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Finance leadership · Governance · Reliable execution
Senior financial leadership when you need it, practical accounting support when you simply need it done, and clear advice for boards making consequential decisions.
We bring more than a decade of CFO, controllership, board and executive experience to growing organizations, public-sector and not-for-profit environments, and leadership teams navigating change. Engagements are scaled to the work—ongoing, interim or project-based.
Start a conversationKey offerings
Independent, plain-language support that helps directors understand the financial story, challenge assumptions and govern with confidence. Our work combines an operator’s perspective with formal governance training in the boardroom.
Boardroom truth: good governance should produce more than good minutes.
Experienced financial leadership without the commitment of a full-time executive. Support can range from strengthening a finance function to stepping into an interim leadership role or helping an organization scale with better information and controls.
A modest proposal: “we’ll fix it at year-end” is not a financial strategy. It is, however, a recurring calendar event.
Dependable accounting capacity for organizations that need accurate records, timely closes and someone who follows the details through. The work can complement an internal team or provide an outsourced accounting function.
Accounting humour: we keep the books balanced—no shelf required.
Our principals
John leads the firm’s advisory and accounting work. Kelly leads LIU Group’s investments and real estate.
A flexible model
OngoingRecurring monthly finance leadership, controllership or accounting capacity.
InterimSteady support through a vacancy, transition, growth phase or finance-function reset.
Project-basedFocused help with a budget, forecast, reporting package, process or board decision.
