Strategic financial leadership for Alberta business owners.
Most growing businesses are caught in a gap: a bookkeeper keeping the records current, a tax professional handling annual filings, nobody in between helping management use the numbers to run the company today.
"The advice that makes a real difference isn't complicated. It's consistent, clear, and connected to how your business actually breathes."
I founded Aperio to bridge that gap for the Alberta business owner navigating the complexity of the $1M to $20M revenue threshold. My experience isn't just about high-level strategy; it's a 20-year deep dive into how money actually moves through a business. I've managed treasury operations for major energy companies and advised clients from inside a major bank. That experience gives Aperio a practical view of how cash, financing, and financial decisions actually work inside complex businesses — bringing that perspective to growing companies without the overhead of a large finance team.