We provide expert fractional CFO services designed to elevate your financial strategy and drive long term growth. With a focus on delivering highly tailored financial solutions, we help businesses optimize their performance, manage cash flow, and plan for the future. Our collaborative approach ensures that we offer unwavering support, work hand-in-hand with your team to navigate complex challenges and create clear, actionable financial strategies that align with your business vision, mission and goals.
Why
Birth of
CFO Services
2001 - 2021
Financial training ground from: Saas, CPG, Health care, Retail, Banking, Government, Pharma, Agriculture, Manufacturing, Real Estate, Private Equity
2019
Top Women in Finance Canada Nominee across all finance specializations and industries.
2021 - Present
Fractional CFO and Women's Private Wealth Coach to the most heart centered, spiritually connected and nature loving businesses and women.
We help you design the optimal blueprint that aligns your resources to YOUR VISION.
Your Chief Finance Officer
Audrey, CPA
CFO and Wealth Coach
With over 20 years as a seasoned finance professional, Audrey blends financial expertise with a conscious and intuitive approach to leadership. Audrey works closely with companies to create purpose driven profits that are in full alignment with the client's visions. She builds financial roadmaps in collaboration with the client that not only move them closer to their vision but also expand profits and improve organizational performance for the long-term. She believes that finance is a tool for transformation, helping businesses thrive while staying true to their values.
Known for her collaborative style and ability to make complex challenges feel manageable, Audrey brings clarity, insight, and a sense of calm to the teams she works with. Whether guiding companies through growth or leading business transformations, Audrey is passionate about helping organizations reach their full potential—both financially and holistically.
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What Others are Saying
Kent W.
Chief Financial Officer
"Audrey has been able to greatly improve our organization and alignment around the strategic business plan between the operational owners and the company executives. This has allowed the company to not only have clearly stated targets for the upcoming year, but has greatly improved our forecasting ability within the budgeting year as the industry and/or our client needs change. The skill she has brought to understand material impacts to the business has been coupled with her ability to engage and relate to the other departments in our company to arrive at well understood targets and initiatives. She has also lead our company through an Information Technology transformation that will change many aspects in how we service our client, and the costs associated with them. She has given us great confidence in her ability to deliver on this project."
Peter H.
VP, Global Client Services
"Audrey is passionate about continuous improvement and implementing best practices, especially when it comes to improving communication and driving organization alignment and accountability. We benefit from this commitment as Audrey has her finger firmly on the pulse of the company’s progress on strategic, financial and operational goals and proactively and effectively communicates risks and opportunities to accountable cross-functional stakeholders and collaborates to formulate plans and responses. Audrey is also a highly skilled people leader and an excellent role model for her finance team. She is highly visible and a willing and able finance partner across the organization. Both by her own example and by her very encouraging approach to coaching , I’ve seen Audrey set the standard and push her team, often out of their comfort zone, to become more engaged and effective and ultimately more satisfied in their roles. Thank you for your leadership."
Rob M.
VP Global Marketing & Strategic Innovation
"Audrey was quickly invited to join the Executive Committee as Treasurer, as her financial skills were evident after just a few meetings. She embraced the role as Treasurer by reviewing budgets and monthly statements, while educating herself about the business of the organization. Her leadership and financial analytics were deemed an excellent addition by the Board of Directors to give them an supplementary information for their fiduciary responsibility. Audrey’s leadership, bias for action and her natural strength and experience in finance position her as an inspiration to women seeking success in this or other industries. We are proud of Audrey’s accomplishments as a woman in this field and are fortunate to have her working with us."
Tech Consultant, Strategic Planning & Implementation
Graham W.
"Audrey supported my portfolio of multinational clients. She came in from outside the Global Mobility industry but very quickly learned the ropes and the drivers for clients in moving their employees around the world. I have found Audrey to be highly astute, proactive and collaborative – sharing ideas and solutions as we build out budgets and forecasts for client business. She also has a curiosity to learn about cross border business and takes a genuine interest in people which makes her a pleasure to work with. In short, a fantastic person to collaborate with and a genuine asset to any organization."
Jeff G.
Chief Financial Officer
"I have had the pleasure and good fortune to work closely with Audrey on an assignment where we were tasked to develop a detailed 5 year financial plan that will act as the underpinning of a critically important, enterprise wide transformation of our company. It very quickly became obvious why Audrey was selected to be part of the team. Her ability to almost instantly develop workable, salient financial models to help illustrate the impact of high level, strategic concepts was incredibly impressive. More importantly, she effortlessly transcended beyond her finance role to help lead the team in the creation of the plan. She was able to draw from a wealth of experience inside and outside of our organization to guide us in directions we would not otherwise have gone, helping to solve several complex and challenging problems. There is no doubt in my mind that Audrey’s leadership contribution on this project will have an important and lasting impact on our organization for years to come."
Munish M.
Chairman
"Audrey has a natural talent and flair for Business Planning. When asked by the Program Lead of the current Business Transformation project how I knew Audrey would be capable to lead the planning & analysis having only met her for a couple of hours, the answer is Audrey's calmness, mastery of the subject matter and a rare ability to see how the numbers work and flow – which is a very different skill to being a pure accountant. That said it’s a difficult skill set to get people to understand unless they see Audrey in action."