Custom Accounting & CFO Advisory | Saskatchewan

306-584-9090

Transform Your Business with Strategic Financial Leadership

Saskatchewan’s trusted accounting and fractional CFO experts helping small and medium businesses unlock growth through world-class financial expertise
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A+ BBB Rating

28% Average Client Growth (2021-2025)

18+ Years in Business

Serving 350+ Corporates Clients

in Business
10 Y
Who We Are

Not Your Traditional Accounting Firm

We’re Custom Accounting & CFO Advisory, a Saskatchewan-based firm that goes beyond basic bookkeeping and tax compliance. Since 2008, we’ve been bringing enterprise-level financial strategy to small and medium-sized businesses that need it most.
While big corporations have entire finance departments with KPIs, dashboards, and real-time reporting, most growing businesses struggle with tangled processes and unclear financial visibility. That's where we come in not just to count the numbers, but to make them work for you.
What Makes Us Different:
  • Virtual/Fractional CFO services that bring C-suite expertise at a fraction of the cost
  • Advanced financial transformation tools previously available only to large corporations
  • Industry-specific expertise across manufacturing, construction, mining, IT, retail, and more
  • A team that combines deep technical knowledge with practical business sense
Learn More About Our Team

Our Services

Not all financial needs are the same. That’s why we operate through two dedicated divisions, each built to solve a different level of business challenge from compliance to strategy.

Core Accounting & Tax

Bookkeeping Services

Accurate, timely, and stress-free bookkeeping that keeps your financial records clean and your mind at ease. We handle the daily details so you can focus on growing your business.

Forensic Accounting

Professional investigative accounting services for litigation support, fraud examination, and financial disputes.

Business Registration & Closing

Complete support for incorporating your business or winding down operations with proper compliance.

Strategic Tax Planning

Corporate and personal tax planning that goes beyond compliance. We analyze opportunities for tax efficiency and structure your finances to keep more of what you earn.

Corporate Tax Strategy

Advanced tax planning for owner-managed businesses, including capital transactions, shareholder remuneration optimization, and GST recovery strategies.

Payroll Services

Reliable payroll processing that ensures your team gets paid accurately and on time, every time.

CFO Advisory & Strategic Services

Fractional CFO Services

Part-time CFO expertise for SaaS, manufacturing, mining, and construction businesses. Get strategic financial leadership without the full-time executive salary.

Business Planning & Financial Modeling

Build data-driven business plans with accurate financial projections that help you secure funding and make confident decisions.

Performance Management & KPIs

Implement business scorecards, contribution margin analysis, and live dashboards that give you real-time visibility into your business performance.

Management Accounting

Move beyond basic financial statements with management reports that actually help you run your business better.

ERP Consulting & Implementation

Streamline your financial systems with ERP expertise. We've reduced month-end close times from two weeks to four days and automated processes that used to take 16 hours down to 30 minutes.

Compilation Engagements

Professional financial statement preparation for banking, stakeholder reporting, and regulatory requirements.

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Industries We Excel In

Specialized Expertise Across Key Industries

We don’t just understand accounting we understand your business. Our team brings deep industry knowledge to:

SaaS & Technology

Subscription revenue modeling, burn rate analysis, investor reporting

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Manufacturing

Production automation, inventory optimization, contribution margin analysis

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Mining

Asset management, financial reporting streamlining, public company compliance

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Construction

Project costing, WIP management, contractor-specific tax strategies

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Restaurants & Hospitality

Multi-location management, cost control, cash flow optimization

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Retail

Inventory management, point-of-sale integration, multi-channel accounting

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Agriculture & Agribusiness

From farming to agribusiness, we help grow smarter

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Why Choose Virtual/Fractional CFO Services

Enterprise-Level Financial Strategy, Without the Enterprise Price Tag

The Problem:
Most small and medium businesses chase sales and manage operations but overlook process optimization. The result? A tangled mess of inefficiencies like trying to untangle a ball of electronic cables.a
Our Solution:
We bring high-level performance management tools, KPIs, business scorecards, contribution margin analysis, live reporting, and dashboards right to your doorstep. These were once the secret weapons of billion-dollar corporations. Now they’re accessible to drive real growth for your business.
Benefits List:
  • Reduce month-end close time by 70-80%
  • Automate manual processes that eat up hours of your time
  • Make data-driven decisions with real-time financial visibility
  • Accelerate growth with contribution margin insights
  • Access strategic expertise at a fraction of full-time CFO costs
Proven Results

Real Impact for Real Businesses

Venture-Ready SaaS Company

  • Transitioned from GTM to VC-ready with positive net cash flow and consistent growth
  • Built investor-grade financial models, KPIs, and forecasting for fundraising readiness
  • Enabled strategic customer wins and investor introductions

$900M Revenue Manufacturer

  • Automated daily production postings: 16 hours → 30 minutes
  • Used contribution margin analysis to drive 40%+ sales increase
  • Industry: Manufacturing | Service: CFO Advisory + ERP

$300M Asset Mining Company

  • Streamlined financial reporting processes
  • Reduced month-end close: 2 weeks → 4 days
  • Industry: Mining | Service: Financial Process Optimization

$200M Revenue Manufacturer

  • Implemented the destination taxes module for accurate sales tax
  • Built live EDI dashboard for real-time inventory visibility
  • Automated budgeting with 40% efficiency gains
  • Industry: Manufacturing | Service: ERP + CFO Advisory
Team Member

Meet Our Leadership Team

Tricia Brown

Founder & Senior Partner

Tricia is the Founder and Senior Partner of Custom Accounting & CFO Advisory and a recognized expert in Canadian corporate tax strategy. She brings a deeply analytical, client-specific approach to taxation, going beyond routine compliance to deliver practical, defensible, and value-driven tax solutions.

John Xue

CPA, MBA - Managing Partner

joined the Custom Accounting leadership team in October 2024, bringing 15 years of expertise in accounting, finance, and ERP implementation. His career includes key roles at some of Saskatchewan’s most prominent companies, and he plays a crucial role in driving innovation and excellence within the firm.

Danielle Margerison

CPA, CA - Partner

Danielle is a Partner specializing in CFO advisory and management accounting, bringing 20+ years of experience helping growth-minded businesses turn financial data into clear, confident decisions. She combines strategic thinking with hands-on practicality building reporting, KPIs, and planning tools that leaders actually use, and translating the numbers into what matters most: what they mean, what to do next, and how to execute.

Our Clients Say

Ready to Transform Your Financial Future?

Join the growing businesses that trust Custom Accounting & CFO Advisory for strategic financial leadership.

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