Services
Finance expertise, sized to fit.
Every organization needs reliable numbers, credible reporting, and someone who can answer "what happens if…" with confidence. We work alongside owners, managers, finance teams and local governments, monthly, by project, or at a critical moment.
Expert Bookkeeping
Complex books handled with a senior hand.
For organizations where the structure itself is the complication: several revenue streams, several entities, or several stakeholders who each need their own view of the numbers.
- Multi-practitioner clinics. Practitioner splits, payouts and revenue allocation tracked cleanly and consistently.
- Property management. Property-level and portfolio reporting, owner statements and expense allocation.
- Corporate groups. Intercompany transactions, allocations and consistent treatment across every entity.
Fractional Financial Analyst
Senior analysis, without the full-time hire.
The insight of an experienced financial analyst, part-time or as needed. Suited to organizations that have outgrown spreadsheets kept "just in case" but aren't ready to staff a permanent analyst.
- Management reporting. Decision-ready packages that show what happened and why it matters.
- Financial modelling. Purpose-built models for growth plans, capital decisions and operational trade-offs.
- Budgets and forecasts. Annual budgets and rolling forecasts that stay useful all year.
- "What-if" assessments. The impact of a new hire, a price change, an acquisition or a downturn, before you commit.
- Ad hoc support. An experienced set of eyes when an unexpected question or a lender request comes up.
CPA-Level Support
Expertise on your side when you need it.
Specialized reporting for organizations pursuing or servicing debt financing. Lenders expect a specific format, detail and timing; we make sure your numbers meet them.
- Specialized reporting. Cash flow and pro forma projections, profitability assessments and whatever else supports a better decision.
- Financing, then every year after. Consolidated statements and projections for the request, and loan covenant reporting once the loan is in place.
Local Government Finance
A former local government finance supervisor, on contract.
For municipalities and regional districts that need experienced help for a defined project or a busy stretch, without adding a permanent position. Janelle spent more than a decade in local government finance, leading the consolidated year-end and the annual audit, so she knows the deadlines, the standards and how council expects to see the numbers.
- Financial reporting. Year-end close, consolidated financial statements under Public Sector Accounting Standards, and audit preparation.
- Financial planning. Budgets, five-year financial plans and the reports that go to council.
- Accounting operations. Reconciliations, payables, receivables and month-end close when the team is stretched.
- Projects. Defined pieces of work with a clear scope and end date, such as implementing a new accounting standard, reviewing tangible capital asset records, reviewing reserves and funds, or documenting year-end processes.
- Busy seasons and contract cover. Contract work through year-end, audit and budget season, or while a team member is on leave.
- January to April
- Year-end close, audit and consolidated financial statements
- By May 15
- Audited statements to the Province; financial plan and property tax bylaw adopted
- By June 30
- Statement of Financial Information
- Fall and winter
- Budget for the next five-year financial plan
Not sure which service fits?
Start with a short conversation about what's on your plate. We'll scope a project, monthly support, or a hand during a busy stretch.