Fractional CFO & Finance Advisory

Your Finances,
Finally Under
Control

Most growing businesses hit a wall — the books are a mess, reporting is unreliable, and there's no real visibility into the numbers. We fix that. E2 Finance Solutions builds the financial structure, processes, and models that let your business scale with confidence.

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$25M
In tax exposure successfully defended through a CRA audit
$440M
Acquisition — financial due diligence, data room & post-closing integration
50%
Reduction in month-end close time through automation
Multiple
Inaugural clean audit opinions delivered
24+ years
Senior finance leadership across startups, growth companies, and large enterprises — in Canada, the US, and the UK
24+
Years of senior finance
leadership experience
10+
Organizations stabilized,
scaled, and audit-ready
Big 4
Trained — PricewaterhouseCoopers
audit & assurance
3
Countries — Canada, US & UK
cross-border expertise

Sound familiar?

We've seen these problems
before. We know how to fix them.

Our books are a mess and we can't get a clean audit.
We've taken companies from years of disorganized financials to clean, unqualified audit opinions — often in a single year-end cycle.
We're raising capital but our financials aren't investor-ready.
We build the models, reporting, and data rooms that give investors confidence — and we've supported companies through Series B equity and senior debt financing.
I need a CFO but can't justify a full-time hire yet.
You get the full weight of a senior CFO — board reporting, banking relationships, strategic planning — on a flexible schedule that fits your stage.
Month-end takes forever and the numbers still aren't right.
We redesign your close process and reporting infrastructure from the ground up — reducing close times significantly without adding headcount.
We're growing fast but our finance function can't keep up.
We build the systems, controls, and processes that scale with you — so your finance function becomes a competitive advantage, not a bottleneck.
We have a CRA issue, a lending crisis, or a deal on the table.
Complex, time-sensitive finance situations are where we do our best work. We step in, assess quickly, and execute — without the learning curve.
We're making decisions blind — no forecast, no model, no forward visibility.
We build the forecasting models, scenario analyses, and rolling budgets that turn your numbers into forward-looking tools — so leadership can plan with confidence instead of guessing.
Everyone is working off different numbers and no one agrees on what's true.
We establish a single source of truth for your financials — standardized KPIs, consolidated reporting, and one set of numbers that finance, operations, and leadership all work from.
Our data lives in multiple systems and nothing talks to anything else.
We consolidate data from across your systems into a unified reporting structure — so you stop reconciling spreadsheets and start making decisions from clean, reliable information.

Not sure where to start?

Book a free 30-minute consultation. No obligation — just a direct conversation about your situation.

Book a free call

What we deliver

The full breadth of a senior
finance function — flexibly

Fractional CFO

A fully engaged CFO on a flexible schedule — strategic planning, CEO partnership, board reporting, banking relationships, and team leadership. Includes equity governance: cap table management, option plan administration, and Black-Scholes valuations. All the capability, without the full-time overhead.

Audit Readiness & Clean Reporting

We build the financial structure that makes a clean audit possible — consolidation frameworks, GAAP and IFRS alignment, internal controls, and direct management of your auditor relationship across a broad range of audit firms.

Budgeting, Forecasting & FP&A

Reliable forecasts, scenario models, and rolling budgets that give leadership real visibility into where the business is going — and the confidence to make decisions ahead of the curve.

Finance Systems & Automation

ERP implementation, Power BI reporting, and process automation that eliminate manual work and compress reporting cycles — across a broad range of ERP and reporting platforms. We build infrastructure that scales with your business.

Banking, Lending & Working Capital

ABL facility management, covenant compliance, cash flow forecasting, and lender relationship management. Multi-currency treasury, FX exposure management, and intercompany transaction oversight across Canada, US, UK, and Asia. We've stabilized businesses through severe liquidity constraint and positioned them to grow.

M&A Advisory & Integration

Financial due diligence, data room management, purchase price allocation, and post-acquisition integration — from first conversation through to a functioning standalone entity.

Capital Raises & Investor Relations

Support for equity and debt financing — investor materials, financial models, data rooms, cash runway analysis, and direct board and investor presentations. Experienced with Series B equity raises and senior debt financing including US lender negotiations.

Tax & Compliance

CRA audit defence, HST/QST remediation, SR&ED claims, transfer pricing, SOX, SOC 2 and PCI certification, and multi-jurisdictional compliance management across Canada, the US, and the UK. Also experienced managing government funding program compliance including IRAP, FedDev, SDTC, and federal pre-award audits.

