Better Cash-Flow Visibility, Forecasting and Financial Decisions
AMG Global provides project-based and ongoing FP&A and fractional CFO support to owner-led businesses that need stronger reporting and financial insight without immediately hiring a full-time finance leader.
12+ years of finance experience · MBA · QuickBooks ProAdvisor · Calgary-based · Remote advisory available · English and French
Three Problems That Come Up in Nearly Every Conversation
No clear view of cash flow
Decisions get made based on what the bank account shows today, not a reliable forward-looking view of the next 60 to 90 days.
Financial reports arrive too late
Month-end financials land two to four weeks after the period closes, with little context about what drove the results or what to do differently.
Key decisions lack financial support
Pricing changes, hiring plans, growth investments, and capital decisions are made without a dedicated finance function to model the options and flag the risks.
How Financially Healthy Are You?
Answer a few questions and get an instant assessment of your financial position, including key metrics, areas that appear healthy, potential gaps, and practical next steps.
Free educational assessment. No financial statements or account details required.
Senior Financial Support Without a Full-Time Finance Hire
AMG Global helps owner-led businesses build reliable financial systems, understand performance, and make better-informed decisions. Engagements can be project-based or ongoing, depending on the needs and stage of the business.
Fractional CFO Advisory
Ongoing financial leadership for business owners who need stronger reporting, clearer priorities, experienced financial guidance, and a consistent financial decision-making process without hiring a full-time CFO.
FP&A, Budgeting and Forecasting
Budgets, rolling forecasts, scenario models, KPI dashboards, and budget-versus-actual analysis designed to help ownership anticipate results instead of only reviewing the past.
Cash Flow and Profitability
Cash-flow forecasting, working-capital analysis, margin reviews, and customer, product, service, or project profitability analysis to identify where the business is generating or losing value.
Financial Reporting and Systems
Management reporting, accounting-process improvement, QuickBooks optimization, financial cleanup, reconciliations, and monthly-close support that create a reliable foundation for business decisions.
Additional project support may include financial modelling, bank or investor preparation, business-case analysis, and transaction-related financial analysis based on scope.
Senior Finance Experience. Direct, Personal Attention.
AMG Global is a boutique financial advisory firm providing structured financial analysis, practical financial systems, and decision support to owner-led businesses.
The firm is led by a senior finance professional with more than 12 years of experience across FP&A, controllership, manufacturing finance, and commercial finance. This experience includes supporting complex operations within a publicly traded multinational organization and partnering with business leaders on budgeting, forecasting, profitability, reporting, and strategic financial decision-making.
Every engagement is handled directly by AMG Global's principal advisor. This creates continuity, accountability, and a clear understanding of each client's financial situation without junior-staff handoffs or unnecessary layers of communication.
- Principal-Led AdvisoryEvery engagement is handled directly by one experienced finance professional.
- Experience12+ years across FP&A, controllership, manufacturing finance, and commercial finance.
- BackgroundExperience within a publicly traded multinational organization generating more than $25 billion in annual revenue.
- EducationMBA.
- CertificationQuickBooks Online ProAdvisor.
- LanguagesEnglish and French advisory available.
- LocationCalgary-based with remote engagements available.
Representative scenario only - not a specific client engagement or outcome guarantee.
Bringing Structure to a Business Without a Finance Function
A regional services business with an owner-operator structure and a small team. The business had a bookkeeper and a basic QuickBooks file, but no one in a finance role.
The owner had no forward-looking view of cash flow and received monthly financial statements several weeks after each period closed, with no interpretation of what the results meant for the business. Key decisions were being made without financial analysis or a structured review process.
AMG Global built a 13-week rolling cash-flow forecast, restructured the monthly reporting package to include a written management summary and key variance commentary, and reviewed the service mix to identify which areas carried the strongest and weakest margins.
The owner had a structured 90-day cash-flow view, a monthly reporting package that could be reviewed in a short meeting, and a clear starting point for a pricing and service-mix review.
A Clear Process From Financial Complexity to Action
Discover
A focused conversation about your business, current financial systems, immediate priorities, and desired outcomes.
Diagnose
A review of available financial information to identify gaps, organize the key issues, and determine what requires immediate attention.
Build
We create the reports, forecasts, models, or processes required for the engagement.
Advise
We explain what the information means, provide practical recommendations, and continue with regular support when the engagement includes ongoing advisory.
Clear Starting Prices. Flexible Engagements.
All prices are starting estimates in Canadian dollars. Final pricing depends on complexity, data quality, transaction volume, required deliverables, timeline, and engagement scope.
Business Financial Clarity Review
A focused review for owner-led businesses that want a clearer understanding of their reporting, cash-flow visibility, financial processes, and most important improvement priorities.
- Initial discovery questionnaire
- 45-minute discovery meeting
- Review of selected existing financial reports
- High-level reporting and cash-flow assessment
- Identification of up to three priority gaps
- 45-minute findings meeting
- One-page findings and action summary
Does not include bookkeeping cleanup, reconciliations, tax review, dashboard development, forecasting models, or implementation work.
Start with a Financial Clarity ReviewDefined Finance Project
A focused implementation project designed to solve one clearly defined financial reporting, forecasting, cash-flow, or financial-process problem.
Possible projects include:
- 13-week cash-flow forecast
- Budget-versus-actual tracker
- Monthly management-reporting template
- Focused KPI dashboard
- QuickBooks reporting improvement
- Financial close or reporting process
- One clearly scoped financial model
The starting price generally applies to one clearly defined deliverable. Projects involving multiple deliverables, historical cleanup, or complex modelling require a custom quote.
Discuss a Defined ProjectOngoing Finance Advisory
Monthly financial review and advisory support for owner-led businesses that need more structure and insight. Deeper Fractional CFO engagements providing broader financial leadership are available from CAD $1,750/month.
- Monthly financial performance review
- Cash-flow forecast update
- Budget-versus-actual review
- Key observations and action priorities
- One monthly advisory meeting
- Reasonable email support within agreed scope
- Scenario analysis and decision support (Fractional CFO tier)
- Bank, financing, or investor preparation (Fractional CFO tier)
Bookkeeping, transaction processing, historical cleanup, and new dashboard development are quoted separately.
Explore Ongoing AdvisoryBook a Complimentary Conversation
A focused introductory conversation to discuss your current financial situation, identify the type of support you may need, and determine whether AMG Global is the right fit.
The complimentary conversation is an introductory discussion only. It does not include an accounting-file review, bookkeeping cleanup, tax advice, investment advice, financial modelling, written recommendations, or implementation work.