Real engagements.
Numbers that moved.

From 19 months of CRA arrears
to current — in 90 days.

A 34-person mechanical sub-trade had stopped filing HST returns 19 months earlier when their bookkeeper left mid-project. Three CRA arrears notices on the desk, a banking covenant breach 30 days out, and a binder of receipts in the foreman's truck.

Voluntary disclosure to CRA on day three. Migrated from QuickBooks Desktop to QBO with a rebuilt chart of accounts. Backfilled 19 months of bookkeeping in 6 weeks with two senior staff on-site. Filed all overdue HST returns, negotiated a payment plan, restored covenant compliance.

First SR&ED claim and a
$340K non-dilutive cheque.

A 22-person B2B SaaS, three years post-launch, had never claimed SR&ED. Their previous accountant told them they "probably didn't qualify." Two engineering teams had spent eighteen months building a multi-tenant data pipeline and a custom inference layer.

Eligibility memo in week one — qualified on both work streams. Built the technical narrative in interview sessions with the engineering leads. Reconstructed labour allocation from git history, payroll, and Slack. Filed the claim, defended one CRA review query, refund issued in month seven.

Three-entity consolidation,
month-end from 27 to 11 days.

A precision-parts manufacturer running three legal entities across two provinces. Month-end consolidation took 27 days, executive reporting was always two months stale, and the CFO had quit. The lender was asking for monthly covenant packages — and not getting them.

Stood up a fractional CFO. Rolled three NetSuite-compatible chart-of-accounts onto a single OneWorld instance. Designed an 11-day close calendar with named owners per work-stream. Trained the in-house team on the new cadence. Built a board reporting pack the lender now accepts as-is.

Inventory accuracy from
62% to 97.4% in one quarter.

A direct-to-consumer apparel brand selling on Shopify, Amazon, Etsy and a wholesale channel. Inventory accuracy at 62%, COGS lagged sales by two months, and the founder couldn't tell which SKU made money. Two stockouts during a Black Friday push.

Migrated from Shopify-only bookkeeping to an Odoo backbone with Shopify, Amazon and Etsy feeds. Built a custom landed-cost calculator that allocates freight, duty and FX to SKU. Stood up a daily inventory reconciliation, weekly cycle-count protocol, and a per-channel margin dashboard.

A six-clinic dental group's
HR re-platforming.

A six-clinic dental services organization with 84 clinical and administrative staff. Three different payroll providers, two HRIS systems inherited from acquisitions, and a turnover rate trending above 31% in dental assistants. No standardized comp band, no exit interviews, no benefits parity.

Designed a unified comp framework and benefits package across all six clinics. Consolidated payroll onto a single Wagepoint instance. Built a quarterly performance and retention review cadence with the clinic managers. Stood up exit interviews and a dashboard the executive team now reads at every monthly meeting.

A T3010 cleanup, a clean audit,
and a new funder onboarded.

A registered charity, $2.6M in restricted-fund inflows, running on a tired QuickBooks Desktop install. Two T3010 returns filed late, restricted-fund accounting blurred with operating funds, and a major foundation funder had paused on a $400K grant pending an audited statement.

Migrated to QuickBooks Online with restricted-fund class tracking. Re-stated two prior years of fund balances. Filed both overdue T3010 returns. Built an audit binder and liaised with the external auditor through a clean opinion. Stood up a quarterly donor reporting pack the foundation funder accepted as their new standard.