Proudly based in Québec

Finance for technology companies

Financial expertise.As your business evolves.

Work through the decisions ahead with experienced CFO guidance and a team that carries the financial work through. From your next board meeting to a raise or potential sale, build on numbers you can trust.

Explore the financial work

From financial results to your next decision

A plan you can explain.

Connected financial view

ActualsCurrent planNext quarter
Revenue$240k$270k$310k
People & engineering$150k$165k$190k
Other operating costs$60k$65k$75k
The decision

When can we expand the team?

  • Revenue assumptions
  • Hiring commitments
  • Cash requirements
Illustrative operating plan · CAD · Not client results

Expertise that grows with you.

  • Founders
  • CEOs
  • Finance leaders
  • Growing teams
  • Established businesses

01 / When the stakes change

Move forward with a financial plan.

Build a relationship with people who understand your business. Draw on deeper support when the next decision asks more of finance.

Prepare for your next raise.

Bring financial results, forecasts and funding requirements into a story you can explain to investors and lenders.

Example work product

Funding preparation

  • Reconciled financial results
  • Forecast and key assumptions
  • Use of funds and cash needs

A clear view of what you need to fund.

Plan the next stage of growth.

Work through what hiring, product investment and expansion mean for your performance and cash before you commit.

Example work product

Growth scenarios

  • Current operating plan
  • Proposed hiring and investment
  • Revenue and cash sensitivities

Tradeoffs you can discuss. A plan you can follow.

Get leaner with a clear plan.

Evaluate spending and revenue scenarios, identify commitments, and turn a change of direction into an operating plan.

Example work product

Operating reset

  • Cost base
  • Commitments
  • Revised plan

Know the financial impact of your choices.

Get your financials ready for diligence.

Organize the records behind your results and explain changes in performance as you prepare for a potential sale.

Example work product

Diligence preparation

  • Financial history
  • Supporting schedules
  • Open questions

Be ready to explain the numbers.

Walk into the boardroom prepared.

Review results with someone who can challenge assumptions, explain variances and help you work through what comes next.

Example work product

Management reporting

  • Actuals vs. plan
  • What changed
  • Decisions ahead

An informed conversation about the business.

02 / Advice backed by execution

Senior judgment. A team to carry it through.

Financial leadership

Experienced CFOs help you evaluate plans, challenge assumptions and prepare for consequential financial decisions.

Accounting execution

Controllers and accountants maintain the books, reconcile accounts, investigate differences and prepare dependable reporting.

Systems and automation

Our team improves how information moves between your tools, with review and clear responsibility for the recurring work.

03 / The financial foundation

Numbers you can stand behind.

Example workflow

Understand what you earned. See what you collected.

Connect contract terms, invoices, collections and accounting to distinguish revenue earned from cash received.

What we bring together

  • Contract terms and delivery obligations
  • Billing schedules and customer invoices
  • Collections and bank deposits
  • Revenue and deferred revenue schedules

What it helps you do

Explain revenue performance and cash timing from the same underlying records.

Start with the decision ahead

What does your business need from finance next?

Bring us the questions you are working through and a picture of how finance runs today. We’ll explore where experienced guidance and additional execution could help.

  • The immediate priority and what is changing
  • The information and expertise you already have
  • The work to own and the right level of support

04 / How we work

Start where you are. Build from there.

Understand the business.

Start with your priorities, the decisions ahead and how your team handles finance today.

Agree on the questions that need answers.

Set the scope and ownership.

Identify the guidance, accounting work and systems improvements needed. Agree on responsibilities with your team and existing advisers.

Make the work and its owners clear.

Deliver, review and adapt.

Maintain the agreed finance work, review results together and adjust the level of support as the business changes.

Keep advice connected to execution.

05 / Our people

Experience you can build on.

06 / Your questions

A fit for your team.

Do we need to be raising money to work together?

No. Ongoing financial oversight, dependable accounting and help with planning can be valuable well before a financing or transaction. We start with what your business needs today.

We already have a finance leader. Where do you fit?

We work alongside your team. That can mean additional accounting capacity, help with systems and reporting, or senior support on a specific financial question. We agree on responsibilities before work begins.

Can we start with fractional CFO guidance?

Yes. We can begin with the financial questions you need help answering and assess the information available. If underlying accounting work needs attention, we will identify it and agree on how to address it.

How do you support a raise or potential sale?

We can help prepare financial information, forecasts and supporting schedules, and work through questions about the numbers. The scope is agreed with you and coordinated with your legal, financing or transaction advisers.

What about Canadian tax and SR&ED?

We help organize financial records and cost information to support tax preparation and work with your SR&ED specialists. Eligibility, technical documentation and filing responsibilities are addressed with the relevant advisers as part of the agreed scope.

Do we need to replace our existing tools?

We begin by understanding your current setup. Improvements may involve better processes, connections between tools or automation. Any system changes are based on the work needed and agreed with your team.

Your business. Your next decision.

Let’s work through what comes next.

Tell us what is changing and where you need financial support. We’ll find a practical place to start.