Building Financial Excellence Through Experience

We've spent years understanding what truly matters in working capital analysis—not just the numbers, but the real-world impact on Canadian businesses navigating complex financial decisions.

Years Experience

450+

Business Analyses

92%

Client Retention

Team Members

What Drives Our Work

These aren't just corporate buzzwords—they're principles we've developed through years of seeing what actually works in financial analysis.

Practical Over Perfect

We've learned that the most elegant financial model means nothing if it doesn't help you make better business decisions. Our approach focuses on actionable insights rather than theoretical perfection.

"When Riverside Manufacturing needed quick cash flow analysis for their expansion, we delivered a working model in 48 hours instead of a perfect presentation in two weeks. They secured their financing and grew by 30% that year."

Education Through Partnership

We don't just hand over reports—we teach you how to read them, question them, and improve them. Every client engagement becomes a learning opportunity for both sides.

Our monthly review sessions with clients often turn into informal masterclasses where business owners share insights that reshape our understanding of industry-specific challenges.

Context Over Complexity

A manufacturing company's working capital needs look completely different from a service provider's. We've analyzed enough businesses to know that industry context matters more than fancy formulas.

Our agriculture clients taught us that seasonal cash flow patterns can't be captured in standard quarterly reports—so we developed rolling 18-month analysis methods specifically for Canadian farming operations.

Team collaboration in modern office environment

Founded 2017

Headquarters Smiths Falls, ON

Focus Areas 3 Core Services

Client Base SME & Mid-Market

Why We're Here (And Why It Matters)

Back in 2017, our founder Nadine Wickham spent three months helping a local manufacturer understand why their profitable business was always short on cash. That experience revealed a gap—there were plenty of accountants and plenty of consultants, but few people bridging practical financial analysis with real business operations.

Today, we work with Canadian businesses to make sense of their working capital, not just measure it. We've seen too many companies struggle with cash flow despite strong sales, and too many business owners intimidated by their own financial reports.

Clear explanations that don't require an MBA to understand
Analysis focused on actionable decisions, not academic theory
Long-term partnerships that grow with your business needs
Canadian market expertise with local business understanding

Our learning programs launching in late 2025 will extend this philosophy—teaching working capital analysis through real case studies from our client work, not hypothetical textbook examples.

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