Finanacial Advisory · Cumberland, BC

From Messy Books
to Financial
Clarity in 30 Days

Helping business owners align strategy, fix broken systems, automate their back office, and build the financial visibility their growth demands.

View Services
What You Get
20+
Years Finance Experience Big 4 audit, C-Suite, $10B+ exposure
30
Day Financial Reset Clean structure, automated workflows, real reporting
$$$+
Proven at Scale Strategic guidance for businesses in any environment.
Sound Familiar?

Signs You've Outgrown
Your Accounting

You built a real business. The financial system you started with hasn't kept up.

📊
You don't trust your numbers
The P&L looks off. You're making decisions on gut feel because the data isn't reliable.
💸
Cash flow is a mystery
Revenue is up, but cash feels tight. You can't see 90 days ahead with any confidence.
⚙️
Automation is a mess
Too many manual steps, duplicate entry, tools that don't talk to each other.
📈
No forward planning
Flying blind — no budget vs. actual, no forecast, no strategic financial layer.
🏔️
Bookkeeper ceiling
Your bookkeeper records. They can't advise. You need strategy, not just compliance.
📅
Month-end drags on for weeks
Reports are always late, reconciliations are painful, and your team dreads close.
Get Started

Ready to Take Control?

Book a free consultation — 90 minutes, no obligation, and you'll leave with a clear picture of exactly what needs to change.

Services

Three Ways I Work
With Growing Businesses

From a one-time diagnostic to ongoing fractional CFO support — every engagement starts with understanding your system and ends with clarity.

01
Financial Systems Assessment
$0-$500
A deep diagnostic of your current financial setup — where the gaps are, what's costing you time, and exactly what needs to change.
  • 90-minute structured deep dive
  • Workflow & automation mapping
  • Month-end process review
  • Cash flow stress test
  • 10-page written summary & action plan
Core Engagement
02
30-Day Financial Reset
$3,000+
We fix everything — chart of accounts, reconciliations, automation stack, and reporting. You leave with a system built for a growing company.
  • Clean structure & rebuild
  • Repair all backlogged reconciliations
  • Daily workflow & automation setup
  • Management reporting dashboard
  • Standard operating procedures for you and your finance team
03
Fractional CFO Retainer
$1,500 – $5,000 / month
Ongoing strategic finance leadership — monthly reporting, forecasting, tax coordination, and investment-level planning without the full-time hire.
  • Monthly financial reporting package
  • Rolling 12-month cash flow forecast
  • Budget vs. actual variance analysis
  • Tax strategy & coordination
  • Capital & investment planning

Not sure which engagement fits? Start with a free consultation — it tells us both exactly what you need.

How It Works

The 30-Day
Reset Process

A structured four-week sprint that transforms your financial back office from reactive to strategic. Every client follows the same proven sequence.

1
Week One
Diagnose
Map your current system, identify every bottleneck, and document exactly what's broken and why.
2
Week Two
Clean
Rebuild the chart of accounts, clear the backlog, repair reconciliations, and create a clean foundation.
3
Week Three
Automate
Install automation tools, link workflows, eliminate manual entry, and build out your full automation stack.
4
Week Four
Strategize
Install reporting dashboards and forecasting, then hand over control so your team can run independently.
What to Expect

Built for Real Businesses,
Not Spreadsheet Theory

You get a working system, not a report

Every engagement ends with live automation, clean books, and reporting your team can actually use — not a slide deck with recommendations.

Month-end in 5 days, not 3 weeks

Most clients cut their close cycle by 60–70% in the first month after reset. The automation and process discipline compounds from there.

Clear deliverables, fixed scope

No billable hours surprises. Every engagement is scoped upfront with clear deliverables, timelines, and a single point of contact.

Ongoing support available

Most reset clients move to a monthly retainer. You get continuity — the same person who built the system maintains and evolves it with you.

About
Luke Guthrie
Luke Guthrie
CPA, CA · Founder

Senior financial insight.
Driving strategy, growth and leadership.

I’m a Chartered Accountant with 20+ years in finance — from Big 4 audit at Deloitte to Executive roles in high-growth, multi-site businesses. I’ve seen what weak systems cost: slow closes, unclear margins, cash surprises, and decisions made without reliable data. I build finance functions that make the numbers trustworthy and the business easier to run.

I’m based in Cumberland, BC and work remotely with owners across Canada and the US. My focus is simple: give you clean reporting, better processes, and forward-looking visibility so you can lead with confidence — and have more room for the parts of life you’re building the business for.

  • Chartered Professional Accountant (CPA, CA) — BC & Ontario
  • Deloitte LLP — led audit engagements for TSX-listed companies with $10B+ revenues
  • Scaled finance operations alongside $30M+ top-line growth in one year
  • Led ERP transition and financial integration across a multi-site national acquisition
  • Deep expertise across modern finance tools, custom reporting, IFRS, ASPE, cross-border tax, and multi-entity consolidations