We are not a
traditional accounting firm.
We work inside the owner-led businesses as the finance function they do not have yet- cash,
pricing, structure, and the decisions that turn on all three.
WHO WE WORK WITH
We deliver for owner-operators. One owner, or a small group of owners, actually running the business.
A good company, too many hats, and no CFO in the building.
Our home ground is Alberta’s blue-collar economy - oil and gas services, trades, construction, machining.
That is where we are from. It is not a fence.
We put you in our systems, clean up your processes, and give you numbers you can make decisions on.
Best fit is roughly $1M-$10M in annual revenue: big enough that the numbers have consequences, small enough that the owner still makes the call.
READ THIS BEFORE YOU CALL
If you want the cheapest year-end file, we are not the right fit.
If you are looking for a yes man, we are not the right fit.
We will challenge you. More to the point, we will challenge your status quo.
You can expect to talk to us regularly, because working with us means working on your team - and honestly, that is the most efficienct way to get anything done.
WHO YOU’LL BE WORKING WITH
The traditional firm is a pyramid - junior, senior, manager, partner - and every year there is a new face on your file. That is precisely what makes us different.
We are a team. Equal parts, each with an equal and important role. Our team becomes your team when you work with us.
Caitlin Vivian, CPA
Fractional CFO. Strategy, structure, and the conversations nobody else will start.
WHAT THAT ACTUALLY COVERS
Brooke
Full-cycle accounting and payroll.
The one who recognizes immediate actions.
Kristal
Accounting Clerk and data entry. The one who keeps it moving.
Far beyond bookkeeping and tax. Cash flow, pricing, growth decisions, financing conversations, and the structural questions most owners only get asked once it is too late to answer them cheaply.
Three levels of engagement.
Anything BUT Basic, Bookkeeping
Your accounting, payroll and tax handled, on best-of-breed software, so
you can get back to running the business. For a company where the owner is stretched too thin.
Take Charge - Financial Management
Regular financial management - bookkeeping, payroll, cash flow and tax - for a business ready to win back the hours and act on what the numbers say.
Coach’s Corner: Your Strategic Partner
A standing stategic seat at your table. Full reporting, coaching against your growth goals, and unlimited access.
All three are fixed-fee, so you know what you will pay in advance.