Trust the numbers
Resolve accounting gaps, reconcile the balance sheet, and build a dependable month-end close.
Controller oversight · Cleanup · Financial controls
Explore Controller support
Fractional Controller · CFO · AI Finance Automation
Cash. Margin. Decisions.
Cash. Margin. Decisions.
In one clear view.
CPA-led reporting, dashboards, and financial oversight for growing Canadian businesses. See what needs attention, understand the numbers behind it, and plan your next move.
A 30-minute conversation about your close, reporting, and cash visibility.
Led by Danylo Kotyk, CPA · Ontario, serving Canada
EXECUTIVE FINANCE DASHBOARD
EXAMPLE
Cash on Hand
$2.4M
▲ 12% vs. plan
Days to Close
5
▼ from 14
Gross Margin
47.2%
▲ 1.8 pts YoY
13-Week Cash FlowActual · Forecast
Variance commentary drafted by AI
18 reconciliations complete
2 exceptions flagged
Outgrown bookkeeping?
Build your next finance function.
For businesses from $1M to $50M+ in revenue. Keep your day-to-day team and add the oversight, forecasts, and systems your next stage needs.
Start with the challenge in front of you.
Choose your priority. We’ll shape the engagement around your business.
See what’s ahead
Understand cash needs, forecast performance, and put useful reporting in front of decision-makers.
CFO advisory · Forecasting · Management reporting
Explore strategic financeGive your team time back
Improve ERP workflows, reduce repetitive reporting, and teach your team to maintain the results.
ERP optimization · Finance automation · Team training
Explore systems & trainingA dashboard should help you decide.
Start with the question your business needs to answer. Build the reporting around it.
Your monthly decision brief
A useful reporting package brings together the numbers, the explanation, and the next discussion.
Illustrative deliverables. Final scope is agreed before work begins.
Explore reporting & dashboardsCan we afford the next hire?
Bring together: the cash forecast, payroll commitments, collections assumptions, and hiring scenarios.
Discuss: the cash buffer and the conditions that would change the decision.
Which customers or locations drive profit?
Bring together: revenue, direct costs, and consistently defined margin by customer, project, or location.
Discuss: pricing, cost-to-serve, and where further analysis is needed.
Why did this month miss the plan?
Bring together: budget versus actual results, a variance bridge, and the operational drivers behind material differences.
Discuss: which assumptions to update and who owns the next action.
Enterprise experience.
Personal accountability.
Danylo Kotyk, CPA brings public-company reporting, multi-entity close, and ERP experience to growing businesses.
Explore projectsTilray Brands
Brookfield Asset Management
Yellow Pages
Selected prior employers of the founder. These are not Borealis CPA Advisory clients; no endorsement is implied.
CPA (Ontario) · IFRS & US GAAP · SEC reporting
Tilray Brands (NASDAQ: TLRY)DeloitteYellow PagesBrookfield Asset ManagementReisler Franklin LLPCanada Border Services AgencyGriffiths Law OfficesSun LifeRestaurant Brands InternationalTim HortonsInteracAurora CannabisCalian GroupJD IrvingBureau VeritasDye & DurhamJust Energy
CDICFisheries and Oceans CanadaEgis GroupVenus ConceptBaylis MedicalXtract OneKhiron Life SciencesLumine GroupMotiveUberflipGoodLife FitnessNorthern FitnessThe Beer StoreRedwoodArrayFlyp Technologies
Who We Work With
Built for companies from $1M to $50M+ in revenue
Owner-managed and growing businesses that have outgrown basic bookkeeping — but don't yet need a full-time senior finance team.
How It Works
From finance review to ongoing financial leadership
STEP
Finance Review
We learn how your accounting, reporting, systems, and financial processes currently operate.
STEP
Identify Opportunities
We identify reporting gaps, control weaknesses, manual processes, and automation opportunities.
STEP
Build the Finance System
We improve reporting, controls, forecasting, dashboards, workflows, and automation.
STEP
Ongoing Financial Leadership
We provide recurring Controller and CFO oversight and continuously improve the finance function.
Client Deliverables
What You Actually Receive
Not vague "advisory hours." A concrete monthly finance system — statements, dashboards, forecasts, and automated workflows your team uses every day.
See what your finance function could look like.
Bring your biggest finance question. We’ll discuss your current reporting, close process, and systems, then identify a sensible next step and the scope it would require.
FAQ
Common questions from owners and operators
What does a fractional Controller actually do?
Own the close, the balance sheet, statement quality, variance commentary, and the monthly package your bank or board can use. You keep your bookkeeper; we put a Controller layer on top.
How is this different from a bookkeeper or a full-time CFO?
Bookkeeping records transactions. A full-time CFO is a six-figure seat most companies under $50M do not need forty hours a week. Fractional Controller and CFO work sits in that gap: controls, cash, forecast, and the decisions that follow.
Do you work only in Ontario?
The practice is based in Ontario and serves clients across Canada remotely. Public-company reporting experience is applied to growing private businesses.
What do the plans cost?
Controller Essentials starts at $1,500 per month, Controller Pro at $2,500, and Finance + AI at $4,000. Scope depends on entities, transaction volume, and how involved the seat needs to be.