Hire the Best Cash Flow Software Specialists
in Canada

I am a CBAP and CBDA certified professional skilled at providing business system support to a wide variety of users. I am also ITIL Foundations Certified. I have 20+ years’ experience providing support for various accounting systems - Quickbooks (QBO ProAdvisor), Acumatica (ERP), Entero, JD Edwards (ERP), Qbyte, OpenInvoice, SAP (ERP), VIM (OpenText), JibLink; as well as 25+ years experience in the oil and gas industry. This experience includes business analysis activities involved in several large and small system implementations including documenting business requirements, data conversion activities, user acceptance testing and training new users. I have a strong understanding of the business processes that these systems will support - including areas such as Midstream & Marketing accounting, NGL accounting, Upstream & International accounting. I also have small system implementation experience from Acumatica to QBO - as well as many years of reporting projects using SQL, Power BI and Excel.

Profit is a theory. Cash is a fact. Most $5M-$20M business owners are making major decisions based on gut feel and bank balance anxiety. That is not a cash flow problem. That is an infrastructure problem. I build the infrastructure that fixes it. I am a financial systems architect who also builds AI automation. I find the financial problem first, then engineer the system that solves it. While doing financial work for a home services company, I noticed their after-hours close rate had dropped from 40% to 25%. With a $6,500 average job, that was a measurable revenue leak. I built an AI voice agent that restored their close rate above 40% of human callers. It paid for itself within 2 to 3 bookings. That is the lens I bring to every engagement: CFO-level diagnosis, then an automated fix. WHO I WORK WITH Service, construction, and home services companies in the $5M-$20M range. Too complex for basic bookkeeping. Not structured enough for predictable growth. Revenue is there. Visibility is not. FINANCIAL ARCHITECTURE 13-Week Cash Flow Forecasting pulling live from QuickBooks Online Scenario modeling for hiring, pricing, and expansion decisions Unit economics and margin diagnostics by job, client, or service line KPI reporting tied directly to bottom-line profitability AI SYSTEMS & AUTOMATION AI voice agents (Retell AI + Claude + Twilio) for after-hours lead capture and booking Automated financial pipelines connecting QBO, CRM, and field service platforms AI-powered overhead analysis integrated into your team's existing tools Automated weekly reports from multiple sources — zero manual compilation Stack: Retell AI, n8n, Zapier, Make, OpenAI, Claude, AppScript, Looker Studio, Power BI, QBO CASE STUDY: Electrical Contractor ($14M Revenue) QuickBooks was showing losses. Leadership was considering cuts. The problem was not profitability it was how job costs and revenue were being recognized across long-cycle projects. I built a custom reconciliation report that revealed the business was actually profitable. Then I deployed AI-powered overhead analysis and automated weekly reporting pulling from multiple data sources. A $14M company that thought it was failing discovered it was not. CASE STUDY: Home Services - AI Voice Agent After-hours leads were closing at 25% vs. the sales team's 40%. Average job size: $6,500. I built an AI voice agent on Retell AI integrated with the company's field service platform via Make. Close rate returned above 40%. Full ROI within 2 to 3 bookings. Zero additional headcount. HOW WE START Every engagement begins with a Financial Systems Diagnostic: a forensic review of your P&L, balance sheet, AR/AP aging, and cash position. You receive a written findings report and a 90-day roadmap with each initiative tied to a specific financial outcome. You know exactly what you are getting before committing to anything ongoing. Ongoing retainers are project-anchored with direct phone and email access. You are not buying hours. You are buying defined outcomes. BBA in Finance and Accounting. 5-10 years across home services, electrical contracting, construction, medical facilities, and startups. I build systems. I do not write reports that sit in folders. If your business is making real money but cash still feels tight and decisions are still based on what the bank balance says this morning, let's talk.

Recently launched on Upwork after 12+ years as a CPA supporting businesses with financial reporting, system improvements, and strategic financial insight. I help business owners understand their numbers so they can make better decisions and grow with confidence. I’m a Canadian CPA, CA with 12+ years of experience supporting companies with financial reporting, forecasting, and strategic finance. My work focuses on turning financial data into clear, actionable insights that leadership teams can use to make confident business decisions. I regularly support businesses with: • Financial statements and management reporting • Cash flow forecasting and financial modelling • Cleanup and oversight of accounting systems • Strategic finance and fractional CFO support I’ve worked with organizations across professional services, startups, and growing SMEs, helping founders and leadership teams translate financial results into clear operational decisions and long-term strategy.

