Contractors, trades, and builders keep this province moving. I bring CPA-level strategy — fractional CFO leadership, tax, and bookkeeping — to the businesses that get their hands dirty.
Serving all of Canada, virtually — your first strategy session is on me.
Regulated by CPA Alberta
Calgary, Alberta
Serving all of Canada, virtually
Whether you're a founder who needs a strategic partner, a corporation navigating tax season, or a family protecting what you've built — my work is defined by precision, discretion, and a genuine commitment to your financial wellbeing.
Executive-level financial leadership without the full-time price tag. I embed into your business to drive profitability, manage cash flow, and build the infrastructure that supports sustainable growth in Calgary's competitive market.
Alberta's corporate landscape offers real tax advantages — but only when you know how to capture them. I deliver proactive strategies that minimize liability, ensure CRA compliance, and keep more profit working inside your business.
Your personal finances deserve the same strategic attention as a corporation's. I work with high-earning individuals, business owners, and families across Calgary to build tax-efficient plans that protect income and grow long-term wealth.
Accurate, up-to-date books are the foundation of every sound decision. I manage your day-to-day records so you always know where your business stands — and there's no mess to clean up at year-end.
For lenders, investors, or internal decisions, I prepare statements that are accurate, compliant, and clearly tell the story of your business. From notice-to-reader to review engagements, I match the right product to your needs.
Beyond compliance and reporting, I work one-on-one with individuals and owners to build financial literacy, improve money habits, and create a clear roadmap toward long-term independence.
Calgary's economy runs on trades, energy, real estate, and the entrepreneurs who show up every day. I've built my practice around the financial realities of these industries — the cash-flow patterns, the CRA complexities, the growth challenges. You get a CPA who already speaks your language.
I handle the financial complexity of holdbacks, WCB, progress billing, and job costing so you can focus on the build.
From incorporation decisions to vehicle deductions and crew payroll, I keep the books of skilled tradespeople running their own shops.
Alberta's energy sector has unique tax treatments and CRA compliance requirements — I navigate them for you, year-round.
I structure your holdings to minimize tax, track capital-gains exposure, and keep your portfolio CRA-compliant.
Fuel costs, asset depreciation, owner-operator deductions, and fleet management — I know the numbers that matter in this industry.
Tight margins demand tight books. I provide real-time financial visibility and GST/tip compliance support so nothing slips through.
Professional-corporation structuring, salary-dividend mix, and medical-expense planning tailored to Alberta's regulated professionals.
SR&ED tax credits, stock options, and the right corporate structure to protect your IP and defer tax as you scale.
You deserve more than an accountant who shows up at tax time. You deserve a financial partner.
Most firms treat clients like file numbers. I built this practice on a different belief — that every owner and individual deserves the quality of financial thinking that Fortune 500 companies take for granted. I bring that thinking to you, personally.
Whether you're a founder trying to scale, a professional building wealth, or a family navigating complexity — I'm in your corner all year long, not just in April.
No hand-offs to junior staff. Every call, every file, every strategy session — you get the CPA, not an assistant.
I don't wait for you to call with a problem. I monitor your financial position year-round and flag opportunities before they pass.
No billing surprises. Flat fees and transparent scopes mean you always know what you're paying for — and why it's worth it.
From your first incorporated year to your eventual exit or succession, my services grow with your ambitions.
Every engagement begins with a candid conversation about where you are financially and where you want to go. I review existing records, identify gaps, and understand your industry dynamics — whether you're in oil & gas, tech, retail, or professional services.
No templates. I build a tailored financial plan that aligns with your specific tax position, business structure, and growth ambitions. For fractional-CFO clients, that's a living financial model; for tax clients, a multi-year optimization roadmap.
From bookkeeping to CRA filings to board presentations, I handle the details with precision. Every deadline is met. Every document is audit-ready. Every filing reflects your best possible position under the Income Tax Act.
I don't disappear after tax season. Regular check-ins, proactive alerts on legislative changes, and open-door access throughout the year keep your finances aligned with your goals — so you're never caught off guard.
A no-commitment strategy conversation about what's possible for your business or your finances. Available in Calgary or virtually across all 10 provinces and 3 territories.
I take on a limited number of clients each year so every engagement gets the attention it deserves. If you want a CPA who will genuinely invest in your financial future, reach out.