Comprehensive financial and business solutions, customized to your business. Think experienced accountant, business strategist and CFO all built into one.

CFO & Business Advisory Services in Calgary

A Chief Financial Officer (CFO) provides strategic leadership and direction within a business. Not all businesses require a full-time CFO, but I believe every business needs the skills of a CFO to aid in strategic decision-making and to ensure that the company’s financial and business strategies are in sync. And while that alone brings great value to a business, I also play a variety of roles for my clients including business advisor, coach, sounding board, instructor and accountant.

BWCA offers your business a suite of specialized CFO and business advisory services that are customized to meet your business objectives and fulfill your individual needs as an owner. These services are typically suitable for businesses with sales in excess of $1 million annually, and generally involve a 12-month working cycle.

Delivered in three phases, it is the ideal solution for owner-managed businesses that do not have an in-house senior accountant, controller or CFO. Our clients are seeking the technical expertise, business acumen and leadership offered by an experienced advisor and CFO, but on a part-time or as-needed basis. Through one-on-one sessions, I will take you through each of these phases:

  • Phase 1: Discovery – using a diagnostic process, I consider the health and direction of every area of your business.
  • Phase 2: Guidance – I will develop a plan focused on enhanced financial performance, striving for maximum growth.
  • Phase 3: Action – I will work alongside you to transform our findings into action steps to support financial performance, growth and peace of mind.

Click on the diagram to learn more about the services I provide at each phase. When you click one of the spokes in the wheel, you can explore information regarding each of these elements of my business advisory methodology.

Fixed Pricing

My professional service fees are offered on a fixed basis once we have assessed your needs and business objectives.

My Guarantee

I offer my clients a 100% satisfaction guarantee - if you are not fully satisfied, I will keep working with you until you are, or refund a portion of your fees.

Complimentary Consultation

Contact me today and let's take your business to a higher level!

Call 403-228-2535 or
send an email.