What I do
What I actually do
Your business and your personal money are an interconnected system. I look after both, so a decision on one side doesn't quietly cause a problem on the other.
Your business
Understanding and steering your company
Knowing where the business stands, where it's heading, and what to do next. Whatever the money question is, we work through it together.
For example
- Numbers in plain language
- Cash runway, and when to act
- Budgets and forecasts
- Fundraising prep
- Pricing and margins
- Hiring plans
Where they meet
Decisions that touch both
Some choices land on the company and your household at the same time, so we plan them with both in view.
For example
- How much to pay yourself, and how
- When to reinvest or take money out
- Big personal purchases
- Planning for an eventual exit
Your life
Planning your own finances around the business
A personal plan built for a founder's uneven income, so your household is as steady as the company.
For example
- Tax, planned ahead
- Savings, RRSP and TFSA
- Insurance and cover
- The bigger goals
How it works
How working together works
Monthly
An ongoing partnership. We meet regularly, I keep your numbers current, and you have someone to call before a big decision.
One-off projects
A defined piece of work with a clear end, such as fundraising prep or your first proper budget.
Pricing depends on what you need, so I share it on the intro call.
Watch
Start with a conversation.
20 minutes to hear your story and see if we're a good fit.
Book an intro callSteven