The finance function your company is missing.

If one of these sounds like this month, that is the place to start.

• Profitable on paper, tight in the bank

  The P&L says the year went well and the bank balance disagrees. Receivables, inventory, deposits and tax instalments are eating the profit before you see it.

  Cash flow management

• Busy, and not sure which work makes money

  Revenue grows, profit does not. Nobody has the margin by job, product or client, so pricing is a guess and the wrong work keeps getting sold.

  Pricing and margin

• A lender or investor asked for numbers you do not have

  A forecast, a cash flow, a clean set of statements, a story that holds together. The bookkeeper is not the person to build it, and the CPA is busy with tax.

  Funding readiness

• Thinking about selling in a few years

  The books need to be the kind a buyer's accountant can trust: normalised earnings, add-backs documented, revenue recognised properly, owner costs separated.

  Exit-ready financials

• Fractional CFOFractional CFO for BC companies between $500K and $30M: cash, margin, forecasts and lender-ready numbers without a full-time finance hire
• Cash flow managementCash flow management for BC businesses: a 13-week cash forecast, collections discipline and payment timing so you stop running on the bank balance
• Pricing and marginPricing and margin work for BC companies: cost every product, job and customer, set prices from the real margin and stop paying to serve bad work
• Budgeting and forecastingBudgets and rolling forecasts for BC companies: an annual plan you can run, a monthly reforecast and variance reports that explain what changed
• KPI dashboards and reportingKPI dashboards and monthly reporting for BC owners: the eight to twelve numbers that run your business, live, in one place, with a close you can read
• Financial systems and bookkeeping stackFinancial systems for BC companies: the right accounting, payroll, payments and job-costing stack, set up so the books close on time
• Funding readinessFunding readiness for BC companies: clean financials, a defensible forecast and a lender or investor package prepared before you ask for the money
• Exit-ready financialsExit-ready financials for BC owners: normalised earnings, clean books and three years of credible numbers so a buyer pays for the business you built
• Finance team structureFinance team structure for BC companies: who you need at each stage from bookkeeper to controller to CFO, what to outsource and when, and how to hire them

Published figures from companies Ali's agencies have built and marketed. Growth you can measure is growth you can finance and price.

• 300%ROI on marketing spendCombiBoiler.caA boiler specialist that turned marketing spend into a measured return
• 26+Communities servedGasBoilers.caServing many communities without losing track of where the margin lives
• 400%Organic traffic growthRomaHeating.caOrganic traffic growth that lowered the cost of every new customer
• 250%Lead growthCanroHeat.caLead growth that had to be matched by capacity and cash
• 3xLeads in 90 daysBCWide.caTripling leads in ninety days and planning the cash to serve them
• 850+Articles publishedHeatLand.caA content library that kept producing leads long after it was paid for

Each of these is a business whose platform Ali's team built and markets today. The figures are the ones each company publishes, the same standard we hold a client's dashboard to.

• Leaks.ca

  British Columbia

  The educational hub and service-support division of Leak.ca. Leak symptoms, causes, prevention, detection technologies, property damage and insurance guidance for BC homeowners, strata and property managers, with enquiries routed to Leak.ca.

  9 BC regions covered100% non-invasive methods

• CombiBoiler.ca

  Vancouver, BC

  A dedicated combi boiler installation platform built from scratch for Metro Vancouver. Programmatic SEO, Google Ads and conversion-optimised landing pages across 25+ communities.

  300% ROI300+ monthly leads500+ page one rankings

  Read the result
• GasBoilers.ca

  Burnaby, BC

  A dedicated gas boiler division for CANRO Heat, focused on installation, repair and maintenance. A service network across 26+ BC communities with brand-specific landing pages and emergency service capture.

  26+ BC communities served76+ Google reviews12+ service categories

  Read the result

• 5 minute read

  Finance mistakes in the first year of a startup, and the fixes

  The finance mistakes BC founders make in year one, from mixing personal and business money to pricing below cost, and what to put in place early

• 4 minute read

  Using AI in bookkeeping and reporting without the risk

  Where AI helps a BC company's finance function, where it does not belong, and the controls that keep automated bookkeeping accurate and private

• 4 minute read

  Automating accounts receivable and collections

  How a BC company shortens collection time with automated invoicing, reminders, online payment and a weekly collections routine that keeps customers onside

Questions we hear first

• What does a fractional CFO actually do?

  A fractional CFO owns the finance function of your company for the days a month it needs one. That means the forecast, the cash position, pricing and margin, the monthly reporting, and the conversations with your bank, investors or a buyer. Your bookkeeper records what happened. Your CPA reports and files it. The CFO decides what should happen next and makes sure the money is there to do it.

• What does a fractional CFO cost in Vancouver?

  We price by engagement band, never by the hour. A Fractional Executive seat runs $25K to $60K per month depending on company size and days required. An Advisory Retainer runs $8K to $25K per month for companies that already have a controller. Defined projects run as a Workshop of two to four weeks at $30K to $80K or a 90-Day Sprint at $80K to $250K. A Strategy Session is $499 for 90 minutes.

• How is this different from my bookkeeper or my CPA?

  Your bookkeeper records transactions and keeps the ledger current. Your CPA prepares year-end statements, files tax and handles any assurance work. Neither is paid to run the finance function week to week, build the forecast or sit with you when a pricing, hiring or borrowing decision is made. We do that part, and we work alongside both of them. We are not accountants or auditors and we do not replace them.

• How quickly will we see results?

  The diagnosis comes back within the first month and usually changes how you see the business immediately. Cash improvements from invoicing sooner, taking deposits and collecting faster show up within the first quarter. Margin improvements from repricing take a quarter to flow through. Systems and reporting changes show at the first close after they are built. We tell you in the first week which of these applies to you.

• What do we need to share with you?

  Your last two to three years of financial statements and tax filings, your current year management reports, bank statements, aged receivables and payables, and access to your accounting software. For pricing and margin work, sales by product and customer and payroll by role. For funding or exit work, every loan and shareholder agreement. We send a short list before we start so nothing is a surprise.

• Is our financial information confidential?

  Yes. We sign a non-disclosure agreement on request before we see anything. Your data stays in your systems. We do not share client information between engagements, we do not put your financial data into tools that do not meet your confidentiality requirements, and we do not name clients in our materials without written permission. Contact is direct, by phone, text or email, with Ali.