CPA · Financial Controllership for SMEs

Rigorous financial controllership, in service of your business decisions.

Controller-level expertise applied to your business, beyond bookkeeping. Available year-round, not just at tax time.

Financial statements received three months late no longer change your decisions.

What sets my support apart

Availability

Here all year

Direct access all year long, not just during tax season. Questions come up continuously, and so do the answers.

Perspective

A controller's read

An understanding of how your business operates, beyond a backward-looking reading of the numbers.

Clarity

Reports that make sense

Key indicators presented simply, for quick reading and immediate understanding.

Strategy

Real support

Support with financing processes and the business decisions that matter, like pricing, hiring, or growth.

Two ways to work together

Core expertise

Financial controllership support

Ongoing, strategic follow-up to support management in its decisions.

  • Budgets, financial forecasts, and cash management
  • Monthly reports for management and partners
  • Dashboards and key performance indicators (KPIs)
  • Automation and improvement of accounting processes
  • Implementation of internal controls
Compliance

Financial statement preparation

Preparation and review of financial statements for incorporated companies, along with associated tax filings.

  • Monthly, quarterly, or annual financial statements
  • Corporate tax returns

Let's discuss your financial situation.

A first conversation, no obligation, to understand your needs.

Or send me a note

Prefer the phone? 514-774-9310