About Us

I am a CPA,CA and have significant experience with companies of all sizes up to $250mm revenue. I prefer to work with
startups - start with the exit strategy - ensure you have detailed cash flow projections to make sure you avoid that serious trip to the bank to handle the unexpected
small to medium operating businesses - prepare a target valuation that sets out your expectations to exit - I can assist with that, the strategic planning that is required, and implementation. My most recent personal startup, one of 3, was a WINERY which my team and I developed from a 1,000 case acquisition to 30,000 cases sales, a minimum valuation of $31.5mm and a top 10 position amongst 250 independent BC wineries, in less than 7 years.
I can assist anywhere in the surviving to thriving cycle.
My rates are reasonable requiring a minimum commitment of 6 hours per month at reasonable rates.

How We Got Started

desire to stay inolved in small business after full time retirement

Products & Services
Most businesses need Chief Financial Officer services from the pre-startup to business exit stages. CFO's are costly on an annual or monthly basis,...
Recommendations Given (4)
"Dino is incredible to works with / smart, personable, creative, hard working and a great..." Read more "Dino is incredible to works with / smart, personable, creative, hard working and a great listener very capable of providing excellent advise, "
"Claude has a very diverse background including being a CPA, CA. He is smart, very capable and..." Read more "Claude has a very diverse background including being a CPA, CA. He is smart, very capable and very detail oriented. He has a very strong understanding of small medium business needs."