Our CPA, CFO & Business Partners have made the commitment to support their clients with Advisory Services. Below is a listing of all engaged Partners.
If you are looking for a business to work with or looking to join our Advisory Program - let us help get your business on the right path.
Jeff has more than 30 years of experience working with small to medium-sized businesses across various industries both as a CFO and as a consultant. With a background in both accounting and operations (including in turnaround situations) has provided Jeff with the expertise and ability to not only "analyze the numbers" but also to understand what they mean to the business owner and the company from an operational perspective. Jeff's most rewarding clients are those who recognize that although the business may be running smoothly, there are opportunities for improvement and growth. Companies with emerging financial reporting processes who may be experiencing cash flow and operational barriers are a great fit for Jeff's skillset and advisory strengths.
Working mostly remotely, I have over 25 years of experience in the financial services industry with more than 700 completed projects. Faure Accounting specializes in cash management, budgeting, financial modelling and forecasting for businesses in the 1M - 15M annual revenue range across the construction, architecture, IT/IS, non-profit, and wholesale industries.
Darrell Diggs is the president of Data Just Data, Inc., an information technology & management consulting firm established in 2012. Mr. Diggs holds degrees from the University of Maryland in Computer Systems Management and from Columbia Union College in Organization Management. His continuing education includes Lean Six Sigma Black from Villanova University; he is a participant in the IRS Annual Filing Season Tax Preparation program; and a certified Intuit QuickBooks ProAdvisor. Darrell leverages his education and training with 20 plus years experience in Information Management to assist the SMB market and business owners meet their compliance goals.
We have been providing business services to small businesses for over 10 years. There’s so many pieces that go towards making a business successful and there’s one thing that ensures the doors stay open . . . good cashflow. We enjoy working with our business owners to help them realise their goals and in doing so understanding their numbers and gaining financial literacy.
It’s Your Time is located in Vancouver, BC; we work remotely across Canada
We partner with our clients to enhance their strengths while confronting their challenges with practical business solutions.
We are passionate about our work and are committed to the following:
Coming from a place of service, compassion and strength
Teaming with our clients to discover the spark that will ignite passion and excellence within them
Supporting our clients to take solid, measurable action so they realize their goals
Teaming with our clients to achieve scalable and measurable results
President and CEO
Financial Management Professional with over 30 years experience providing Business Advisory and Compliance Support Services to Small Businesses and Individuals. We work with clients that are goal-driven, results-oriented and vision-focused to become the best business owner possible.
I have been helping business owners get clarity on their financials for over 15 years. I love uncovering the facts that help owners make effective choices in the nick of time. I believe that the TRUTH guides us to better results. Because of this, I seek to illuminate the path to a A Bigger Bottom Line for all my clients by using internet based technology coupled with a skilled staff that can provide transparent, real-time, financials for better decision making. I have been a long time QuickBooks ProAdvisor and I specialize in the online version and all connected online platforms. I have a physical office in Irvine California and a team of staff that work both onsite and remotely for the best of both worlds. My team gets the books done for us so my clients and I can look ahead weekly at what's to come. Continuous improvement is what sets us apart from the competition. We've been helping our clients get peace of mind for over 25 years by harnessing the power of online technology & integrations! Our core values are TRUTH, TRUST, TRANSPARENCY, PERSISTENCE, and ACHIEVEMENT. We believe that what gets SCHEDULED gets accomplished, so please book a meeting with us to find out how we can help you today!
Richard Dang received his CA designation in 2008 and has been in public practice for over 10 years. In between his public practice experience, he worked as a Chief Financial Officer for a family run company. Richard joined Gadowsky & Associates on June 1, 2017. As a trusted business advisor, he focuses on client needs, utilizing optimal strategies to increase their wealth and achieve their goals. He lives in Sherwood Park with his wife, Angela and their two daughters; in his spare time, he coaches and plays soccer.
