Kind Words From Great Business Owners and Leaders

  • It is fair to say that Steve transformed our financial reporting and analysis at Kiaro. Steve implemented clear concise reporting of the company’s financial position. Reporting was accompanied by analysis and commentary that provided context to the numbers presented. This enabled the entire management team to have a clear understanding of the company’s performance and financial position. Steve and I collaborated on numerous initiatives to improve the budget management of projects, the analysis of M&A opportunities and digital transformation of business processes and he was always enthusiastic and positive influence in moving the company forward through our explosive growth in the nearly 2 years that we worked together.

    Haydn M., Independent Consultant

  • Steve whipped our family business into shape and provided successful guidance that 2-3 financial people were unable to supply prior to him. He became our defacto CFO keeping us on plan with budgeting and cash management. He's a numbers guy with a strategic business mind who treats his client's business like his own. Can't recommend him highly enough.

    Dan R., Business Owner

  • Steve is really passionate about his work, especially when it comes to financial modelling and FP&A. He is smart as a whip and came to the table with lots of great ideas on how to improve our accounting processes and procedures. On a personal level, Steve was such a pleasure to work with. Fun, caring and completely genuine. I hope that we have the opportunity to work together again in the future.

    Peta H., Executive Assistant

  • Steve is a consummate professional in his craft as a finance leader. Our time together in helping to build the iconic Canadian Brand of Saje, was successful in large part due to Steve's organizational ability, finance partnership with the rest of the organization, and thoughtful & actionable insights. We felt highly confident in deploying Steve to tackle any business challenges large or small - to achieve positive outcomes. I highly recommend Steve to any potential clients looking for leadership in finance, coupled with both technical & people-oriented skills.

    Johnny Y, VP of Finance

  • Steve’s ability to see the big picture and the long game has helped my business immensely over the years. His experience with different sizes of markets have allowed me to benefit from all sorts of powerful strategy that has helped grow my business from my kitchen table to the world stage! I highly recommend Edge Financial Services if you’re ready to grow!

    Barb S, Chef and Entrepreneur

  • Steve is a financial wizard and has a knack for all things FP&A and providing valuable insights to management. His easy-going nature and friendly demeanor made it a joy to work with him, and his natural ability to train and educate people on financial matters is second-to-none. It was a pleasure to work with Steve!ist Item

    Gina A. Entrepreneur