Areas of expertise
Senior finance leadership,
engaged the way you need it
Every engagement is led personally by an experienced CPA, CA with public-company CFO experience — ongoing fractional support, interim coverage, or a defined project.
Finance leadership
Ongoing or temporary senior leadership for the finance function itself.
Fractional CFO Services
Senior financial leadership for growing companies that need CFO-level judgement — without the cost of a full-time executive.
- Strategic finance leadership on a part-time basis
- Forecasting, budgeting, and cash-flow management
- Board and investor reporting
Interim CFO Services
Experienced CFO coverage when your finance leadership seat is suddenly empty — or about to be.
- Coverage for CFO departures and leaves
- Audit, filing, and transaction continuity
- Finance-team stabilization
Controller & Finance-Function Oversight
Senior direction for a capable accounting team that needs leadership, structure, and a faster close.
- Controller and accounting-team supervision
- Month-end close improvement
- Management reporting and KPI dashboards
Public markets & transactions
Issuer reporting, listings, financings, and deals — the deadline-driven work.
Public-Company & Financial Reporting
Reporting discipline for issuers — IFRS financial statements, MD&A, audit coordination, and the calendar that keeps it all on time.
- IFRS quarterly and annual reporting
- MD&A and continuous disclosure support
- Audit and audit-committee coordination
TSX, TSXV & Going-Public Advisory
Financial readiness for companies preparing to list — and the reporting infrastructure to succeed after the bell rings.
- Listing-readiness assessment
- IFRS reporting and audit preparation
- Working-capital and use-of-proceeds models
Capital Raising & Transaction Support
Get the numbers, materials, and diligence house in order before investors start asking questions.
- Financing preparation and readiness
- Investor materials and financial models
- Due-diligence and data-room preparation
Mergers, Acquisitions & Due Diligence
Senior financial support through the most consequential transactions a company undertakes — on either side of the table.
- Buy-side and sell-side financial support
- Due-diligence and data-room preparation
- Quality-of-earnings and purchase-price analysis
Planning & visibility
The models and cash discipline that make the rest of the work possible.
Financial Modelling & Forecasting
Models built by someone who has had to defend them — to boards, investors, auditors, and lenders.
- Integrated three-statement models
- Scenario and sensitivity analysis
- Investor and use-of-proceeds models
Cash-Flow Management
Know exactly where cash stands, where it is going, and how long it lasts — before the answer becomes urgent.
- Short- and long-term cash forecasting
- Weekly cash management discipline
- Burn-rate and runway analysis
Not sure which fits?
Most engagements combine elements of several services — a fractional CFO engagement that starts with a cash-flow rebuild, or interim coverage that turns into financing support. Two quick ways to narrow it down:
Discuss your finance function
with an experienced CFO
A brief, confidential conversation is the fastest way to find out whether fractional or interim CFO support fits your situation.