What our clients are saying …

As we grow our business the challenge of organizing and analyzing our results becomes increasingly critical. Steve brings the skills needed to turn these results into solid, informed business decisions. Having a clear view of where we are and where we are going is very valuable to us.”

Mike Pecora and Ron Gordon
Wellington Systems Inc.

Steve has helped provide the valuable insight to the financial details (both positive and negative) and cash flow required for our business to remain positive and healthy for us as owners and for our financial institutions. Steve also brings an outside view to our management meetings and  has the ability to ask the tough questions and challenge our management team, with a set of eyes that are not blurred with the day to day. This valuable input has supported our ability to internally monitor and deliver our vision.”

Dan Jones
Partner & COO, EPS AB Energy Canada Ltd.

Steve acts as our CFO.  He provides us with the information that holds us accountable to the success of our business. When we started working together, Steve noted, “If it can be measured, it can be managed” – very true indeed.”

Mike Whitmore
Vice President, IDT Systems Inc.

About Us

Over time your financial needs change as your business grows and evolves. We are here to help you reach your financial goals with confidence.

CFO Advisory Services

We enable you to identify new opportunities to increase revenue, develop solutions to reduce costs and identify strategies to reduce your risk.