Providing professional clarity to businesses, Improve Cash Flow, Cut Costs, and make data-driven decisions. Are you looking for a reliable finance professional? I assist small businesses and real estate investors in organizing their finances, enhancing cash flow visibility, and establishing straightforward, dependable systems that promote growth. With over 5 years of experience across FP&A, accounts payable, accounts receivable, auditing, and process automation, I help businesses transform their numbers into profits. 📂 Certified & Tech-Savvy: CPA Ontario FP&A Certified (Financial Planning & Analysis) Xero Advisor Certified | SAP ERP Specialist | Sage 50 (Canada) Advanced Excel, QuickBooks, NetSuite, Microsoft Dynamics 🔍 Services I am Offering: ✅ Financial Forecasting & Budgeting: Turning complex data into clear insights. ✅ Accounts Payable & Cash Flow Management: Keeping your payments smooth & optimized. ✅ Process Optimization & Automation: Saving time with streamlined workflows. ✅ Internal Audits & Compliance: Ensuring your finances are accurate and risk-free. 🌟 Why Hire Me? I combine technical expertise with real-world business understanding, having worked both as an internal auditor and full-cycle accounting administrator in Canada. I’ve recently reactivated my Upwork profile after focusing on professional development (CPA FP&A Certification). I’m now back, bringing stronger, more refined skills to deliver high-quality results for my clients. Let’s make your financial statements communicate to you.

Top Rated Financial Controller with 100% Job Success. I turn messy financials into clean, decision-ready reporting. Managing $75M+ in monthly supply chain cost reporting at Schindler Elevator and building $250M+ global pipeline forecasts at Park Place Technologies taught me one thing: executives don't need more data. They need the right numbers, clearly presented, on time. Here's what I do for clients on Upwork: ✅ FP&A & Financial Modeling — rolling forecasts, scenario analysis, budget-vs-actual, acquisition impact models (EBITDA, debt), and board-ready financial packages in Excel or Power BI ✅ Cost Accounting & Variance Analysis — standard costing, margin analysis, supply chain finance, and cost center reporting using SAP, QuickBooks or Excel ✅ Executive Dashboards & BI Reporting — Power BI and Excel dashboards built for C-suite consumption: clean, dynamic, and drillable ✅ Financial Controller Work — month-end close, P&L reporting across entities, chart of accounts cleanup, and management reporting that actually gets read ✅ Financial Data Cleanup & Modeling — if your Excel model is held together with duct tape and prayer, I rebuild it properly Tools I work in daily: Excel (advanced), Power BI, SAP, Salesforce, SQL, Tableau, QuickBooks Online My background: 5+ years across manufacturing (Schindler), technology (Park Place Technologies), and multi-entity operations (Girl & Dug Inc.). Dual degrees in Mathematics and Finance from Earlham College. Every deliverable I produce is clean, documented, and built so your team can use it without me on the call. Ready to work? Message me — I typically respond within 2 hours.

I help companies turn messy financial and operational data into decision-ready insights, forecasts, and dashboards. I’m a Senior FP&A and Data Analytics professional with experience across financial modeling, exploratory data analysis, forecasting, budgeting, and machine learning. I combine finance expertise with strong technical skills to automate reporting, validate data, and build intelligent decision-support tools. I also bring prior experience in full-stack development, allowing me to build analytics web apps, dashboards, and data products end-to-end. I can help with: Finance & FP&A • Financial modeling and forecasting • Budget vs actual analysis • SaaS metrics (ARR, MRR, churn, CAC, LTV) • KPI dashboards for leadership • Scenario and sensitivity modeling • Fractional FP&A support Data Analytics • Exploratory data analysis (EDA) • Data cleaning and transformation • Data validation pipelines • SQL data modeling • Automated reporting workflows Data Science / AI • Predictive forecasting models • Regression / classification models • Machine learning pipelines • Finance forecasting ML models • Anomaly detection (revenue, costs, churn) Dashboards & Apps • Power BI dashboards • Finance analytics dashboards • Interactive reporting tools • Analytics web apps (Vue / Nuxt / Laravel) • Internal finance tools Tools: Power BI • Excel • SQL • Python • Pandas • Scikit-learn • TensorFlow Power Query • Tableau • DuckDB Vue • Nuxt • Laravel Ideal Clients: Startups • SaaS • Finance teams • Data-driven companies • CFOs