Hire the Best Consultants in Montreal, QC

I am a professional Five9 and Call Center Management consultant from Canada with over 20 plus years of experience in the IT industry. During this tenure I have held various positions and developed and honed a wide variety of skills. I am Five9 certified and have good knowledge of the call center Industry, PCI compliance, TCPA regulations, reports and process flow charts and diagrams. • Project and team management • Business Analysis • Contact Center technologies and management • IVR technologies • Report and Data Analysis • Various dialer technologies particularly Five9, SER/EIS, Stratasoft, Ameyo, Connect First • Languages and Applications: VFP, PHP, MySQL, MSSQL, VBA, XML, HTML, JavaScript, ASP, Visio, Lucidchart, Microsoft programs, Excel automation, Google docs/sheets etc. • Project Management Software - Matchware Mindview / Mind Maps and Gantt charts • Software Application Management/development (SDLC) using cloud computing and technologies [SaaS] My goal is to offer varied consultant services with utmost dedication and honesty as I have done in the past with proven track record of exceptional customer satisfaction. I have been able to accomplish all my job assignments with quality service, due to my diverse educational background, unique combination of skills, business sensibilities and experience coupled with dedication, focus and attention to detail. Thank you for taking the time to check my profile and I hope I can be of service to your organization.

Big Four consultant, Morgan Stanley, MBA, CFA Level 1. Working with Fortune 500 clients and startups across diverse sectors. I'm the person who turns the research into a decision. ✅ Who am I? - MBA Graduate from IIM Lucknow (FT-100) and Neoma BS, France, with an Engineering background - Successfully cleared the CFA Level 1 exam on the first attempt. - Experienced management consultant and successfully served clients across sectors. ✅ What can I do? ................................................................................. Management Consulting and Research Expert specializing in: -TAM, SAM, SOM - SWOT analysis - Competitor/Competitive assessment - Need-gap analysis - Go-to-Market strategy (GTM) - Entry modes - Revenue enhancement strategies - Business planning and strategy development - Feasibility analysis for new initiatives and projects - Due Diligence - Investment Analysis - Mergers & Acquisitions (M&A) - Risk Assessment - Financial Planning ✅ Utilizes: ........................................................................... -Market-line, Euromonitor, Statista, Gartner, SAGE, EMIS, Think Cell, and other industry-leading tools for insights and analysis -Data-driven decision-making approach for impactful presentations ✅ Services offered: Strategy and Planning: ............................................. Strategy, Strategic plan, Business plan, Growth strategy, Go-to-market, Business plans and long-term roadmaps, Strategy consultant, Business growth strategy, Market strategy, Operational plan, End-to-end business plan, Multi-stakeholder strategic plan, Market expansion consulting advisor, International expansion, Experience with APAC, US and Middle East Market Entry, Global strategy, Mission-driven consulting Market and Competitive Intelligence: ............................................ Market research, Market analysis and insights, Market sizing, Market scanning, Quantifying market opportunities, Customer insights, Customer preferences, Industry trends, Competitor strategies, Competitive advantage, Product differentiation, Competitor benchmark, Competitive analysis reports, Research, Need-gap analysis. Financial Modeling and Investment: .............................................. Financial modeling, Financial forecast model, Financial projections, Financial analysis, Forecasting, Projections, ROI, FCF projection, Valuation, Valuation analysis, Business valuation, Bracket DCF, Due diligence, Due diligence material for seed financing, fundraising strategy consultant, Cap table, Investment strategy, Investment analyst, Investment fund, Financial services, Financial appendix data, Executive summaries, Presentations, Investor ready business plan Delivery and Advisory: .......................................... Project management, Project rollout plans, Operational roadmap, Implementation, Organizational design, Business operations, Streamline operations, Process improvement, Process maps, SOPs, Delivering SOPs, Business delivery consultant. Tech and Domain Expertise: ......................................... AI and tech-driven strategy, AI strategy consultant, AI savvy consultant, FinTech strategy consultant, FinTech, AI platform, Mobile apps, SAS products, AI startup marketing plan, Construction business consultant, Real estate Sectors Include: .............................................. Engagements in sectors such as Edtech, Fintech, Agtech, Fitness, Agriculture, Automotive, Real Estate, Artificial Intelligence, Metals and Mining, Aerospace, Healthcare, IT, Renewable Energy, E-commerce, Consumer Electronics, Hospitality, Entertainment, Fashion and Apparel, Food and Beverage, Logistics and Supply Chain, Telecommunications, Biotechnology, Pharmaceutical, Gaming, Financial Services, Education, Environmental Sustainability, and Manufacturing. My adaptability and expertise also extend to Cybersecurity, Cloud Computing, Digital Marketing, Smart Cities, Internet of Things (IoT), SaaS, Blockchain, Cryptocurrency, ESG Initiatives, Circular Economy, Smart Manufacturing, Autonomous Vehicles, Insurtech, Proptech, Regtech, Supply Chain Resilience, Precision Agriculture, Personalized Medicine, Telehealth, Remote Work Solutions, Digital Transformation, Smart Homes, Urban Development, Green Buildings, Real Estate Investment, Sustainable Construction, and Infrastructure Development. I have a proven track record in multiple countries worldwide, offering a data-driven approach and customized strategies that cater to the unique needs of diverse industries. - Offering Consultation and Initial Calls. Get in Touch Today Thank you!

