Your finances, finally making sense.
Knowing them is your job. Watching them is mine.
Every month, I keep a close eye on your finances and translate what they’re telling you. I want you to make every decision with accuracy and real confidence. I work with founder-led businesses, typically under $3M in revenue, run by people who know their finances matter but don’t have time to stay on top of them.
info@fractionaltradeassist.com · 647.504.7041
500k - 3M
Typical revenue range of clients served
3
Advisors typically coordinated per engagement
9+
Years in business leadership roles
Sound familiar?
Sound familiar? The books are getting done. But 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. Think of me as your part-time finance team. As your Finance Director, I’m invested in the health and direction of your business, and I stand shoulder to shoulder with you so you’re never making the big calls alone. As your Controller, I’m obsessed with getting your numbers right, both where you are today and where you’re headed.
Services
Three ways I work with you.
We always start with a working session on your current numbers. From there, we find the rhythm that fits your business.
Monthly Financial Check Ins
I review your reconciled books, track actuals against forecast, and build the tools you need to see where you stand. Each month, we meet for 90 minutes to focus on three to five key metrics you’ll come to know inside out. Between meetings, I’m an email away. Most clients start here, at about 10 hours a month (roughly $850 plus HST), with a six-month minimum.
ONGOING
A Second Opinion On Big Calls
Leasing a space, making a hire, or any decision that feels too big to sit on alone. It works best once I know your numbers, so it usually follows monthly check-ins, though it can stand alone.
AS NEEDED
A Bridge To Your Advisors
I work alongside your accountant, lawyer, and financial planner so their advice lines up and you’re no longer stuck in the middle.
Coordinated
| Monthly Financial Check InsOngoing. How most clients work with me | A Second Opinion On Big CallsAs needed | A Bridge To Your AdvisorsCoordinated | |
|---|---|---|---|
| Focused working session | ✓ | ✓ | ✓ |
| Recurring monthly check-ins | ✓ | – | – |
| Advisor coordination | ✓ | – | ✓ |
| Priority access for time-sensitive questions | ✓ | – | – |
| Written summary or handoff notes | ✓ | ✓ | ✓ |
Monthly Financial Check Ins
Ongoing. 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
A Second Opinion On Big Calls
As needed- ✓ Focused working session
- – Recurring monthly check-ins
- – Advisor coordination
- – Priority access for time-sensitive questions
- ✓ Written summary or handoff notes
A Bridge To Your Advisors
Coordinated- ✓ Focused working session
- – Recurring monthly check-ins
- ✓ Advisor coordination
- – Priority access for time-sensitive questions
- ✓ Written summary or handoff notes
Pricing
Pay Transparency
My rate is $85/hour plus HST. I share it openly because I believe talking about money, without shame or secrecy, is how we all get more comfortable with it.
About me
My path here wasn’t a straight line, and that’s exactly why I’m built for this.
I work with founder-led businesses, typically under $3M in revenue. I know you didn’t start your business to manage the finances, but as a business owner, you don’t have the luxury of not understanding them. I take the financial management of your business off your plate and teach you what matters, so you get your time back and make decisions with confidence.
Before this, I spent years in leadership roles, running organizations, wearing every hat, and managing major partnerships and sales targets. I’ve been the one signing off on budgets and making hard calls with incomplete information. I know what it feels like to be overwhelmed and stretched thin, and I bring that perspective to every client.
I understand that people’s relationship with money usually starts long before their business does, often in childhood. I bring care and understanding to that. My style is warm and straightforward. I’ll be honest and clear with you about where things stand, and I’ll be right there with you to work through it.
I’m working towards my CPA designation, so the advice you get is grounded in both real-world leadership and technical training.
Questions
Before you reach out.
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Founder-led businesses, typically under $3M in revenue, where the bookkeeping is done, but nobody’s helping you understand what the numbers mean for your next decision. It’s for founders who know their finances matter but don’t have the time to stay on top of them.
My work depends on clean, up-to-date books, so I ask that clients work with a bookkeeper. If you don’t have one yet, or your books need some catching up, let me know. I work with a fantastic network of bookkeepers and accountants who I can connect you with before we begin.
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Your bookkeeper keeps track of what’s already happened, and your accountant files your taxes. I don’t replace them. I work alongside them. I review your financial reports every month and tell you what they mean. I track your actuals against your budget and forecast and flag risks and opportunities early. I answer the questions you’re always mulling over. Can we afford to hire? Can I finally give myself a raise? When is cash going to get tight? Along the way, you’ll come to understand the numbers that matter most, without having to manage them yourself.
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We start with a working session to get the full picture: your current numbers, what’s keeping you up at night, and where you want your business to go. From there, most clients move into monthly check-ins. Each month, I review your books and track your actuals against your budget and forecast before we meet for 90 minutes to talk through what I’m seeing. Between meetings, you can reach me by email whenever something comes up. When a bigger decision lands on your desk, we tackle it together, and I’ll loop in your accountant, lawyer, or financial planner when needed.
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It starts with a conversation. Book a free discovery call below, and we’ll talk about your business, what’s on your mind, and whether we’re a good fit. If we are, I’ll put together a proposal that outlines how I’d support you and what it would cost. Once you’re ready, we’ll set up our first working session and go from there.