Sound familiar?

You didn’t come this far to fail.

You're not running your business- your business is running you! Time off means business doesn't run as smoothly.

It's a Catch-22 situation: You need cash to grow but you need to grow to get cash.

You don't have a simple way to know what is working, and what isn't in your business.

Your spouse, family & close friends mean well, but they just don't understand the challenges you are facing.

You know what you want from your business, you just don't know how to get it.

What's an Outsourced CFO?

A Chief Financial Officer's (CFO) job is to guide a business towards being a growing, more profitable and successful business.

We will give you a plan so that you can have more profit and more cash flow than last year- every year.

All for one flat monthly fee.

You don't need a finance degree to run a business, but you do need someone who speaks the language of profit.

You didn’t come this far to fall short of success.

And you don't have to do it alone.

Approximately 50% of small businesses survive for five years.

Only about 33% reach the ten-year mark.

Source: Made In Canada

Our Services

We specialize in helping service and product-based businesses grow with confidence. We offer CFO-level financial insight- without the full-time hire. Whether you're scaling, optimizing, or stabilizing, we build financial strategies that align with your goals.

You and your CFO will meet for about an hour each month and give you two things:

• A Scoreboard - a very clear way to understand the performance of your entire business

• An Action Plan - your CFO will give you a short list of the most important steps that need to happen that month

Track your profit and cash flow each month

Not Just Spreadsheets. Not Just Financial Statements.

Real Strategy.

The right financial strategy turns chaos into clarity and goals into growth.

Analyze what's working and what isn't each month

... all so that you will stay on track to have a growing, more profitable, and successful business.

How We Help You Grow- Month after Month

... and all for one flat monthly fee

Simple. Strategic. Supportive.

For one monthly flat fee, you get:

A Clear Monthly Scoreboard

Compare your performance to the targets set in an easy, simplified way.

A Focused Action Plan

Get clear direction on what drives results- and do more of it.

Someone who understands and guides you towards achieving your goals.

A Trusted Financial Partner On Your Side

Alison transformed our financial strategy, leading to consistent profits and improved cash flow. Her expertise is invaluable for any growing business.

Emerson Rajaram, Principal of 3Tenets Consulting

★★★★★

What Clients Are Saying

Real Results. Real Businesses.

More client wins and results coming soon.

Ready to Turn Numbers Into Growth?

Let's build a plan for your business that is clear, confident, and built for success