welcome..
BESPOKE
FINANCIAL
SOLUTIONS.
Financial Clarity. Designed for Growth.
Bespoke financial solutions that help businesses plan smarter, scale faster, and operate with confidence.
Connect with us:
Services
Our Core Services
Financial Forecasting
We build forward-looking financial models that help you anticipate outcomes, test scenarios, and plan with confidence. Our forecasts translate data into actionable insight, giving you a clear view of how decisions today impact results tomorrow.
Process Optimization
We streamline your financial workflows to save time, reduce errors, and improve visibility. From reporting automation to month-end efficiency, our goal is to make your finance function faster, cleaner, and easier to manage.
Cash Flow Advisory
We help you understand, monitor, and strengthen your liquidity position. Through tailored cash flow models and working-capital reviews, you’ll gain the control needed to fund growth and weather uncertainty.
Strategic Support
We act as your financial sounding board, combining analysis and strategy to guide smarter business decisions. Whether you’re exploring growth, investment, or operational change, we help translate numbers into a plan of action.
Valuation
We provide clear, data-driven insights into what drives your business’s value. Our analyses help owners prepare for sales, investments, or succession with confidence and clarity.
Tailored Support
Every business is unique — so are our solutions. We design custom financial projects that address your specific goals, from system implementation to specialized analysis or reporting needs.
Our APPROACH
Tailored.
Practical. Empowering.
Finance shouldn’t feel distant or rigid — it should feel empowering.
We combine analytical precision with a collaborative approach, tailoring every solution to fit how your business actually operates.
Our work is practical, grounded, and designed to add confidence to your decision-making.
WHY BUSINESSES CHOOSE US
Independent Perspective – objective insight, free from institutional bias
Strategic Mindset – bridging financial analysis with operational strategy
Modern Tools – dashboards, automation, and clean financial models that actually get used
Human Approach – complex ideas explained simply, decisions made confidently
FAQs
Do you provide Audit, Assurance, or Tax services?
No. We don’t perform audits, reviews, compilations, or file tax returns. Our work specializes on financial analysis, forecasting, and process improvement — helping you use your existing accounting data to make better business decisions. Although we don’t provide these services, our business concierge can direct you to trusted professionals that do.
Do you give investment or financial advice?
No. We don’t provide investment, securities, or personal financial advice. Our services are strictly business-focused and centred around operational and strategic finance.
Do you work remotely or on-site?
Projects are delivered remotely using secure digital tools, allowing for flexibility and efficiency. Our remote operations help us leverage our investment in technology to deliver better insights.
What software or tools do you use?
We work with tools like Excel, Power BI, QuickBooks, Google Workspace, and our own in-house platforms — we can adapt to your existing systems. Our focus is on building simple, sustainable solutions that fit your operations.
What does a typical engagement look like?
We start with a discovery call to understand your goals and challenges. From there, we propose a clear scope, deliverables, and timeline — whether it’s a one-time project (like a forecast model) or ongoing strategic support.
What are the liability limits of your services?
Our work is advisory and for management use only — we don’t issue opinions, certifications, or reports for external users. This ensures your business benefits from insight without assuming regulatory risk.
How are your services different from what a CPA firm offers?
Traditional CPA firms specialize in compliance and historical information — preparing financial statements, audits, reviews, and tax filings. We focus on performance — building models, dashboards, and strategies that help you plan, forecast, and grow. Think of us as the bridge between your accountant and your business decisions.
What types of businesses do you work with?
We primarily support owner-managed and growth-oriented businesses across Ontario, typically with revenues between $100K and $20M. Our clients include firms in professional services, manufacturing, real estate, and technology — though our methods tailor to any industry.
How does pricing work?
We typically offer fixed-fee pricing for defined projects and monthly retainers for ongoing support. All pricing is transparent and tailored to the scope of your engagement — no hourly surprises or hidden fees.
How do you ensure confidentiality and data security?
We take data privacy seriously. All information shared is handled under strict confidentiality, stored securely, and never shared with third parties without your consent.
Are your services right for startups or only established businesses?
Both. We help startups build financial foundations and established businesses optimize or plan for growth. Our approach scales to your size, complexity, and goals.
How do I get started?
Simply book a free 30-minute consultation. We’ll discuss your current challenges and identify the financial solutions that would have the greatest impact on your business.
Consultation
Ready to transform your business?
Schedule your free consultation and find out how Meritix can help you.