Gadowsky & Associates is located in Edmonton, Alberta, Canada
Neil Blue is the managing partner at Faber LLP and is a fourth-generation public accountant. Neil is extremely engaging with clients and values the personal relationships in his work. He skillfully assists new businesses through the inevitable start up challenges they encounter. Neil is experienced in and passionate about entrepreneurship; this trait uniquely positions him to help small-medium sized businesses capitalize on their strengths and manage cash flow to their advantage.
Located in Edmonton, AB Canada, Faber LLP also works remotely throughout the country.
‘Your Big Bank’ provides experienced CFO services to educate our clients on effective growth methods to scale their business. Step-by-step, we show you exactly how to expedite financial growth and scale your company by keeping more money in your pocket while remaining in full financial control.
4 Key Factors to take your business to the next level…
1. Tax planning
2. Cash Flow Management of your Revenue, Loans and Investments
3. Bookkeeping and Accounting to provide you w/ Accurate reports
4. A Financial Consultant to help you create the Optimal Business Strategies
Your Big Bank is based in Maryland and works remotely through the USA.
David is a businessperson who can optimize your company’s cash flow, advising on challenges throughout the company…not just in the finance department. Let’s model your business using Dryrun and identify areas for improvement, then we’ll plan and implement changes that will have the biggest impact on cash flow. We won’t need to guess what works since we’ll have the plan on your Dryrun “what if” models. Get to know me better at via LinkedIn and through the videos I’ve created with the Dryrun team. Let’s talk and see if it makes sense to work together.
David Safeer International in located in Salt Lake City and serves clients worldwide in English, Español, e Portuguese.
Founder & CEO of NeatBooks, Olga Hurtado has over 19 years of accounting and finance experience. She earned her degree in Finance & International Business in her native country Colombia, and she is currently pursuing her MBA with concentration in Business Intelligence/Analytics at Nova Southeastern University. She is also a Quickbooks Online Proadvisor, Blockchain for Business Certified by Cornell University and member of American Institute of Professional Bookkeepers. She has strong accounting and finance skills with analytical abilities and she is a strategic visionary who has helped several clients transition from small to midsize companies. Her ethics and work values designed the framework of Neatbooks which has contributed to 100% client retention. Her main goal is to help clients maximize their profits by using their financials wisely.
Neatbooks is based in Miami, FL and also works remotely.
Chad Davis, CPA, CMA and Josh Zweig, CPA, CA, LPA, partners and co-founders at LiveCA have created a model for modern cloud accounting practices in North America. Offering exemplary back office solutions to their clients, their forward-thinking approach and commitment to learning new technology have enabled them to grow their team to more than 60 employees and consistently deliver excellence in data, technology and workflow. Clients seeking cash flow services will then have the support to pursue this business goal.
LiveCA works with Canadian-based companies, providing top-notch back office solutions to prepare clients for cash flow conversations with another professional of their choice.
LiveCA is located in Toronto, Ontario, Canada
Glen Gadowsky earned his CGA designation in 2000 and was a sole practitioner under Glen Gadowsky Professional Corporation until 2006. At that time he formed an association with another accountant, then in 2014 Glen, partnered with Sharon to form Gadowsky & Associates LLP. Now Richard Dang CPA, CA and Glen Gadowsky FCPA, FCGA have partnered together to continue the growth and success of our firm, Gadowsky & Associates LLP.
Gadowsky & Associates is located in Edmonton, Alberta, Canada
Leveraging her CFO experience and analytical skills, Jean helps her clients ensure that their financial strategy supports their business goals. Jean’s diverse skill set includes: implementing systems, evaluating work flow and improving processes, performing financial reporting and analysis, budgeting, managing cash flows, forecasting, and creating and evaluating internal controls. In addition to holding a variety of roles throughout her professional career, she is also a Steering Committee member of the CFO Leadership Council, where she develops educational programming for finance professionals.
Juna Financial Solutions is located in Boston, Massachusetts, USA
Our focus is on helping businesses grow and be viable for the long term. We create generational wealth for our business clients and owners. We’re different from a CPA in that we mix strategy and tactics to have the background experience and expertise to provide the business knowledge, metrics understanding and business planning to sustain and grow your business.
Abacus Financial Services works remotely throughout the United States.
