Your finances, finally making sense.
A few hours a month with someone who actually watches your numbers, so every decision is made with a clear financial picture, not a guess. Built for founder-led businesses moving from $1M to $5M in revenue, the stage where traction is real but the systems haven't caught up yet.
info@fractionaltradeassist.com · 647.504.7041
$1M → 5M
Typical revenue range of clients served
3
Advisors typically coordinated per engagement
9+
Years in business leadership roles
Sound familiar?
The books are getting done. Nobody's watching them.
The bookkeeper is bookkeeping. The accountant files the return. But nobody's sitting with you and saying: here's what this actually means for the decisions you're making right now.
That's the conversation I show up for.
Services
Three ways this shows up in your business.
Every engagement starts with a working session on your current numbers, then settles into a cadence that fits.
Monthly financial check-ins
A standing conversation where I translate the numbers, so you leave understanding your business better than when you walked in.
Ongoing
A second opinion on big calls
Evaluating a commercial space, weighing a hire, sizing up a one-off decision: the questions that feel too big to sit on alone.
As needed
A bridge to your advisors
I work alongside your accountant, lawyer, and financial planner, so their advice adds up into one coherent picture.
Coordinated
About me
My path here wasn't a straight line, and that's exactly why I'm good at this.
I'm a Fractional Finance Director working with founder-led, social-impact businesses moving from $1M to $5M in revenue, the stage where traction is real but the systems, structure, and financial clarity haven't caught up yet.
Before this, I spent years in leadership roles spanning nonprofit and corporate partnerships, including Executive Co-Director at Peace is Loud and Senior Manager of Corporate Partnerships at Plan International Canada. That path gave me a holistic view of what running a business actually takes, and the ability to meet founders where they are.
I'm currently completing my CPA designation through Toronto Metropolitan University, alongside the day-to-day work of sitting with clients and making their numbers make sense.
| One-time sessionSingle decision or gut check | Monthly retainerHow most clients work with me | Custom engagementScoped project or transition | |
|---|---|---|---|
| Focused working session | ✓ | ✓ | ✓ |
| Recurring monthly check-ins | – | ✓ | – |
| Advisor coordination | – | ✓ | ✓ |
| Priority access for time-sensitive questions | – | ✓ | – |
| Written summary or handoff notes | ✓ | ✓ | ✓ |
| Ask about pricing | Ask about pricing | Ask about pricing |
One-time session
Single decision or gut check- ✓ Focused working session
- – Recurring monthly check-ins
- – Advisor coordination
- – Priority access for time-sensitive questions
- ✓ Written summary or handoff notes
Monthly retainer
How most clients work with me- ✓ Focused working session
- ✓ Recurring monthly check-ins
- ✓ Advisor coordination
- ✓ Priority access for time-sensitive questions
- ✓ Written summary or handoff notes
Custom engagement
Scoped project or transition- ✓ Focused working session
- – Recurring monthly check-ins
- ✓ Advisor coordination
- – Priority access for time-sensitive questions
- ✓ Written summary or handoff notes
Pricing
Questions
Before you reach out.
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Founder-led, social-impact businesses moving from $1M to $5M in revenue, where the finances are technically handled, bookkeeping done, taxes filed, but nobody's helping you make sense of what the numbers mean for your next decision.
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I don't replace them, I work alongside them. Your bookkeeper and accountant keep the records straight; I help you understand what those records mean and use them to make decisions.
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Most clients work with me on a monthly retainer, a few hours a month reviewing budget, cash flow, and P&L. One-time sessions are available for a single decision.
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Book a time below. We'll start with a conversation about where your business is now and where the gaps in financial clarity are showing up.