Elite Advisory Team

Trusted Experts,
Clear Outcomes

Work with experienced advisors across bookkeeping, controller support, grants, and automation — built for Canadian SMEs.

4
Core Specialists
50+
Years Combined
500+
SMEs Served
CPA
Led Frameworks
SJ
CPA Advisor

Sarah Johnson

Senior Accounting Lead

Sarah leads our accounting practice with deep expertise in cloud-native bookkeeping frameworks and CRA compliance strategy for Canadian SMEs.

Cloud BookkeepingTax FilingsCRA Compliance Representation
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MC
Senior Consultant

Michael Chen

Fractional Business Controller

Michael architects financial control structures and cash flow models that help businesses navigate complexity and optimize operational margins.

Cash Flow ForecastingInternal AuditingMargin Optimization
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ER
Funding Lead

Emily Rodriguez

Grants & Funding Advisor

Emily specializes in unlocking non-dilutive capital through federal and provincial grant programs, writing compelling audit-proof business narratives.

Government SubsidiesNarrative Business WritingCompliance
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DT
Technology Lead

David Thompson

IT & Automation Specialist

David designs and deploys automated technology stacks — from CRM pipelines to billing integrations — that eliminate manual overhead.

CRM AutomationsBilling Systems (Stripe)Custom Web Apps
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CRA Authorized

All professionals are authorized for CRA communication and representation on your behalf.

Dedicated Advisors

Each client receives a named advisor — not a rotating support queue.

5-Star Track Record

Consistent excellence across 500+ Canadian SMEs for over a decade.