I help companies turn complex product ideas into structured, shipped solutions, from MVP to scale. With 7+ years of experience across fintech, climate finance and B2B SaaS, I specialize in environments where systems are complex, operations are fragmented and execution needs to be reliable. I operate as a full-cycle delivery lead, taking ownership from strategy and requirements through to execution and release. Whether it’s structuring a roadmap, cleaning up a messy backlog or building an MVP from scratch, I focus on bringing clarity and momentum to delivery. How I can help: - Product Strategy & MVP Delivery: Define roadmaps, prioritize effectively, and lead execution to bring products to market quickly and with clear business alignment. - Agile Delivery & Team Coordination: Manage cross-functional teams to ship consistently, remove blockers, and maintain delivery momentum across distributed environments. - Workflow & System Design (CRM / ERP / Operations): Translate complex financial and operational processes into structured systems, automation logic and scalable product architecture. - Process Optimization & Execution: Bring visibility to fragmented workflows, improve coordination, and ensure delivery aligns with business outcomes. - AI Prototyping & Workflow Automation: Leverage AI-native tools to prototype MVPs, automate internal processes, and accelerate product iteration. Experience highlights: - Led product and delivery across multi-country fintech and energy platforms - Built and structured products from early-stage MVP to scalable systems - Improved repayment performance by optimizing payment and collection workflows across markets - Language: Native French & Fluent English Based in Montreal, working remotely with global teams. Available for project-based or fractional engagements.

𝗠𝗲𝘀𝘀𝘆 𝗤𝗕𝗢 𝗯𝗼𝗼𝗸𝘀? 𝗕𝗲𝗵𝗶𝗻𝗱 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗧𝟮? 𝗡𝗼𝘁 𝘀𝘂𝗿𝗲 𝗶𝗳 𝘆𝗼𝘂𝗿 𝗚𝗦𝗧/𝗛𝗦𝗧 𝗶𝘀 𝗲𝘃𝗲𝗻 𝗿𝗶𝗴𝗵𝘁? You're not alone — and you're in the right place. I'm Chris. I trained at MNP (one of Canada's top-5 accounting firms), I'm a QuickBooks Online Advanced ProAdvisor, and for the last decade I've been the person Canadian small businesses call when their books are a mess and tax season is closing in. Here's what makes me different from the other 10,000 bookkeepers on this platform: 𝗜 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗱𝗼 𝗖𝗮𝗻𝗮𝗱𝗶𝗮𝗻 𝘁𝗮𝘅. Not just data entry. When you hire me, you get one person handling your monthly books and your T2 at year-end — so nothing gets lost in the handoff between "my bookkeeper" and "my tax guy." 𝗥𝗲𝗰𝗲𝗻𝘁 𝘄𝗶𝗻𝘀: → Cleaned up 14 months of backlogged QBO books for a Montreal real estate holdco, reconciled 4 bank accounts and 2 credit cards, and filed two years of T2s — done in under 4 weeks. → Rebuilt the chart of accounts for a SaaS startup drowning in 180+ categories, set up a proper monthly close checklist, and cut their month-end from 3 weeks to 4 days. → Caught roughly $9K in missed ITCs for a marketing agency during a GST/HST cleanup — enough to cover a year of bookkeeping fees and then some. 𝗜 𝘄𝗼𝗿𝗸 𝗯𝗲𝘀𝘁 𝘄𝗶𝘁𝗵: Canadian small businesses ($500K–$5M revenue) in real estate, startups, professional services, tech/SaaS, and marketing agencies. On QBO, or ready to move there. Wanting one person for bookkeeping and tax, not two. 𝗧𝗵𝗲 𝗯𝗼𝗿𝗶𝗻𝗴-𝗯𝘂𝘁-𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝘀𝘁𝘂𝗳𝗳 𝗜 𝗮𝗹𝘀𝗼 𝗵𝗮𝗻𝗱𝗹𝗲: Monthly bookkeeping, bank/CC recs, AP/AR, year-end financial statements, T1 and T2 returns, CO-17 for Quebec, GST/HST/QST across all provinces, Dext setup, and cleaning up whatever the last bookkeeper left behind. 𝗕𝗼𝗻𝘂𝘀: I automate the boring stuff. I use Dext to kill receipt data entry, set up bank feeds and rules properly so transactions categorize themselves, and build simple workflows (Zapier, Make, Google Apps Script) to connect QBO with Shopify, Stripe, or whatever else you're running. The goal isn't "AI magic" — it's making sure you're not paying me to do work a computer could do. Less manual entry = lower fees = cleaner books. 𝗪𝗵𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝘁𝗮𝘆: Fixed scope, transparent pricing, no surprise invoices, and a real human (me) who picks up when you message. Deadlines don't slip, nothing falls through the cracks. MNP-trained, Master's in Accounting & Finance (University of Bradford), bilingual EN/FR, QBO Advanced ProAdvisor, and 70+ jobs on Upwork at 100% Job Success. Top Rated. If your books are a mess and you need someone who'll tell it to you straight, invite me to your job. First 30 minutes are on me — I'll look at your QBO, tell you exactly what's wrong, and let you decide whether you want me to fix it. Chris

