Leadership
• Led high-pressure teams through rapid scale
• Managed multi-site operations, product launches, JV negotiations
• Understand burnout, uncertainty, and the real stress founders face
Industry-Specific Insights
• Agriculture, manufacturing, cannabis, CPG, professional services
• Deep understanding of operational bottlenecks affecting cashflow
After years leading teams through rapid scale, late-night pivots, acquisitions, system failures, and high-stakes decisions, we now help founders navigate these same challenges with clarity instead of chaos.
Our
Offerings
Clarity & Cash Control
- Stage 1
90-day Working capital model​
​
Chart of Accounts optimization
Automated bank feeds and reconciliations
​
Early warning signals and structured budget​
Cashflow reporting and metrics
Founders building their financial foundation
For founders building their first reliable financial foundation
Growth & Stability
- Stage 2
Teams navigating the next stage of growth
Bank-ready 13-week cashflow forecast
FX & Covenant
monitoring
What-if, runway and scenario planning
Monthly lender
reporting pack
​
Collections & payables optimization
For teams scaling with debt, equity or operational cashflow
Exit & Value Maximization
- Stage 3
Owners preparing for their next adventure
Clean, reliable financials buyers can trust
​​​
Clear cashflow reports you can rely on
​​​
Normalized numbers buyers will expect
​​
Forecasts built from
real financial results
​​
Organized data to
help exit faster
For owners preparing to capitalize on their legacy
Each growth stage brings new pressures. Our tailored offerings ensure you have the clarity, control, and structure needed to move faster, avoid surprises, and make confident, strategic decisions at every stage of growth.
Our Process
Each step is thoughtfully designed to address your needs and ensure smooth, impactful implementation to support your success and desired outcomes
Diagnostic
Automate
Forecast
Scenarios
Advise
Outcome
Identify the real issues, not the symptoms
Outcome
Stop wasting hours
chasing numbers
Outcome
See ahead and plan
with more certainty
Outcome
Test decisions
before acting
Outcome
Honest answers when they matter most
What We Do
What We Do
What We Do
What We Do
What We Do
Clarity on root
problems & what
to fix first
Standardize reconciliations, bank feeds, & workflows
Build a 90-day cashflow model directly to bank data
Run what-if scenarios,
FX impact, and
covenant testing
Ongoing cadence with contextualized cashflow reporting
Where to
find us
Servicing businesses operating in or planning to enter Canada with businesses based in Ontario.