For Companies With Complex Operations

We Recognize Revenue Correctly.

You Focus on Your Business.

Custom financial systems + strategic accounting for businesses with complicated cost structures, heavy capital investments, complex bill of materials, and revenue that doesn't fit a simple model.

Serving clients across Canada and the United States
Schedule a Profitability Analysis
Industry Specialties
Complicated BOM? Every material, component, and cost tracked to the line
Revenue recognition mess? Percentage-of-completion done right
Pricing blind? Know your margins before you commit to the project
Heavy capital investments? Asset tracking, depreciation, and ROI clarity
Milestone billing chaos? Bill on progress, not guesswork
Multi-state or cross-border? Tax compliance across jurisdictions handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist
Complicated BOM? Every material, component, and cost tracked to the line
Revenue recognition mess? Percentage-of-completion done right
Pricing blind? Know your margins before you commit to the project
Heavy capital investments? Asset tracking, depreciation, and ROI clarity
Milestone billing chaos? Bill on progress, not guesswork
Multi-state or cross-border? Tax compliance across jurisdictions handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist

The CPA Who Builds Software
Because I've Run These Businesses Myself.

01
Custom Financial Systems
We build software from scratch that matches your exact business model. Not a QuickBooks configuration—actual production systems for costing, billing, and analysis.
02
POC Accounting Expertise
Percentage-of-completion accounting is complex. Most CPAs avoid it. Those who do it don't build software. We do both—because we've operated businesses that required it.
03
Operator Experience
We've been on your side of the desk. We've managed crews, priced projects, tracked materials, and wrestled with margins. We understand your pain because we've lived it.

Areas of Strategic Impact

01
+
Custom Financial Systems
Purpose-built software that matches how your business actually works.
We build costing engines, inventory systems, project dashboards, and financial tools from scratch. Your business model is unique—your financial software should be too. No more forcing your workflow into generic platforms.
02
+
Profitable Proposals
Know your true margins before you quote.
We build custom costing engines that calculate true project costs—labor, materials, equipment, subcontractors, overhead—before you commit. Every proposal priced to win AND priced to profit.
03
+
Revenue Recognition
Percentage-of-completion and milestone billing done right.
Multi-period projects require specialized accounting. We execute POC revenue recognition, WIP schedules, overbilling/underbilling tracking, and GAAP-compliant financial statements. Your cash flow stays predictable and your books stay compliant.
04
+
Daily Margin Tracking
Know your profitability today, not after the project ends.
We forecast project profitability at proposal stage, then monitor it daily through execution. You'll know if margins are slipping while there's still time to course-correct—not months later when the invoice goes out.
05
+
Cost & Vendor Intelligence
Every dollar to suppliers audited. Every purchase tracked.
We monitor every purchase to ensure best pricing from vendors. Price history tracking, cost creep detection, vendor classification, and strategic sourcing. Your materials margin stays protected no matter how complex your bill of materials.
06
+
Materials & Inventory
Complex bill of materials managed with precision.
Hundreds of SKUs across multiple vendors? We track consumption patterns, set reorder points, categorize inventory at a granular level, and ensure your supply chain supports your timelines—not derails them.
07
+
Dedicated Bookkeeping
Your books, maintained with precision and care.
Every transaction categorized correctly, every account reconciled, every month closed on time. Your financials are always audit-ready and decision-ready. We treat bookkeeping as the foundation of financial intelligence—not an afterthought.
08
+
Tax & Compliance
Multi-jurisdiction tax complexity, handled.
Cross-border operations between Canada and the US. Multi-state nexus for traveling crews. Corporate and personal tax strategy. We navigate the complexity of multi-jurisdiction compliance so you can focus on operations.
09
+
Payroll Management
Your people paid right, every time, everywhere.
We manage payroll end-to-end—wages, deductions, remittances, compliance. For crews working across multiple states or provinces, we handle multi-jurisdiction payroll taxes so you don't have to.

We Build the Systems
That Run the Numbers.

Six capabilities we have designed, built and put into production. Not templates or configurations—working software that closes the gap between what happens in your business and what your books say.

