
Business Advisory
In today’s fast-changing business world, the right financial guidance is not just an advantage—it’s essential. Yet not every company can, or should, maintain a full-time CFO. That’s why our Fractional CFO services in Calgary provide flexible and cost-effective access to CPA-level financial expertise.
With this approach, your business gains more than an advisor. Instead, you gain a strategic partner who helps manage costs, strengthen profitability, and guide long-term financial growth—without the expense of a full-time hire.
Our business advisory services include, but are not limited to:
- EBusiness Plan - Elevate your business strategy with our expert business plan services. We will provide you with a solid foundation to secure financing, attract investors, and guide your business towards its objectives.
- ETax Planning - Navigate the complexities of tax obligations with our expert tax planning and budgeting assistance. We will help you optimize your tax position while staying compliant.
- EBudgeting, Forecasting, and Management - Reports: Transform your financial planning with our budgeting, forecasting, and management reporting services. Our techniques are designed to give you a clear roadmap to profitability and growth.
- EFundamental Financial Statemen - Analysis: Gain deeper insights into your business's financial health with our fundamental financial statement analysis. We will equip you with the necessary tools to make informed decisions with confidence.
- ECash Flow Management - Secure your business liquidity and operational stability with our precise cash flow management services. We will enable you to capitalize on opportunities and mitigate risks.
- EFinancial and Strategic - Planning: Chart a course for success with our comprehensive financial and strategic planning services. We will assist you to align your financial goals with your business vision for sustained growth.
- EInternal Controls Assessment - Strengthen your business operations with our internal controls assessment to ensure efficiency, compliance, and protection against errors and fraud.
- EFraud Prevention and Detection - Safeguard your assets and reputation with our proactive fraud prevention and detection strategies. We will help you foster a secure and trustworthy business environment.


Book an Appointment
We provide timely, personalized support for your financial needs. Our Chartered Professional Accountants specialize in bookkeeping, payroll, tax, CFO, advisory, and grant consulting. By booking an appointment, you connect with the right CPA. As a result, you save time, gain accurate guidance, and improve efficiency. In turn, this helps reduce taxes, manage costs, and grow profitability.