We Don't Just Manage Your Numbers — We Help You Leverage Them
In the fast-paced world of tech and media, your focus is on breaking barriers and scaling ideas. But rapid growth brings unique complexities — from navigating intellectual property hurdles to securing the capital needed to reach your next milestone. We serve as your strategic finance department, providing CFO-level oversight and specialized tax expertise for a fraction of the cost of an in-house hire.
Featured Specialty
SR&ED Tax Credits
Canada's SR&ED program is one of the most generous R&D tax incentive programs in the world — yet most companies leave significant credits on the table. Our specialists identify eligible work across software development, engineering, and experimental processes to maximize your refundable credits and extend your runway.
SR&ED Maximization
We specialize in the Scientific Research & Experimental Development program, turning your technical challenges into refundable tax credits that extend your runway.
Grant & Incentive Mapping
Identifying and securing non-dilutive funding through IRAP, Mitacs, and other federal programs to support your research initiatives.
IP & Asset Valuation
Providing defensible valuations of intellectual property and intangible assets for tax, litigation, or exit planning purposes.
Startup & Scale-Up CFO Services
Fractional CFO support providing the financial leadership growing tech companies need without the full-time executive overhead.
Equity & Options Structuring
Expert guidance on ESOP design, stock option plans, and the tax implications for founders and employees at every stage.
Cross-Border Tax Planning
Navigating Canadian and US tax obligations for tech companies expanding into new markets or raising capital internationally.