From clean books to CFO-level strategy — institutional-grade financial discipline for Quebec entrepreneurs.
Clean, accurate books every month — so you always know where you stand financially.
Most small business owners are running their finances on guesswork. They look at their bank balance to decide if they can afford something. That's not a strategy — it's a risk.
Our Essentials plan gives you a complete financial picture every month: categorized transactions, reconciled bank accounts, and a clear P&L statement you can actually read.
Everything in Essentials, plus the strategic financial guidance your business needs to scale.
A full-time CFO costs $150,000–$250,000 per year. Most growing businesses can't justify that. But they still need CFO-level thinking to make smart decisions about hiring, pricing, cash flow, and growth.
Our Growth plan gives you access to Roger's Big Four expertise at a fraction of the cost — including quarterly strategy sessions, payroll compliance, and priority support.
Investor-ready reporting, KPI dashboards, and dedicated strategic advisory — tailored to your business.
When you're raising capital, planning an exit, or navigating a period of rapid growth, you need more than a bookkeeper. You need a strategic financial partner who understands your business at a deep level.
Our CFO Advisory plan gives you Roger as your dedicated fractional CFO — attending monthly strategy sessions, building your KPI dashboard, and preparing the investor-ready reports that serious growth requires.
For eligible companies that incurred R&D expenses in Canada or are seeking grants. We identify your eligible SR&ED expenses, prepare the claim, and submit it to the CRA on your behalf.
No upfront cost — you only pay when you receive your credit.
Learn MoreIncorporate your business in Quebec or federally. We handle the paperwork, advise on the optimal structure (sole proprietorship vs. corporation), and ensure you start on the right legal and tax footing.
Includes structure recommendation, government filing, and initial tax setup.
Learn MoreBook a free 30-minute call. We'll review your situation and recommend the right level of support — no commitment required.
Book a Free Discovery Call