Proven Excellence in Financial Management

Over seven years of delivering award-winning budget compliance solutions across Canada, backed by industry recognition and measurable client success.

847

Organizations Served

12

Industry Awards

98%

Client Retention Rate

Industry Recognition & Certifications

Our expertise is validated through prestigious certifications and continuous recognition from leading financial institutions. Since 2019, we've maintained the highest standards in budget compliance consulting.

  • CPA

    Certified Public Accountant Designation

    CPA Canada • Maintained since 2018

  • CFM

    Certified Financial Manager

    Institute of Management Accountants • 2020

  • GRC

    Governance, Risk & Compliance Specialist

    OCEG Certification • Renewed 2024

  • SOX

    Sarbanes-Oxley Compliance Expert

    American Institute of CPAs • 2022

Excellence Award Winner 2024

Recognized by the Canadian Institute of Financial Planning for outstanding contributions to budget compliance methodology

Leadership Team Achievements

Our senior leadership brings over 40 years of combined experience in financial compliance, with recognition from major Canadian financial institutions and regulatory bodies.

Kieran McNaughton, Chief Financial Officer

Kieran McNaughton

Chief Financial Officer

Led budget compliance initiatives for three Fortune 500 companies. Published researcher on municipal financial management with over 45 peer-reviewed articles.

  • CPA, CMA Designation
  • PhD Financial Economics
  • 15 Years Banking Experience
Marlowe Fitzgerald, Director of Compliance

Marlowe Fitzgerald

Director of Compliance

Former senior auditor with the Office of the Auditor General of Canada. Developed compliance frameworks currently used by over 200 Canadian municipalities.

  • CIA, CFE Certified
  • Masters Public Administration
  • 12 Years Government Audit
.4B

Budget Compliance Managed

156

Municipal Clients

99.7%

Audit Success Rate

24

Compliance Frameworks