Financial Analysis That Makes Sense

We transform complex financial data into clear insights that guide real business decisions. Since 2018, we've been helping Canadian businesses understand their numbers and plan their futures.

Started With Questions, Built on Answers

Back in 2018, we noticed something missing in financial consulting. Clients received reports full of numbers but struggled to understand what those numbers actually meant for their business decisions.

That gap between data and understanding became our focus. We started small, working with local businesses in Alberta, learning what questions they really needed answered.

Today, we work with over 200 businesses across Canada, turning financial complexity into clarity that drives real growth.

What Guides Our Work

Three principles that shape every analysis we deliver and every relationship we build

Clarity Over Complexity

Financial data should inform, not intimidate. We break down complex patterns into insights you can actually use to make better decisions.

Context Matters

Numbers without context are just numbers. We consider your industry, market conditions, and business goals to provide relevant analysis.

Partnership Approach

We don't just deliver reports and disappear. We work alongside you, explaining findings and helping you implement insights effectively.

The People Behind the Analysis

Our team combines deep financial expertise with a talent for making complex information accessible and actionable

Celeste Hartwell

Senior Financial Analyst

Former banking analyst who specialized in turning regulatory compliance data into strategic insights. Celeste has helped over 150 businesses understand their financial position better.

Evelyn Cross

Data Strategy Director

Background in management consulting and data visualization. Evelyn develops the frameworks we use to present complex financial patterns in ways that make immediate sense.

Combined Expertise Areas

Cash flow analysis and forecasting
Profitability assessment by product line
Financial ratio interpretation
Budget variance analysis
Cost structure optimization
Investment evaluation support

Making Financial Intelligence Accessible

Every business generates financial data, but not every business knows how to use that data effectively. We bridge that gap by providing analysis that's both thorough and understandable.

Our approach focuses on practical applications. When we identify trends in your cash flow, we also explain what those trends might mean for your upcoming expansion plans or seasonal inventory decisions.

Years in Operation

200+

Businesses Served

"Their analysis helped us understand why our profitable months weren't translating to better cash positions. The insights changed how we manage inventory timing." - Manufacturing client, 2024

How We Work With You

A structured process that ensures you get analysis tailored to your specific business questions

Understanding Your Context

We start by learning about your business model, current challenges, and the specific decisions you need to make. This context shapes every aspect of our analysis approach.

Data Collection and Validation

We work with your existing financial systems and records, ensuring data accuracy and identifying any gaps that might affect our conclusions.

Analysis and Pattern Recognition

Using proven analytical frameworks, we identify trends, outliers, and relationships in your financial data that directly relate to your business questions.

Clear Presentation and Discussion

We present findings in formats that make sense for your team, followed by detailed discussions to ensure you understand the implications and next steps.

Ready to Understand Your Numbers Better?

Let's discuss how financial analysis can support your upcoming business decisions. We're here to make your data work for you.

Start a Conversation