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

How our services can help your Calgary business

Owning a business can be incredibly rewarding. It can also be unbelievably challenging and often overwhelming. In working with many business owners over the years I realized that no one can do it all. It is this realization that led me to change the focus of my practice over a decade ago.

I provide CFO and business advisory services that help address the financial and management issues business owners face, with a focus on increasing profitability and cash flow. BusinessWORKS Chartered Accountants’ (BWCA’s) services are the result of over 26 years’ experience helping owner-managed businesses succeed in connecting their financial and business strategies to their vision. Finding and implementing this critical connection is what makes my services truly unique and different from those of a traditional accounting or business consulting firm.

The benefits include:

  • Improved ability to control profitability and risk
  • Heightened understanding of and accountability for actions and results
  • Independent sounding board to support or challenge ideas
  • Peace of mind regarding business strategy and direction
  • Access to straightforward and trustworthy financial information, interpreted and connected in the context of your business

My approach is to begin by sitting down with you to learn about your business. I perform preliminary analysis and then together we decide on the best way to move forward. Working with you on a one-to-one basis, I help guide you through strategic thinking, business planning, decision making, financial forecasting, monitoring and scorekeeping and profit and cash flow improvement planning. The process typically unfolds over a period of a year or more.

BWCA’s services are customized to each client’s needs and specific business dynamics. Most business owners choose to take advantage of my CFO and Business Advisory Services since they are the most comprehensive. For those who aren’t quite ready to make that commitment, I also offer an introductory Profit Improvement Program.

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.