The financial partner Alberta business owners actually hear back from.
Fractional CFO, accounting, and tax services for businesses doing $350K to $10M, delivered by people who pick up the phone, know your file, and tell you the truth.
Four ways we keep your business financially sharp
Our financial assessment reviews your accounting software, your CRA account and your cashflow to find the gaps, the risks and the quick wins. You walk away with a clear, prioritized picture of what your business needs, and what it doesn’t.
Cashflow forecasting, tax optimization, and business strategy – the senior financial guidance growing companies need, without a full-time hire. For most clients past $2M in revenue, this is where the biggest shifts happen: decisions stop being reactive and start being planned.
Bookkeeping, financial visibility, and year-end services that keep your books clean and your decisions informed. Accurate, current books are the foundation everything else is built on and the first thing we fix when they’re not.
From resolving back taxes to proactive year-round planning, we keep you compliant and ahead of what you owe. Tax shouldn’t be a once-a-year scramble. It should be a strategy that runs quietly underneath every financial decision you make.
Built for business owners who've outgrown "good enough" bookkeeping.
Our sweet spot is Alberta businesses doing $350,000 to $10 million a year, in any industry. Under $2M, that usually means better bookkeeping and a solid financial foundation. Past $2M, it’s full CFO-level support. Either way, the goal is the same: numbers you trust and no surprises at year-end.
An Alberta business owner who wants a financial partner as invested in the outcome as you are. You want cashflow you can plan around, tax strategy built into every decision, and a straight answer to “Am I actually making money, and where is it going?” Behind on taxes? We’ll clean that up too.
What working with McRally actually looks like
“Hands-on” gets said a lot in accounting. Here’s what it means to us: you deal directly with the people doing the work. When you call with a question about a purchase, a hire, or a tax notice, you’re not routed through an account manager to a junior who’s never seen your file. You get an answer from someone who knows your business – usually the same day.
We’re aligned with Xero and fully support QuickBooks Online, so we work inside the system you already run rather than forcing a migration on day one. If your books live in QBO and they’re working, they stay in QBO. If your setup is holding you back, we’ll tell you why and what the switch would actually involve – cost, timeline, and disruption included.
And because we run a business ourselves, we don’t hand you reports and walk away. Every number we deliver comes with the “so what”: what it means, what it changes, and what we’d do next in your position. That’s the difference between accounting as a compliance cost and accounting as a decision-making tool.
A straightforward path from first call to ongoing partner
No 40-page proposals, no six-week onboarding. Four steps, each with a clear output, so you know exactly where things stand from the first conversation.
We learn your business, your numbers, and where things feel unclear. You’ll leave the call knowing whether we’re a fit, and if we’re not, we’ll say so and point you somewhere better.
We review where your business stands by looking at your accounting software, such as QBO or Xero, and your CRA account. From there, we identify what needs attention and build a plan around your priorities.
You get a clear scope: bookkeeping, tax, CFO support, or all three with priorities in order. First we stabilize, then we optimize. No paying for strategy while the foundation is cracked.
Hands-on, consistent support as your business grows. Regular check-ins, reporting you understand, and a partner who’s watching your numbers between meetings – not just during them.
The right support depends on where you are, not where an agency wants you to be.
A lot of firms sell every client the same package. We think that wastes your money in both directions: a $600K business paying for CFO dashboards it doesn’t need yet, or a $5M business limping along on bookkeeping-only support while cashflow decisions get made on gut feel.
So we’re explicit about the threshold. Under roughly $2M in revenue, the work is mostly better bookkeeping and basic strategy. Over $2M, it shifts toward genuine CFO support – forecasting, optimization, and planning. You start where you actually are, and the engagement grows when the business does.
OUR PLATFORM PARTNERS
Let's talk about where your business stands.
Book a no-pressure discovery call. We'll tell you honestly whether we're the right fit.
Answers before you even ask
Do you offer a free discovery call?
Yes, and it’s genuinely no-pressure. We’ll spend 20–30 minutes learning about your business, your numbers, and where things feel unclear. You’ll leave knowing whether we’re the right fit. If we’re not, we’ll tell you honestly and point you somewhere better.
What types of businesses do you work with?
We work with business owners across Alberta, typically in the $350K to $10M revenue range, across most industries. We do our best work with owners who want real financial visibility and are ready to use it to make better decisions. We don’t work with dental or medical practices.
What's the difference between your Accounting and Fractional CFO services?
Accounting keeps your books clean, current, and compliant: bookkeeping, year-end, financial statements. Fractional CFO goes further: cashflow forecasting, tax optimization, and business strategy. Most clients under $2M start with accounting; over $2M is where CFO support starts making the biggest difference.
Can you help if I'm behind on taxes or have a CRA issue?
Yes. Resolving back taxes and navigating CRA situations is part of what we do. We’ll assess where things stand, work out a plan, and handle the communication so you’re not dealing with it alone. The sooner you bring us in, the more options you have.
What software do you use, or do I have to switch?
We’re aligned with Xero and fully support QuickBooks Online. If your books are already in QBO and working, they stay there. If your current setup is holding you back, we’ll tell you why and what a switch would actually involve – no pressure either way.