Enjoying more than 30 years of working with businesses to encourage growth and improve profitability. Enthusiastic about working with established, growing businesses in a team effort to enhance the business owners results and return on their investment for their lives and families.
I go above and beyond of what a bookkeeper does. I like to educate my clients in regards of what makes a business successful in the long run. I work with both type of clients, the ones that are very hands on and the ones that rather enjoy just the financial benefits of their business. I am a firm believer that success comes in different presentations. For some success can mean being able to pay next month rent for others it means landing a multi million dollar contract. Small and medium business no matter the industry are full of challenges and having a team of professional to help manage it is just one part of working towards a successful business.Over the past decade I have been fortunate to work with different clients in different industry but all have the same objective: to have a profitable business. Not only do I help my clients to keep their books straight and ready for tax season but I am also available to help them with any business decisions they have to make.
Erin's journey into bookkeeping started all the way back in the mid-2000s when she began working for a manufacturing and distribution company, taking over the day to day inventory bookkeeping. Over the next six years, her interest in accounting and specifically bookkeeping only grew as she began to work as a full cycle bookkeeper both in industry and for accounting firms. Seeing a need for bookkeeping services amongst contract workers, she started Odds & Evens® in 2014, providing online cloud-based bookkeeping services in her spare time. In 2015 the company expanded and Odds & Evens® became a full-time job. Since then we have grown to include two staff members and we now work with customers in a diverse set of industries ranging from food manufacturing to paramedical offices to start-ups to fitness centres. Erin is proud to be a member of CPC Canada (formerly IPBC) and was awarded the CPB (Certified Professional Bookkeeper) designation in 2017.
With my CPA license and a Master's degree in accounting, I began my career at a large public accounting firm and then worked my way to a Fortune 50 company. With over seven years experience auditing, managing, and reporting on cash and debt for these companies, I look to bring my expertise to small and medium sized local businesses. My preferred client basis includes local restaurants, fitness studios, and any other businesses that I can help.
Founder & CEO
Yen has two decades of experience in accounting, Canadian and US taxation and business valuation. Since 2008, Yen has been practicing exclusively in business valuation and transaction advisory including value maximization and exit planning. As a business valuator, Yen is an expert in cash flow projections and in advising her clients to achieve an optimal cash position to maximize profitability and return on investments. Yen strongly believes that cash management is a critical priority for any business and that this process should take into consideration both downside risks and upside opportunities. To maximize the benefits of cash flows, scenarios of cash usage or cash allocation should be analyzed. Dryrun’s software is a critical tool used by Yen and her team at Aspen Valuations Inc. to create robust and accurate cash projections and help their clients understand and implement effective and achievable operating strategies. Yen is a Chartered Business Valuator (Canada) and holds the Accredited in Business Valuation credential designated by the American Institute of Certified Public Accountants. She also holds the Chartered Accountant and Chartered Professional Accountant designations (Canada) and the Certified Public Accountant (Delaware) certificate. Yen is keen to learn about your business and discuss how she can help position you and your organizations for continued success. She looks forward to connecting with you via Linkedin or by email at email@example.com.
Growth CPR was founded by a former partner and director of a "Big Four" accounting firm. At that firm, they started two advisory practices and now want to bring that experience of how to launch and grow an advisory practice to small and mid size accounting firms. "Build an advisory practice" is a common refrain and great advice, but no one provides instructions on the "how" and the "what". We do. Come join us. Let's grow.
A proper set of books provides key information for the business owner, which is key to building. Together, we plan to provide solutions and let you know when something is missing and or provide tools to help your business, track, expand and or grow. We become part of your team!
Owner - Advisor
Serial entrepreneur for the last 10+ years with successful ventures into Business Coaching, Handyman Services, and Bookkeeping, all focused towards enabling the business owner to be better. M3 Cash Flow is part of a holistic approach to enabling business owners to thrive. I like to work with clients who are in the Wellness sector, High-ticket coaching sector, and Marketing / Advertising Agencies.
