Services

What I Do—for Real Results

Whether you need a financial clean-up or CFO-level strategy, I offer support that adapts to your business stage and vision.

👩‍💼 Who I Work With

I specialize in helping women-led, service-based businesses and passionate entrepreneurs take control of their finances.

My clients include:

  • Real estate agents

  • Consultants & coaches

  • Contractors & creatives

  • Pet service providers

  • Early-stage founders ready to grow

If you’re tired of guessing—and ready for guidance—I’m here.

📊 Financial Diagnostics & Clean-Up

  • Spot errors, inefficiencies, and lost profits

Fix messy books and get you organized

📅 Budget Creation & Forecasting

  • Create clear monthly or annual budgets

  • Forecast cash flow based on real operations

🧭 Custom Financial Planning

  • Build a roadmap aligned with your goals

  • Support decisions like hiring, scaling, or cutting costs

💸 Cash Flow & Profit Optimization

  • Identify leaks, raise margins, and grow sustainably

Keep money flowing—without overworking

📚 Bookkeeping Oversight

  • Review or manage your bookkeeping

  • Ensure CRA compliance and audit-readiness

💼 Fractional CFO Services

  • Strategic guidance without full-time CFO costs

  • Help with big decisions, growth, and planning

🧾 Tax & Compliance Preparation

  • Prep for year-end filings

  • Maximize deductions and ensure compliance (non-CPA support)

🧠 Financial Coaching

  • 1:1 support in simple terms

  • Confidence and clarity to finally own your finances

Client Testimonials

“Julie helped me understand my business finances for the first time. I stopped guessing and started growing—confidently.”— Real Estate Consultant, Ontario

“She’s not just a bookkeeper—she’s my financial partner. My business wouldn’t be where it is without her.”
— Pet Business Owner, Toronto

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!