All-In Finance & Tech Advisory | Tailored for Alberta Energy & Tech Growth

We are tailored for small to medium sized Alberta energy & tech companies to bring clarity, security, and strategic focus to their finance function.We support busy finance teams with:• Secure transitions to modern cloud accounting systems
• Practical reviews of risks and controls in financial systems
• Ongoing guidance so your team can spend less time on the day-to-day and more on what drives growthAdvisory-only, CPA-led — no bookkeeping or assurance. Focused on giving your team the attention that daily operations often leave little room for.Let’s talk about what your finance function needs right now.Book a free 30-minute conversation

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Why Choose All-In? Services FAQ

What’s the difference between Us and a fractional CFO?We’re not a full replacement for a fractional CFO — we’re a specialized partner who focuses on the finance-tech foundation your team needs to run smoothly and securely.A traditional fractional CFO typically provides high-level strategy: fundraising support, investor materials, valuation, M&A prep, and broad financial planning.We focus on the practical layer that enables that strategy:
• Secure cloud accounting migrations (QuickBooks/Xero)
• Cybersecurity risk assessments for financial systems
• Process reviews and efficiencies
• Ongoing dashboards, forecasting, and KPI alignmentWhen should a company choose All-In instead of (or before) a fractional CFO?• Your finance function is still on legacy tools, spreadsheets, or basic systems and needs modernization/security first.
• You’re concerned about IT/cyber risks in financial data (phishing, weak access controls, unsecured integrations) but don’t have dedicated tech oversight.
• Your team is too busy with daily operations to review processes, automate tasks, or gain real-time visibility.
• You want strategic support without the full cost or scope of a fractional CFO.Can I use All-In alongside a fractional CFO?Yes — many growing companies do.
We handle the secure infrastructure, process efficiencies, and ongoing monitoring — so your fractional CFO can focus purely on high-level strategy, fundraising, and board-level work without getting pulled into system-level details.Which stage is All-In best for?We’re ideal for Alberta energy & tech SMEs in growth mode (10–100 employees) who are:
• Scaling pilots, projects, or R&D
• Preparing for funding/grants
• Moving from manual/legacy systems to cloud
• Wanting proactive risk protection without hiring full-time staffIn short:
• Choose All-In when you need to build a secure, efficient finance-tech foundation and get ongoing practical support.
• Add a fractional CFO when you’re ready for high-level capital strategy and board-level guidance
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Have more questions about what fits your team right now?Book a free 30-minute discovery call — we’ll listen first and explore together.

Our Core Advisory Services

Financial & Tech Security Check-Up

Initial One-time cybersecurity & financial systems risk assessment
Identifies hidden vulnerabilities in QuickBooks/Xero before they become expensive breaches
Delivers prioritized, actionable recommendations + optional team training
Why it's worth it: Gives your team the clear view of vulnerabilities and controls that daily tasks rarely allow — helping reduce exposure before it becomes a costly issue.

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

Cloud Finance Launchpad

Initial One-time review of cloud services. Guided secure migration to modern cloud accounting where applicable
Moves you from legacy desktop/spreadsheets to real-time, secure QuickBooks/Xero
Includes MFA, access controls, testing, training, and 30-day support
Why it's worth it: Eliminates manual work, improves accuracy on project costs, enables remote access. Moves your team from manual, legacy processes to real-time visibility and stronger built-in security — freeing capacity for more strategic work.

Ideal for: Businesses looking to review and update their systems or spreadsheets needing real-time visibility

Monthly Finance & Tech Retainer

Ongoing strategic advisory & monitoring of services listed above
Monthly calls, dashboards, forecasting, KPI tracking, risk oversight
Helps with growth planning, compliance, and tech stack optimization
Why it's worth it: Provides consistent strategic attention so your finance function can stay aligned with growth goals — without pulling focus from day-to-day responsibilities.

Ideal for: Companies wanting sustained visibility, risk reduction, scaling and strategic guidance on efficiencies

Electricity Sector Incentive & Compliance Advisory

Specialized add-on or standalone retainer module for Alberta power producers and heavy electricity users.We audit and optimize your exposure to Alberta’s evolving electricity market — TIER compliance, stacked federal/provincial incentives (Clean Electricity ITC, Smart Grid grants, demand-side rebates), royalty/credit modeling, and REM redesign risk hedging.Deliverables include:
• Missed-incentive recovery audit (often $100K–$500K+ in unclaimed credits/grants)
• Custom forecasting & KPI dashboards for carbon pricing, peak demand, and market volatility
• Strategic guidance on CCUS integration, storage rebates, and net-zero alignment
• Ongoing monitoring so policy shifts don’t blindside your cash flowWhy it’s worth it
Most small-to-medium IPPs and industrial consumers leave 10–20% on the table through overlooked stacking, poor TIER opt-out timing, or unhedged exposure to the Restructured Electricity Market changes coming in 2026–27. We turn complexity into cash flow — without adding headcount.Ideal for
• Independent power producers (50–500 MW wind, solar, gas, or hybrid)
• Industrial facilities with high electricity demand (oil & gas midstream, data centers, manufacturing)
• Energy SMEs scaling generation or co-gen projects and preparing for funding/grants

Data Center Incentive & Compliance Advisory

Add-on module for Alberta data centers and co-located energy users.
We audit/optimize for missed incentives like the 2% levy tax credit, Clean Electricity ITC (15%), SR&ED (up to 45% stacked), and self-powering exemptions—plus REM hedging for grid-connected ops.Deliverables:
- Levy offset audit ($100K–$500K+ potential recoveries)
- Modeling for sovereign AI funding ($700M federal pool) and property tax deferrals
- Guidance on co-location with renewables/gas for net-zero alignment
- Policy monitoring amid Canada-Alberta MOU updatesWhy it’s worth it
Alberta data centers face rising costs from levies and regulations, but many miss stacking incentives—leaving 10–20% on the table. We turn complexity into cash flow for scaling ops.Ideal for
• Emerging data centers (75+ MW, AI-focused)
• IPPs/industrials co-locating (e.g., oil/gas midstream with power gen)
• Tech SMEs preparing for funding/grants in Calgary/Edmonton

Connect with Us - Free 10 Must-Have Cybersecurity Steps checklist

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 to determine if our services are a fit for your business needs.

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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.