Leave the Accounting & Strategic Finance to Us

Because growing your business is challenging enough, let us handle the numbers so you can focus on the rest.

Big-Firm Expertise. Boutique Service.

From early-stage ventures to $5B enterprises, we’ve helped teams streamline finances and scale smarter.

Services to help you succeed

Fractional Chief Financial Officer (CFO)

We help you streamline operations, prepare for growth, and handle complex financial decisions without the cost of a full-time CFO.

  • Optimize and scale existing financial processes for efficiency
  • Support capital raise, refinancing, M&A, and due diligence
  • Manage stakeholder relations, contract reviews, and negotiations
  • Oversee finance team organization, systems integration, and implementation
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“Making an impact, together”

Financial Modelling & Forecasting

Our experts build flexible, presentation-ready models that make your forecasts easy to understand and trusted by stakeholders.

  • 3-statement financial models (balance sheet, income, cash flow) over 3–5 years
  • Multi-Scenario analysis with togglable triggers
  • Adaptable & compliant lender and investor templates
  • Weekly cash flow forecasting and variance analysis
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The person who controls cash wins.

Deal Advisory

We manage every step of your capital raise, acquisition, or divestiture process—so you can focus on the deal itself.

  • Join investor and lender meetings to tell your financial story
  • Prepare and manage virtual datarooms for due diligence
  • Review and compare investor term sheets
  • Provide strategic support through negotiations to closing
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“Finding the best solution, together!”

Accounting & Bookkeeping

We handle your back-office operations and financial reporting, so you always have a clear view of your numbers.

  • QuickBooks Online setup and accounting system integration
  • Full Cycle Accounts Receivable & Accounts Payable with reconciliations
  • Monthly Statements, payroll prep, and audit-ready reporting
  • Secure cloud access from anywhere, anytime
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“Having good books is only half the job.”

Crypto & Blockchain

Our team understands the complexities of crypto accounting, tokenomics, and fundraising—and how they fit into traditional systems.

  • Crypto reconciliation to CAD for accurate reporting
  • Review of capital raise metrics, SAFE/SAFT agreements, and tokenomics
  • Strategic deal and transaction advisory for blockchain projects
  • Access to trusted crypto and Web3 professional networks
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"It's on us to change the future"

Corporate Advisory & Restructuring

We help companies manage liquidity, negotiate with lenders, and navigate formal restructuring with clarity and confidence.

  • Lender and stakeholder negotiation support
  • 13-week cash flow, borrow base, and forecast preparation
  • Financial analysis and scenario planning for turnaround decisions
  • Assistance with materials and reporting during formal proceedings
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“Solving one problem at a time.”

Why Kwantum Advisory?

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Accessible, Anywhere

We’re easy to reach — Discord, Slack, Telegram, even the Metaverse. Expect real-time responses, often within 30 minutes, 12+ hours a day.

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Flexible Pricing

We offer hourly, fixed, or deferred pricing to fit your cash flow. We’re even open to success-based or crypto payments — flexibility built in.

A Cloud Approach

We leverage cloud-based tools like QuickBooks Online and Google Workspace, so you can access your financials anytime, anywhere.

Deal Advisory

We go beyond traditional CFO work with years of experience in large-scale deals and transactions — helping your business scale smarter.

Professional Reach

With 10+ years in corporate finance, we bring a network of trusted lenders, investors, and experts — connecting you to the right people.

A Personal Approach

Your goals drive our work. We take a hands-on, collaborative approach to ensure every deliverable meets your needs and expectations.

We help some of the most innovative companies

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Latest Blogs and Stories

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Let’s turn your numbers into a growth strategy.

I appreciate the time you took to review our website and our content. Please do not hesitate to reach out even for the slightest inquiry. I am more than happy to spend some time answering questions you might have!

Sincerely,
Wilson Kwan, CPA, CA
Founder & Managing Director

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