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Let's get you set up for success!

Hi there, 

Thanks for spending some time on my website. 


What to expect on a good-fit call

  • I will ask you about your business, your goals and any other context you want to share with me

  • We will chat about what brought you to book a call

  • You can ask me any questions about my services in order to make an informed decision

  • We will get to know each other as people  

Who this is for:

Business owners who are looking to onboard a virtual CFO for their business and want to explore working together

If you are looking for specific tax advice...

As a general rule, I don't give out tax/ financial advice during the good fit call. The reason for this is simple- I need to take a look under the hood before I can give you a useful and accurate answer. 

If you need specific guidance, or are facing a challenge with the CRA you can book a 1hr. consult with me and I'd be happy to help. 

Who this is for:
Business owners who need specific advice, have a challenge they want to solve or need a second opinion

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