Fractional CFO for Tech, Law, E-com & Cannabis
Monthly management accounts, cash flow clarity, and investor‑grade reporting—built for growing businesses in British Columbia.
Monthly Management Accounts
Clear Income Statement, Balance Sheet, and Cash Flow with budget vs. actuals.
Controls & Compliance
Close checklists, segregation of duties, audit-ready files.
Automation
Excel/VBA + Python workflows to tame messy data and PDFs.
Who We Serve
Specialized playbooks for your sector, without the overhead of a full‑time CFO.
Tech Startups
Cash runway, SaaS metrics, board reporting, fundraising prep.
Law Firms
Trust accounting, WIP/realization, partner dashboards, IOLTA controls.
E-commerce
SKU profitability, CAC:LTV, inventory turns, channel P&L.
Cannabis
Cost accounting, compliance-ready reporting, cash controls.
Services
Monthly Close & Reporting
Concise scope, fixed monthly fee, cancel anytime.
Budgeting & Forecasting
Concise scope, fixed monthly fee, cancel anytime.
Cash Flow & Working Capital
Concise scope, fixed monthly fee, cancel anytime.
KPI Dashboarding
Concise scope, fixed monthly fee, cancel anytime.
Systems & Automation
Concise scope, fixed monthly fee, cancel anytime.
Investor/Bank Packs
Concise scope, fixed monthly fee, cancel anytime.
Simple Pricing
Pick the cadence that fits your stage. Custom quotes available.
- • Monthly management accounts
- • Cash flow snapshot
- • Email support
Get Started- • Bi‑weekly check‑ins
- • Rolling forecast
- • Dashboard & KPIs
Get Started- • Weekly finance partner
- • Board reporting
- • Fundraising support
Get StartedWhat Clients Say
“We finally understand our unit economics. The monthly pack is board‑ready.”
— CTO, BC SaaS Startup
“Trust accounting is tight and cash flow predictable—exactly what we needed.”
— Managing Partner, Vancouver Law Firm
FAQ
How long to get set up?
Most clients are live in 2–3 weeks depending on systems and data.
Can you work with my existing systems?
Yes—Xero, QuickBooks, Excel, Airtable, and custom CSV/PDF workflows.
Do you do taxes or audits?
No. I partner with local firms and focus on finance operations and reporting.
Where are you based?
British Columbia, Canada. Engagements are remote‑first with on‑site by request.