In Production
PRISM
Costing & Scenario Engines

One job, broken into every cost that makes it up, then modelled several ways before you commit. Compare approaches side by side and see the margin each one actually produces.

Multi-Scenario Modelling
Labour & Materials Costing
Margin Forecasting
Proposal Generation
Version History
Resource Planning
The point: You know the margin before you sign, not after you deliver.
In Production
TERRAIN
Field-to-Finance Capture

Work recorded where it happens, on a phone, by the people doing it. Guided checklists with photo evidence replace the paperwork that arrives late, incomplete, or not at all.

Mobile-First Capture
Photo Verification
Guided Task Sequences
Live Progress Board
Rework & Exception Tracking
Full Audit Trail
The point: Finance stops guessing what the field completed last week.
In Production
CADENCE
Progress Billing & Revenue Recognition

Completed work converted into earned revenue on a defensible basis, then reconciled against what was invoiced and what the ledger says was billed. Percentage-of-completion without the spreadsheet.

Percentage-of-Completion
Earned vs Invoiced vs Billed
WIP Schedules
Over/Under Billing
Holdbacks & Deposits
Change-Order Control
The point: Revenue lands in the right period and survives an audit.
In Production
SENTINEL
Inventory & Vendor Intelligence

A watch layer over your accounting system for the things it does not track well. Consumption patterns, reorder points, supplier pricing drift, and the quiet cost creep nobody notices until year end.

Reorder Point Alerts
Price Drift Detection
Vendor Classification
Consumption Patterns
Critical Item Tracking
Stock-to-Ledger Tie-Out
The point: Inventory becomes an asset you manage, not a number you discover.
In Production
PANORAMA
Executive & Margin Reporting

The whole business on one screen, explained by job rather than by account. Reads your ledger without ever writing to it, and flags what looks wrong before the month is closed.

Job-Level Margin
Cost Driver Analysis
Close-Quality Checks
Cash & Runway
Lender & Investor Packages
Read-Only Ledger Sync
The point: You see which job moved the number, not just which account.
In Production
BALANCE
Multi-Entity Close & Reconciliation

Group books that agree with each other. A guided month-end close, bank and card reconciliation, and intercompany balances that mirror to the dollar instead of drifting apart quarter after quarter.

Guided Month-End Close
Bank & Card Reconciliation
Intercompany Mirror
Payment Batch Matching
Legacy Payroll Conversion
Multi-Entity Consolidation
The point: Close the month on a schedule instead of hunting differences.
Our Own Product
Daufin
Subsidy Compliance for Subsidized Childcare

Our own platform, built for Quebec subsidized daycares and CPEs. Inclusion funding depends on documentation being complete, conforming and on time—and the rules are changing. Daufin keeps every file audit-ready, models what a subsidy will actually pay under the old and new programs, and shows what incomplete paperwork is costing.

Subsidy Forecasting
Documentation Compliance
Program Transition Modelling
Occupancy & Attendance Analysis
Role-Based Access
Privacy-Law Architecture
The point: Claim every dollar you are entitled to, and prove it.
Visit daufin.ca
Industries We Serve

Any project-based business with complicated costs, complex revenue, and heavy operations.

Commercial Contractors Specialty MEP HVAC & Refrigeration Fire Suppression Building Envelope Systems Integrators Kitchen Equipment Custom Manufacturing Government Contractors Field Service Companies

Dedicated Practices

Two industries where we run specialized practices with their own service models, software, and expertise.

Not Your Typical CPA Firm

01
Precision
Full-service accounting and bookkeeping. Your books, closed and accurate, every month.
02
Proposals
We partner on pricing. Know your margins before you quote.
03
Performance
Project-level profitability analysis. See what's working, what's not.
04
Purchasing
Inventory tracking, vendor management, and cost control built in.
05
Payroll
Multi-jurisdiction payroll for traveling crews. Nexus handled.
06
Partnership
We become your daily connection for finance. Not quarterly check-ins—daily operations support.

Let's Talk Profitability

60-minute consultation. No pitch. Just analysis.

We'll review your current project costing approach, identify where profit is leaking, and show you what a custom system could solve for your specific business.

Request Consultation