AI-Powered Finance Operations

Deploying modern AI tools alongside Power BI and custom integrations to automate reconciliations, accelerate reporting, and give leadership faster, cleaner visibility — without adding headcount.

What we have solved

Complex problems. Real outcomes.
Across every stage of business.

Lending & Liquidity Crisis
A company on the edge of losing its credit facility — and its lender's trust
  • Renegotiated and renewed a multi-million dollar ABL facility after remediating years of reporting deficiencies that had put the lender relationship at risk
  • Built cash flow models and automated lender reporting — cutting process time by 75% and giving leadership full visibility and control for the first time
First-Time Audit
Years of disorganized books — and an audit deadline that couldn't move
  • Built audit-ready financial statements from a historically unauditable set of records — resulting in a clean, unqualified opinion
  • Delivered SOC 2 and PCI compliance in parallel, unlocking enterprise commercial contracts the business had been blocked from winning
Scaling the Finance Function
A fast-growing business where finance couldn't keep pace with the rest of the company
  • Reduced month-end close from 15 days to 5 by replacing legacy processes with automated multi-currency, multi-entity consolidation
  • Reduced finance department operating costs by 65% while increasing output through strategic automation and process discipline
Capital Raise
A growth company preparing to raise — with financials that weren't ready for scrutiny
  • Built the three-statement model, cash runway analysis, and scenario planning tools that formed the foundation of the investor materials and data room
  • Secured a multi-million dollar US government contract by passing a federal pre-award audit — a process most companies have never navigated
M&A & Integration
A landmark acquisition — and the financial complexity that came with it
  • Supported all financial due diligence, data room management, and purchase price allocation for a $440M cross-border acquisition
  • Managed the full post-acquisition financial integration into the acquirer's ERP and reporting structure, on time and without operational disruption
Tax Defence
A $25M tax exposure — and a CRA audit that had to be won
  • Successfully defended billing methodologies through a full CRA audit of a $350M+ revenue operation — resulting in $25M in taxes saved
  • Negotiated structured settlements with multiple government authorities to protect cash runway while clearing inherited liabilities

Industries served

Deep experience across
diverse sectors

Public Companies
SaaS & Technology
Energy & Cleantech
Distribution & Wholesale
Manufacturing & Industrial
Security & Managed Services
Media & Entertainment
Professional Services
Startups & Scale-ups

About E2 Finance Solutions

Senior finance expertise,
without the full-time
commitment

E2 Finance Solutions Inc. is a Toronto-based finance advisory practice with over 24 years of senior finance experience across public companies, high-growth venture-backed businesses, and companies at every stage of growth.

We work as a true partner to CEOs, founders, and leadership teams — not as a vendor. That means we're accountable for outcomes, not just deliverables. We build the financial infrastructure, reporting systems, and management processes that allow businesses to operate clearly, scale confidently, and make better decisions faster.

Our founder is a CPA, CA with extensive experience managing audit engagements across Big Four and national firms — bringing institutional-quality finance leadership that adapts to where your business actually is.

CPA, CA — Canadian Institute of Chartered Accountants
Honours Bachelor of Mathematics / Accountancy — University of Waterloo
Extensive experience working with audit firms including Big Four and national practices
Public company experience — TSX-listed, MD&A, quarterly filings, GAAP-to-IFRS conversion
Cross-border expertise: Canada · United States · United Kingdom
Active integration of AI tools into finance operations and reporting automation

What sets us apart

You always work with a senior principal
No hand-offs to junior staff. The person you meet is the person doing the work — with 24+ years of experience behind every recommendation.
We've been in your seat before
Our experience spans every stage — from founding-team startup to public company. We understand the pressures you're under because we've managed them directly.
We build — not just advise
We don't hand you a report and walk away. We build the models, implement the systems, and design the processes — then make sure they actually work.
We bring your team along with us
We train and mentor your existing finance team to own the processes we build. The goal is always to make your people more capable — not more dependent on us.
Flexible engagements, real accountability
Fractional retainer, fixed-scope project, or interim full-time — we structure engagements around what your business actually needs, and we're accountable for results.
Technology-forward finance
We actively deploy AI tools, Power BI, and custom automation alongside traditional finance discipline — so your business gets both rigour and speed.

Let's talk

Your finances can be
better. Let's start
the conversation.

Whether you need a fractional CFO, help preparing for an audit, support through a capital raise, or a finance function that finally works — reach out and let's talk through your situation. No obligation, no jargon.

We typically respond within one business day.

1-647-293-3548
info@e2financesolutions.ca
Serving clients across Canada