🔧 Transform Your Business with Odoo ERP — Implementation, Customization & Development I'm an Odoo consultant and developer, specializing in end-to-end ERP solutions for small and medium-sized businesses. My work spans implementation consulting, custom backend development, and business process design, which means I can not only configure Odoo to fit your business, but also build the modules and integrations that off-the-shelf Odoo can't deliver on its own. I've worked with clients across manufacturing, retail, F&B, and e-commerce, with project experience spanning international markets including the United States, Canada and Europe. What I Offer ✅ Full Odoo Implementation From discovery and requirements gathering to go-live and beyond, smooth, well-scoped implementations on Odoo Online, Odoo.sh, or self-hosted environments. ✅ Custom Module Development This is where I really stand out. I build production-grade custom Odoo modules in Python, new models, inherited models, custom workflows, automated actions, server actions, computed fields, constraints, and bespoke business logic. ✅ Module Configuration & Tailoring Sales, Purchase, Inventory, CRM, Accounting, Manufacturing (MRP), Project, e-Commerce, Website, and more, configured around how your business actually operates. ✅ Integrations Connect Odoo with third-party platforms — payment gateways (PayPal, Socredo, etc.), e-commerce, accounting tools, and custom APIs. I also build automation pipelines using tools like n8n when the use case calls for it. ✅ Data Migration Clean, validated imports of inventory, customers, vendors, products, BoMs, and historical records. ✅ Post-Go-Live Support, Training & Optimization Documentation, user training, and ongoing improvements so your team actually adopts the system. Why Work With Me 🌟 Developer + Consultant in one — You don't need to coordinate between a functional consultant and a separate dev team. I scope the requirements and write the code. 🌟 Industrial & operational mindset — I think about throughput, bottlenecks, and process design, not just software configuration. 🌟 Clear communication — Transparent updates, honest scoping, realistic timelines. Industries I Serve 🏭 Manufacturing & CNC job shops 📦 Supply Chain, Inventory & Logistics 🛒 Retail, F&B & E-Commerce 📈 Professional Services How We'll Work Together 1️⃣ Discovery Call — Understand your processes, pain points, and goals. 2️⃣ Tailored Proposal — Clear scope, deliverables, timeline, and pricing (fixed-scope or T&M depending on what fits). 3️⃣ Implementation & Development — Configuration, custom development, testing, and migration. 4️⃣ Go-Live & Support — Training, documentation, and ongoing assistance. Whether you need a full Odoo rollout, a custom module to handle a workflow standard Odoo doesn't cover, or someone to clean up an existing implementation — let's talk.

Do you ever feel like your business numbers tell a story — but not the full one? I help small and medium-sized businesses turn financial data into clarity, control, and confident decisions. I’m Ameni N., an FP&A Consultant and Finance Professional with over 5 years of experience helping business owners strengthen their financial performance, plan growth strategically, and automate reporting processes that used to take hours. 💡 Here’s how I can support you: Budgeting & Forecasting — create realistic, data-driven plans that align with your goals. Financial Modeling — evaluate new projects, pricing, or funding scenarios with confidence. Automation & Dashboards — transform manual spreadsheets into dynamic, interactive reports using Excel or Power BI. Cash Flow & KPI Analysis — know exactly where your money goes and how to optimize it. 🧩 Why clients choose me: I understand how SMEs operate — you need clear insights, fast execution, and tools you can actually use, not complex corporate models. I combine financial expertise with automation and data analysis, helping you save time and make smarter decisions. I’m known for being proactive, reliable, and detail-oriented — you’ll always know what’s been done, what’s next, and the impact of every decision. My goal isn’t just to deliver reports — it’s to help you see your business in numbers, uncover growth opportunities, and feel confident in every financial move you make. 💬 Let’s connect: Send me a quick message about your current challenges, and I’ll share one or two ways we could simplify and improve your financial operations — starting today.