/01
Bookkeeping
Reconciled, classified, audit-ready books in QuickBooks Online or Xero. Closed by the 8th, every month, with a written variance note.
Plain numbers.
Clear method.
A boutique Canadian finance firm. We do the bookkeeping properly the first time, run the controller function so the board never has to ask twice, and step in as fractional CFO when a business is past scrappy and not yet at scale.
Book a discovery call30 minutes · confidential · no obligation
/02 — Services
Three engagements, one operator behind them.
Most clients start at one tier and move up. We build the books first, then run them, then advise from them.
/02
Controller
Month-end, board pack, cash forecast, and internal controls — run by a chartered accountant, not subcontracted out.
/03
Fractional CFO
A senior operator in the room when it matters. Capital, deals, FP&A, exit prep — for businesses past scrappy and not yet at scale.
/03 — Who we serve
Owner-operated businesses with real finance work to do.
SMBs
Owner-managed businesses
$2M to $50M in revenue. Founders who want a finance function that actually closes the month, not a dashboard that pretends to.
Nonprofits
Charities & nonprofits
Registered Canadian charities and US 501(c)(3)s. Fund accounting, T3010 / Form 990 readiness, board-ready financials.
Multi-entity
Holdcos & group structures
Cross-border groups, intercompany reconciliations, consolidated reporting. The boring, important kind of work.
/04 — About the firm
A senior operator, sitting on your side of the table.
CFO Science is led by a chartered accountant with two decades of operating finance behind him — including running the finance function inside several owner-managed businesses, two of his own successful exits, and a senior seat on the team at Touchsides when it sold to Heineken in 2019.
The firm exists because most boutique finance work falls into one of two traps: beautiful books that go nowhere, or strategic advice with no machinery underneath. We do both, and we keep the work to a small number of clients on purpose.
/05 — How we work
Senior judgment in front. Software — including AI — behind it.
We use modern tooling, including AI, inside our delivery. It makes the work faster and the figures more accurate. It is the method, not the message — a chartered accountant still signs his name to every set of books that leave the firm.
/01 · Discovery
A 30-minute call
We learn the business, your finance pain, and what good would look like a year from now. No deck, no pitch.
/02 · Diagnostic
A two-week look
We review the chart of accounts, last three closes, and the systems behind them. You get a written diagnostic — yours to keep.
/03 · Engagement
Onboarding & cadence
30-day onboarding to bring the books current and clean. From there, monthly close, quarterly review, and a named CA on every file.
/04 · Review
Quarterly, written
Every quarter we write down what changed, what's working, and what we'd do next. The relationship is meant to compound.
A note on AI
We use AI to do the parts of finance work that machines do better than humans — coding transactions, flagging anomalies, drafting commentary. Humans do the rest. The published price reflects the savings; we don't keep them.
/06 — Next step
Worth a 30-minute conversation,
even if it isn't a fit.
We take on a small number of new clients each quarter. The discovery call is free, confidential, and ends with a written one-pager — whether or not we end up working together.
Book a discovery call