Secure Cloud Finance & Tech Advisory for Alberta Energy & Tech SMEs

CPA-led guidance: Secure migrations to QuickBooks Online or Xero, cybersecurity risk check-ups, and ongoing strategic oversight — advisory services

Book Free 30-Min Discovery Call

Our Core Advisory Services

Financial & Tech Security Check-Up

One-time cybersecurity & financial systems risk assessment for QuickBooks/Xero or other accounting softwares
Discovery call + detailed questionnaire
Review of access controls, MFA, data protection, employee awareness & compliance
Customized risk report with prioritized recommendations

Ideal for: Data protection, concerns about phishing, ransomware, or regulatory exposure

Cloud Finance Launchpad

Guided, secure migration to modern cloud accounting.
Needs assessment & migration roadmap
Platform setup: MFA, role-based access, encrypted integrations
Data prep guidance, testing, go-live support & team training
30-day post-migration stabilization

Ideal for: Businesses on legacy desktop systems or spreadsheets needing real-time visibility

Monthly Finance + Tech Retainer

Ongoing strategic advisory & monitoring.
Monthly advisory call + unlimited support
Finance + Tech Health Dashboard
Cash flow forecasting & scenario planning
KPI tracking, risk/compliance oversight, tech stack reviews

Ideal for: Scaling companies wanting sustained visibility, risk reduction, and strategic guidance

Why Us?

All-In Finance & Tech Advisory helps Alberta energy, tech, and professional services SMEs modernize financial systems securely — without the overhead of full-time teams or fragmented vendors.We focus on:
• Secure cloud transitions (QuickBooks Online / Xero/ Other cloud based)• Strategic oversight for growth, project costing & compliance•Protecting financial data from phishing & ransomware

Free: 10 Must-Have Cybersecurity Steps

Protect your financial data in 5 minutes. Download this checklist to score your setup — ideal for energy & tech companies handling project or R&D data.

Ready to Secure & Modernize Your Finance Stack?

Schedule your free 30-minute discovery call — no obligation. We’ll review your setup and see if our services are a fit.

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Disclaimer: All services are advisory and oversight only. No assurance, audit, compilation, bookkeeping, or public accounting provided. Pricing and scope customized after discovery call.