Who I work with
I work with growing businesses at different stages, from early-stage startups building financial foundations to established companies looking for stronger reporting, cash flow management, and strategic financial support.
General contractors, subtrades and specialty contractors who need to know where each job stands while it's still running — not after it closes.
Job costing and true cost allocation
WIP schedules, over/under billing
Progress billing and holdbacks
Equipment and crew capacity decisions
T5018 filing and subtrade compliance
Lender reporting packages
I also work with:
Support ranges from bookkeeping and financial reporting to forecasting, cash flow management, and fractional CFO services. See Startup Services below.
Property-level reporting, owner statements, trust account discipline, portfolio consolidation.
Law firms, consultancies and other professional practices — utilization and realization, client and project profitability, multi-jurisdiction payroll.
Project profitability, recurring revenue tracking, and margin visibility across service lines.
Based in Victoria, BC. Remote-first, so I work with clients across BC, AB, SK, MB and ON — including multi-province payroll, GST/HST, the PST rules that differ between BC, SK and MB, and ON's HST. On-site time is available in Greater Victoria.
A focused 20–30 minutes, no cost, no pitch. If you're comfortable sharing financial statements in advance, I'll review them before the meeting — and we'll look at how your numbers run today, honestly, whether or not you hire me.
Prefer to call? 778-677-3898.