At Loft, every client relationship begins with strategy.
We start by clarifying your financial goals, building systems to support them, and tracking your progress over time.
Think of us as your accountability partner and financial guide. Not just during tax season, but throughout your business journey.
Traditional year-end services – like tax filing, bookkeeping, and financial statements – are only available for ongoing clients who go through our advisory process first.
Why? Because those services only work well after we’ve built a solid foundation together.
PEOPLE OFTEN ASK
“So... are you an accountant?”
The real answer?
I’m an advisor first, accountant second.
The short answer:
Yes.
If you're wondering what kind of financial support you actually need, you're not alone.
Here's a quick breakdown of common roles, and how Loft fits in:
Bookkeeper
Tracks and categorizes income/expenses. Keeps your day-to-day records organized.
➜ Loft can offer this for ongoing clients as part of your full financial system.
Accountant
Prepares financial statements and tax filings.
➜ Loft can work with your current tax accountant to ensure all goals are aligned. You deserve a team of connected professionals working together for your business.
Fractional CFO & Advisor
Oversees financial strategy, planning, and forecasting.
➜ This is the heart of Loft’s support: flexible, strategic, and personal.
Every client goes through the same core process:
1. Calm the chaos.
Clarify your business model and financial goals.
2. Build the blueprint.
Set up systems, pricing, and structure to support sustainable growth.
3. Accelerate your growth.
Stay supported and accountable as we monitor results and adjust your strategy over time.
This isn’t a one-size-fits-all template.
It’s a proven process that’s designed around you.
You don’t need more spreadsheets.
You need a partner who can help you understand your numbers.
And actually use them.
At Loft, I combine accounting expertise with business advisory, so you can:
Make decisions using both data and intuition
Feel confident and actually enjoy looking at your business financials (yes, really)
You deserve more than just an accountant.
You deserve a trusted partner who understands how your business really works.
If you’ve been patching together advice from too many places or feel unsure where to focus next – let’s talk.
Step 01:
Discovery Call
This is where we get to know each other and explore what kind of support your business truly needs.
It’s a no-judgment space. Come ready to share your challenges, your goals, and what’s on your mind financially.
Step 02:
Custom Proposal
Based on our conversation, we’ll build a custom proposal with three service options. You can choose the path that fits your needs, your goals, and your budget.
We’ll review it together and adjust as needed.
Step 03:
Onboarding
Once you're ready to begin, we’ll walk you through the setup process. This includes gathering your information, accessing accounting systems, and obtaining CRA authorization.
It can feel like a lot, but we’re here to support you every step of the way.
Step 04:
Financial Assessment Report
We take a deep dive into your current numbers and systems to assess where your business stands today.
You’ll receive a Financial Assessment Report outlining key priorities and opportunities to improve performance in the months ahead.
Step 05:
Goal Setting
We’ll help you translate your business (and personal) financial goals into a clear, actionable roadmap.
Using our SMART goal template, we’ll define the metrics that matter most and begin aligning your finances around what you truly want to achieve.
Step 06:
Build The Financial Model
We’ll create multiple forecast views for your business:
Best case, most likely case, and worst case.
This way, you can see how your plans hold up in different scenarios and make informed choices about what comes next.
Step 07:
Quarterly Sprint Planning
We choose one priority – your critical number – and build a 90-day action plan to move toward it with focus.
This is where strategy meets accountability.
Step 08:
Monthly Check-Ins
Each month, we meet to review your numbers, compare performance against your targets, and talk through key decisions.
You’ll always know where things stand and what to adjust.
Step 09:
Ongoing Support & Strategic Guidance
Whether you're planning to grow, streamline, or simply feel more in control we’re here to support you.
You’ll always have a financially minded partner in your corner, ready to help you navigate what’s next.