Hire a Fractional Controller and Plan for Financial Success.

Get financial expertise at a fraction of the cost.

Take the stress out of your company’s finances and help your small to medium-sized business thrive.

As a Fractional Controller, I provide financial expertise to small and medium-sized businesses (SMBs) on a part-time, contract, or interim basis. My services are perfect for an organization that does not have capacity for a full-time Controller, but wants all of the benefits of a finance expert who is dedicated to the company’s long-term success.

I will ensure your strategy is solid, your forecasting is accurate, and your cashflow is flowing, giving you time and energy back to do what YOU do best.

My mission is to provide top-tier financial leadership for SMBs on Vancouver Island, British Columbia, and western Canada in order to help them reach their financial goals and experience the success they deserve.

The vision of Edge Financial is to be the premier financial partner to businesses by providing insights and expertise that enables businesses to reach their long-term goals.

Accounting & Bookkeeping

  • Review, update and clean accounting records

  • Revise general ledger structure to align with business activities

  • Reconcile tax and GST accounts and file with CRA

Fundraising

  • Assist with fundraising efforts, including debt and equity financing

  • Manage relationships with investors, banks, and financial institutions

  • Structure financial deals and ensuring compliance with funding agreements

Financial Reporting & Analysis

  • Prepare and analyze financial statements (Profit & Loss, balance sheet, cash flow)

  • Monitor revenues, expenses, margins, assets and liabilities to take action

  • Generate reports for different stakeholder groups

Budgeting & Forecasting

  • Create of short-term, mid-term, long-term plans

  • Gain an understanding of your results vs expectations

  • Refine plans annually or quarterly

Cash Flow Management

  • Monitor and analyze cash flows daily, weekly or monthly

  • Know how much you have now and in the future to pay suppliers and bills

  • Plan for owner withdrawals

  • Keep your company healthy by maintaining a strong cash balance

Strategic Decision Support

  • Analyze data to help make informed decisions

  • Calculate return on investment (ROI) on major purchases

  • Maximize the use of your businesses’ capital

Any Questions?

Do not hesitate to get in touch. I will be with you every step of the way.