Services
Real financial support — with real results
Whether you’re seeking clarity in your personal finances or strategic direction for your business, I provide structured, judgment-free financial support that adapts to where you are — and where you want to go.
You don’t need to guess anymore.
You need clear numbers, practical guidance, and confident next steps.
Individual & Family Financial Support
Personalized financial guidance designed to help you understand your income, manage expenses, reduce debt, and create a plan you can actually maintain.
This is hands-on, practical support — not generic advice.
Best for: Individuals or families feeling overwhelmed, stuck, or unsure where to start.
Budget setup or restructuring
Debt reduction strategy
Income and expense clarity
Savings and sinking fund planning
Clear next steps you can follow
Investment: Initial Financial Support Session — $275
Senior Financial Support
Calm, respectful financial support for seniors and fixed-income households seeking stability, clarity, and peace of mind.
Sessions are paced comfortably and focused on understanding — not pressure.
Best for: Seniors navigating fixed incomes, benefits, or financial changes.
Fixed-income budgeting
Monthly cash-flow clarity
Pension and benefit organization
Support at a comfortable pace
Investment: Senior Financial Support Session — $225
Business Financial Support & CFO Services
Strategic financial guidance for business owners who want clarity, structure, and confident decision-making — without hiring a full-time CFO.
This is where numbers turn into insight.
Best for: Service-based businesses, entrepreneurs, and founders ready to grow.
Cash flow analysis and optimization
Budgeting and forecasting
Profitability and margin review
Owner pay and planning support
Strategic financial guidance
Structured Financial Plans (Available After Initial Session)
For clients who want more than clarity — they want a fully built, documented plan.
Structured plans are offered after an initial session, once your needs and goals are clearly understood. Flexible payment options are available to reduce financial stress.
Additional Areas of Business Support
Business financial support may also include:
• Financial diagnostics and clean-up
• Cash flow and profit optimization
• Bookkeeping oversight and CRA readiness
• Fractional CFO-level guidance
• 1:1 financial coaching in clear, simple terms
Support is always tailored — not one-size-fits-all.
Who I Work With
I support:
Individuals and families seeking clarity
Seniors navigating fixed incomes
Women-led and service-based businesses
Entrepreneurs and early-stage founders ready to grow
If you’re tired of guessing and ready for guidance, you’re in the right place.
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!