ESCALANTE CPA FIRM

Led by a Finance Executive with 25+ years of helping businesses grow with clarity and control

Fractional CFO & Strategic Finance Services for Growing Businesses

(403) 561-8851   |   yiancarlo@escalantecpa.com   |   escalantecpa.com   |   Calgary, Alberta

Outgrowing Your Bookkeeper?
Not Ready for a Full-Time CFO?

Most growing businesses hit a point where the numbers stop making sense — cash is tight despite strong sales, margins are slipping, and financial decisions feel like guesswork. We step in as your dedicated finance team, bringing executive-level experience and real-world business perspective to give you clarity, control, and confidence.

Stop Running Out of Cash Despite Being Profitable • Know Exactly What You Can Pay Yourself Every Month • Increase Margins Without Increasing Revenue

WHAT WE CAN DO FOR YOUR BUSINESS

Financial Leadership

  • Stop cash surprises — forecast and manage cash flow with confidence
  • Build budgets and plans that actually drive decisions
  • Dashboards designed for owners, not accountants
  • Understand your true margins and where profit is leaking
  • Clear financial picture before growth or investment decisions
  • We sit at the table with your bankers — so you don’t have to

Accounting & Controls

  • Clean up your books so you can trust the numbers
  • Month-end close running like clockwork
  • Stay compliant with GST/HST — no penalties, no surprises
  • Controls in place before small issues become problems
  • Streamline workflows — less time on low-value tasks
  • Reporting that tells you what’s really happening

Tax & Advisory

  • Full tax compliance — T1, T2, T3, GST/HST, NR4 — handled
  • Find profit you didn’t know was there with cost reviews
  • Know exactly when and how to expand, invest, or acquire
  • Plan your succession or transition with financial clarity
  • M&A due diligence grounded in real operational experience
  • Ownership reporting that builds stakeholder confidence

HOW WE WORK TOGETHER

HOURLY

Ideal when you need expert support without a long-term commitment. Whether it’s tax, financial clean-up, or a recommendation — you get senior finance expertise by the hour.

  • No retainer required — pay only for what you use
  • Tax returns, filings, clean-ups, and assessments
  • A cost-effective way to access executive-level finance support

MONTHLY RETAINER

Ideal when your business needs consistent financial leadership. You get a dedicated finance team that knows your business, manages your reporting, and advises.

  • Fixed monthly fee — budget with confidence
  • Fractional CFO, controller, or full-service advisory
  • Scales with your business as your needs evolve

Every engagement begins with a complimentary consultation to understand your business and your goals.

INDUSTRIES WE SERVE

  • Professional services firms
  • Hospitality & hotel management
  • Automotive dealerships
  • Real estate & property management
  • Construction & trades
  • Distribution & logistics
  • Privately held & owner-managed businesses

WHY BUSINESS OWNERS CHOOSE US

  • Finance executive experience applied to your business — not theory, real-world results
  • 25+ years from bookkeeping to CFO — we understand every level of your finance function
  • One team, one point of contact — from GST filings to strategic planning
  • We manage your bankers and stakeholders directly — you stay focused on your business
  • Flexible engagement — we scale up or down as your business needs change

Ready to Talk?

Book a complimentary consultation — no obligation, no pressure.

(403) 561-8851 yiancarlo@escalantecpa.com escalantecpa.com