At Small Business Financial Consulting, we don't just view our customers as our clients but as our Strategic Partners. We work smart to help our Strategic Partners monitor, manage and model cashflow, so our Strategic Partners can gain true cash flow visibility and predictability for their businesses. Taking data from the past, we help our Strategic Partners take action in the present to secure their future success through trend, predictive, and what-if analytics; budget/forecast building and analysis; key performance indicator development; continuous improvement initiatives; business exit strategies and succession planning.
Chief Financial Officer and Managing Partner
Sandy Petty is a trusted advisor to company presidents and is known for her ability to build financial infrastructures and high performing teams. She brings over 30 years of accounting and finance experience, having served companies in every growth stage: from startup to companies experiencing exponential growth, to fortune companies. She is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA) and is an Advanced Certified QuickBooks Online ProAdvisor. She is also certified in Human Resources with her SHRM-CP and PHR.Sandy is the Chief Financial Officer and Managing Partner of Executive Financial Partners, LLC, a virtual boutique accounting firm primarily serving women owned businesses with revenues in the $1M-$5M range.
Jeanine Hall has over 15 years of experience helping business owners gain control of their day-to-day finances. She brings her tactical knowledge in financial management to organizations to untangle complicated or messy financials. Enabling the owners to know and understand their company’s financial position and future trajectories. Whether it’s an artist’s live workspace, or a multi-national media production company, her straightforward, collaborative, and honest approach is a breath of fresh air to all her clients.
I am an accountant with over 8 years of accounting experience. I help owners of construction companies succeed and grow by providing them with financial clarity, which is the cornerstone to any company's success. I work specifically with the construction industry and with home builders and contractors.I provide full service accounting departments for businesses who may not have a bookkeeper or accountant on staff. My services range from bookkeeping all the way to CFO services such as strategic planning.My favorite part about being an entrepreneur is that every day brings something new! There are always opportunities for growth in this industry, so you're never bored--and it's great having the opportunity to work at home or anywhere else you choose! I have a true passion for serving small businesses in particular because they are often overlooked by larger firms that can't tailor their services to meet the needs of these smaller organizations. If you are a construction company owner and would like to learn more about what we do, feel free to visit https://www.spectralaccounting.com.
I generally work with small companies and startups to perform all accounting tasks and reporting. In addition, I work with larger companies to help coach and teach accounting department best practices. I work with professional services, construction trades, retail and software firms.
Meticulous Cash Management Management skills developed during my 30 years working as an employee for individuals with entrepreneurial spirits, and very diversified interests. I now dedicate my time as a fractional CFO with the goal of effectively tracking revenues and expenditures. Adept at generating detailed financial reports statements and forecasts, modeling each specific to the needs of my clients.
Founder/ Virtual CFO
Christina Sjahli is the founder of Profit Reimagined™, a consulting firm that provides virtual CFO services, including cash flow management, to purpose-driven founders. Prior to founding Profit Reimagined™, she spent 20+ years in financial management and reporting, strategic planning and analysis, and capital raising management for growth-stage and matured companies. She started her career as a consultant and financial auditor with worldwide consulting firms (EY, Pricewaterhouse Coopers, and KPMG) before landing a leadership role inside public companies in the resource sector. She gained experience translating stories behind financial numbers into actionable plans while maintaining relationships with investors and lenders. Over the years, she realized big companies focused on profit for one group's benefit: shareholders, and along the way, businesses destroy the one planet we live on. She founded Profit Reimagined™ and choose to partner with founders that lead businesses as a force for good in the growth stage to build the financial foundation and knowledge. Hence, they are ready for financing and build profit to amplify their social impact. Through her work with the clients of Profit Reimagined™ and show, Her CEO Journey™: The Business Finance Podcast for Mission-Driven Women Entrepreneurs, she shares the good, the bad, and the truth about businesses' financial journey and educates mission-driven women founders to balance between mission and profit, to create an impact in this world, and to achieve financial equality through their business.
Director of Finance
I have 9 years of accounting experience in the entertainment industry and I have had my own practice for the last 2 years. I work with many different businesses that include Plumbing, Real Estate, Medical Supplies and Trucking to name a few. My favorite clients are the ones that are good with communication that includes replying to emails and able to upload documents when requested.