Start where it feels most relevant.
There's no right order.
Revenue is there. Profit looks reasonable. But cash feels less predictable — and decisions take more effort than they used to.
What the process looks like, what you can expect at each stage, what it costs, and what you walk away with.
19 years. CPA. 20+ companies across Canada and the US. A specific way of working that prioritizes clarity.
Articles on cash flow forecasting errors, managing tight liquidity, and what happens when a business outgrows its structure.
Not because something is broken — but because the financial structure hasn't kept pace with the business. I've seen this pattern across 20+ companies, and I know where to look.
Based in Victoria, BC. Working with companies across Canada and the US.
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30-minute conversation costs nothing. I'll listen and tell you honestly what I think — no pitch, no obligation.
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