Profit Growth Through Financial Visibility
Increased year-over-year profitability.
✓ Delivered strategic insights via monthly CFO reports + dashboards
✓ Provided hands-on mentorship to internal accounting teams
✓ Drove profit growth through clarity and consistency
$150K+ Annual Savings with Fractional CFO
Replaced a full-time hire—and saved six figures.
✓ Reduced headcount and streamlined admin team
✓ Delivered higher quality reporting and oversight
✓ Saved $150K+ annually, while improving financial leadership
$350K Real Estate Tax Savings
Dropped the tax rate from 50% to 27%.
✓ Reorganized structure and incorporated key team members
✓ Optimized tax planning for a 5.5 FTE real estate team
✓ Result: $350K+ in annual tax savings
$25M Exit to Public Company
Turned a $14M offer into a $25M sale.
✓ Led a tax-efficient corporate restructuring
✓ Transitioned accounting to IFRS post-close
✓ Advised on all stages of the sale to private equity
Initial Public Offering (IPO)
Share price 16x’d.
✓ Managed full audit and TSXV listing process
✓ Raised capital to fund a roll-up strategy
✓ Supported share growth from $0.25 to $4.00
Family Office CFO
Full-suite support for complex wealth.
✓ Structured deals, raised capital, measured returns
✓ Drafted shareholder, JV, and service agreements
✓ Net worth and asset valuation analysis