Whether you need structure, visibility, or finance leadership, engagements are designed around your current stage and operating complexity — not predefined packages.
Three engagement approaches — reflecting different stages of operational and financial complexity. Scope and fee are always tailored to the engagement.
Early-stage companies building a stronger finance foundation.
Everything in Foundational Finance, plus:
Businesses scaling operations and preparing for larger decisions.
Everything in Growth Finance, plus:
Organizations facing significant growth, complexity, or transformation.
Not ready for ongoing support? The Finance Diagnostic is a good place to start — a structured written assessment of your finance function, delivered as a professional report with no further commitment required.
Book your diagnostic →Scoped and delivered as standalone projects — independent of any retainer.
13-week cash flow model — Build or rebuild your short-term cash flow model with assumptions documentation and scenario toggles.
Annual budget build — 3-statement budget with departmental inputs, assumptions log, and scenario analysis.
3-statement financial model — Full integrated model for planning, fundraising, or scenario analysis.
QBO / Xero setup and cleanup — Chart of accounts design, integrations, bank feeds, and process documentation.
SR&ED financial eligibility assessment — Identifying eligible expenditures, structuring the cost base, and preparing financial schedules. Technical narrative by client or SR&ED specialist.
Investor pitch deck financials — Financial slides and projections structured for a fundraising conversation.
Finance systems & AI workflow readiness — Documentation, workflow mapping, accounting rule design, and validation frameworks that support scalable finance automation and AI-driven workflows.
We talk about what is happening in your business — where it is working, what is not, and what is getting in the way. No slide deck. No sales process.
A structured written assessment of your finance function — findings, priorities, and a recommended roadmap. Standalone service, fixed fee, no further commitment required.
If ongoing support makes sense, we build a formal scope together — specific deliverables and a fixed monthly fee. Tailored to your situation. No surprises.
Monthly reporting, forecasting, and advisory — delivered consistently. Month-to-month with 30 days notice. Cancel any time.
Not sure where you fit?
Good. That already works. A short conversation is enough to figure out what makes sense.
If you'd like to explore whether this applies to your situation, start with our free Finance Self-Assessment — then we can have a short conversation about what you find.
Take the Free Self-Assessment