Take Control of Your Numbers. Finally.
Controller-level financial support for service businesses, without hiring in-house.
Clean books. Reliable reporting. Better financial control.
Because growth without financial visibility gets expensive.
Take Control of Your Numbers. Finally.
Controller-level financial support for service businesses, without hiring in-house.
Clean books. Reliable reporting. Real visibility into your numbers.
For service businesses ready to run with real numbers.
Take Control of Your Numbers. Finally.
Controller-level financial support for service businesses, without hiring in-house.
Clean books. Reliable reporting. Better financial control.
Because growth without financial visibility gets expensive.
Your business is growing -
but your back office is falling behind.
✔ Invoices go out late
✔ Don't trust your numbers
✔ Cash flow is unpredictable
✔ Making decisions without real data
That's where structure changes everything.
Financial Visibility Starts Here
Structured books, reconciliations, and reporting systems that create the foundation for accurate financial decision-making.
Forward Financial Visibility
We help business owners understand where their business is financially heading — not just where it’s been.
Cash Flow Outlook Reporting
See upcoming cash pressures, expected inflows, and major obligations before they happen.
Your business is growing -
but your back office is falling behind.
✔ Invoices go out late
✔ Don't trust your numbers
✔ Cash flow is unpredictable
✔ Making decisions without real data
That's where structure changes everything.
Financial Visibility Starts Here
Structured books, reconciliations, and reporting systems that create the foundation for accurate financial decision-making.
Forward Financial Visibility
We help business owners understand where their business is financially heading — not just where it’s been.
Cash Flow Outlook Reporting
See upcoming cash pressures, expected inflows, and major obligations before they happen.
The numbers matter. Understanding them matters more.
Meet the person behind the numbers.
Most businesses don't need a full-time controller. They need someone who can step in, bring structure to the financial back office, and provide clear, timely information when it matters.
With over 20 years of experience — from public practice at Deloitte to leading financial operations across dozens of companies — I created Back Office Financials to help growing businesses gain financial clarity, improve decision-making, and access controller-level support without the cost of a full-time finance department.
The numbers matter. Understanding them matters more.
Meet the person behind the numbers.
Most businesses don't need a full-time controller. They need someone who can step in, bring structure to the financial back office, and provide clear, timely information when it matters.
With over 20 years of experience — from public practice at Deloitte to leading financial operations across dozens of companies — I created Back Office Financials to help growing businesses gain financial clarity, improve decision-making, and access controller-level support without the cost of a full-time finance department.
Why business owners work with us
We take ownership
We treat your numbers like they matter — because your decisions depend on them.
Financial clarity that matters
Monthly reporting that shows where you stand, what changed, and what needs attention.
The back office gets handled
Invoices, tracking, follow-ups, and systems handled with structure and consistency.
We handle your back office - so you can focus on running your business.
Why business owners work with us
We take ownership
We treat your numbers like they matter — because your decisions depend on them.
Financial clarity that matters
Monthly reporting that shows where you stand, what changed, and what needs attention.
The back office gets handled
Invoices, tracking, follow-ups, and systems handled with structure and consistency.
We handle your back office - so you can focus on running your business.
See What Financial Visibility Looks Like
Stop making business decisions based on your bank balance.
We provide proactive reporting and forward-looking cash flow visibility so you can understand where your business is financially heading — not just where it's been.
Understand upcoming cash pressures before they happen.
Plan for payroll, taxes, repairs, and major expenses.
Gain visibility into expected cash inflows and outflows
Make decisions with financial clarity — not guesswork
Included in Financial Oversight & Advisory
Available as an add-on to Financial Control
Financial clarity today.
Stronger decision tomorrow.
Let us handle the numbers so you can focus on running and growing your business.
See What Financial Visibility Looks Like
Stop making business decisions based on your bank balance.
We provide proactive reporting and forward-looking cash flow visibility so you can understand where your business is financially heading — not just where it's been.
Understand upcoming cash pressures before they happen.
Plan for payroll, taxes, repairs, and major expenses.
Gain visibility into expected cash inflows and outflows
Make decisions with financial clarity — not guesswork
Included in Financial Oversight & Advisory
Available as a Financial Control add-on
Financial clarity today.
Stronger decision tomorrow.
Let us handle the numbers so you can focus on running and growing your business.
How we work together
Foundations
Reliable financial organization and monthly reporting for growing service businesses.
Monthly financial statements
Bank reconciliations
Transaction recording
Dext document management
QuickBooks online
Email support
$1,200
/mo
Financial Control
Enhanced reporting, compliance support, and operational financial visibility.
Includes everything in Foundations, plus:
Monthly financial review & reporting
GST filing & remittance
CRA account monitoring
Owner reporting & KPIs
Year-end working paper preparation
$2,150
/mo
Financial Oversight & Advisory
Comprehensive financial oversight and operational back-office support.
Includes everything in Financial Control, plus:
Full A/R & collections management
Full A/P management
Enhanced KPI & profitability insights
Monthly cash flow outlook
Ongoing advisory & higher-touch support
$3,800+
/mo
How we work together
Foundations
Reliable financial organization and monthly reporting for growing service businesses.
Monthly financial statements
Bank reconciliations
Transaction recording
Dext document management
QuickBooks online
Email support
$1,200
/mo
Financial Control
Enhanced reporting, compliance support, and operational financial visibility.
Monthly financial review & reporting
GST filing & remittance
CRA account monitoring
Owner reporting & KPIs
Year-end working paper preparation
$2,150
/mo
Financial Oversight & Advisory
Comprehensive financial oversight and operational back-office support.
Full A/R & collections management
Full A/P management
Enhanced KPI & profitability insights
Monthly cash flow outlook
Ongoing advisory & higher-touch support
$3,800+
/mo
Stop managing your books.
Start running your business.
We handle everything behind the scenes.
Stop managing your books.
Start running your business.
We handle everything behind the scenes.