AH

Financial Reporting & Month-End Control

• Manage full-cycle accounting operations, including AP, AR, payroll, general ledger, and treasury
• Lead and optimize the month-end close process to ensure timely and accurate financial reporting
• Prepare and review accruals and balance sheet reconciliations, including cash, receivables, payables, payroll liabilities, sales taxes, and credit cards
• Deliver reliable monthly financial statements and management reporting packages
• Coordinate year-end reporting and work directly with external accountants and auditors

Tax & Compliance Management

• Ensure compliance with corporate income tax, payroll remittances, and GST/HST/PST filings
• Maintain accurate financial records aligned with regulatory and audit requirements
• Support year-end tax preparation and ongoing tax planning from an operational perspective

Revenue Recognition & Project Financial Management

• Implement and maintain proper revenue recognition policies, including percentage-of-completion and accrual accounting
• Monitor and reconcile work-in-progress (WIP), deferred revenue, and unbilled revenue
• Establish structured job costing and project profitability tracking
• Deliver margin analysis, cost-to-complete reporting, and financial performance insights

Internal Controls & Finance Process Improvement

• Design and strengthen internal control frameworks to reduce risk and improve financial accuracy
• Develop and implement accounting policies, procedures, and standardized workflows
• Improve month-end close timelines, reporting processes, and financial visibility
• Support finance system implementation, automation, and operational efficiency

Financial Planning, Cash Flow & Strategic Support

• Act as a trusted finance partner to founders and leadership teams
• Prepare budgets, forecasts, and financial models to support business decision-making
• Manage cash flow forecasting and working capital optimization
• Provide financial insights on performance, profitability, and growth opportunities

How It Works

My services are delivered on a part-time basis with a fixed number of hours per month, ensuring you receive ongoing financial oversight, reporting, and strategic support throughout the year.

To ensure consistency, quality, and long-term financial stability, I work with clients on a 12-month engagement with a defined monthly time commitment.

Typical engagements range from:

• 20 hours per month – Early-stage or small businesses requiring foundational finance support
• 40 hours per month – Growing businesses requiring regular oversight and process improvement
• 60+ hours per month – Scaling businesses requiring more active financial management and support

This structure ensures your finance function remains consistent, controlled, and scalable as your business grows.

Custom Pricing

Pricing is tailored based on your business size, complexity, and required level of support.

Click below to request a custom quote and determine the right level of support for your business.