Vertical CPA

www.verticalcpa.ca

We help Small Businesses solve all their bookkeeping, accounting, and tax problems.

Founder & CEO

Apple

Finance lead and advisor to the Canada Carrier sales channel

Structure demand generation programs, assess strategic initiatives, and business case development

Carrier Finance Route-to-Market Lead

BMO Capital Markets

Sector: Media & Telecom

Coverage: Rogers Communications (RCI-B.TO), BCE (BCE.TO), TELUS (T.TO), Shaw Communications (SJR-B.TO), Quebecor (QBR-B.TO), Cogeco (CCA.TO), Cineplex (CGX.TO), and others

Equity Research Associate

Macquarie Group

Sector: Oil & Gas 

Coverage: ARC Resources (ARX.TO), Crescent Point Energy (CPG.TO), Baytex Energy (BTE.TO), Peyto Exploration (PET.TO), Tourmaline Oil (TOU.TO), and others

Deloitte Canada

Financial Advisory - Valuations and Corporate Finance / M&A

Senior Associate

KPMG

Financial Institutions & Enterprise Audit

In 2021, during the height of the COVID 19 pandemic, I decided to leave a well-paying corporate job to start an accounting firm…

Why did I do something so crazy?

Before leaving my job, I learned that my dad who was working with his accountant of 5 years never filed his corporate tax returns. 

After doing some digging, we found out that although my dad paid his accountant every year, it was his accountant in fact who never submitted his tax returns. It wasn’t my dad’s fault – it was the accountant’s fault! 

Determined to fix this wrong, I helped my dad get his past-due tax returns filed. 

Soon after that, I learned that many of my friends who were business owners had a similar experience. Most accountants are smart but don’t take the time to (1) explain, (2) provide proactive advice, and (3) respond to their customers on time (in my dad’s case, nothing was done…)

We at Vertical CPA are determined to change this.

Most well-run corporations don’t accept mediocre service and it’s about time that small businesses are treated the same way

If you feel like you’re not getting the service you deserve from your accountant or bookkeeper, reach out to our team 

Get in touch today: info@verticalcpa.ca

Ali Ladha

Bison CFO

𝗕𝗶𝘀𝗼𝗻𝗖𝗙𝗢 helps B2B service businesses turn financial chaos into structure, clarity, and profitable growth.

We partner with businesses generating $2M–$30M+ in revenue that have outgrown their bookkeeper, are scaling rapidly, and require financial leadership to match their growth. Our work combines strategic finance, systems thinking, and real-world execution, enabling business owners to stop being the bottleneck and start leading with confidence.

𝗖𝗼𝗿𝗲 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀:
➢CFO & Strategic Finance Leadership (FinanceOS)
➢Financial modeling, cash flow forecasting, and decision support
➢Accounting system upgrades and oversight (AccountingOS)
➢Sales and operations finance alignment (SalesOS & OpsOS)
➢Team training, coaching, and internal capability building

𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗦𝗲𝗿𝘃𝗲𝗱:
While we focus on B2B services, our experience includes, but is not limited to:
➣Physical Security
➣Commercial Cleaning
➣Manufactoring
➣Professional services (agencies, consultants, executive coaches)
➣Home services
➣Construction and specialty trades
➣B2B eCommerce and wholesale
➣SaaS

𝗖𝗹𝗶𝗲𝗻𝘁 𝗪𝗶𝗻𝘀:
➣Tripled profit for a contracting business by restructuring costs and improving margins
➣Took a debt-heavy eCom brand from cash-negative to profitable in 90 days through strategic cleanup and refi
➣Cut a 60-day close cycle to 20 days for a landscape supply firm using dashboarding and streamlined processes
➣Supported a SaaS founder through M&A prep and financial modeling that led to a significantly higher exit
➣Helped a B2B eCom brand reduce inventory lag from 200 days to 45, freeing up cash
➣Built a custom AR tracking system for a heavy equipment firm, regaining control of overdue payments

𝗡𝗼𝘁 𝘀𝘂𝗿𝗲 𝘄𝗵𝗲𝗿𝗲 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁?

Book a call and we'll do a Financial Assessment on your business! It’s a FREE, fast, founder-friendly way to see what’s working, what’s not, and what to do next.

A limited number of seats are available each month, so DM me today.

Owner & B2B CFO

Frameworks & Finance

We help small and medium business owners master their numbers.

Newsletter Writer

Cowan Group Engineering, LLC

Cowan Group Engineering is a civil engineering firm providing transportation, water resources, survey, and construction management services to cities in the state of Oklahoma.

Chief Financial Officer

TriCorps

TriCorps is a comprehensive security company that can meet your physical, electronic, and cyber security needs.

CFO writing about business finances

Most founders outgrow their finance back office long before they realize it.

It’s a quiet drag on growth, and if you don’t fix it, it only gets noisier as you scale.

𝗦𝗼𝘂𝗻𝗱𝘀 𝗙𝗮𝗺𝗶𝗹𝗶𝗮𝗿?
➛The bookkeeper is doing their best, but numbers still feel off
➛Reports show up late (and still don’t answer the right questions)
➛Cash flow’s tight, even though revenue’s up
➛And you’re still the one chasing clarity, making gut calls, and approving every spend

👋𝗛𝗲𝘆 𝘁𝗵𝗲𝗿𝗲! I’m Kurtis, a problem solver, systems thinker, and someone who thrives in the messy middle of business.

For over 15 years, I’ve worked in financial leadership roles across industries. I don’t just sit back and observe; I get in the weeds, untangle complexity, and help turn founders’ stress into structure.

What drives me is clarity. I like making sense of things, turning chaos into strategy, and building systems that actually work, not just look good in a report.

Outside of work, I’m wired for growth. I’ve hiked Half Dome, read more business books than I care to admit, and try to beat my wife’s reading total every year (with limited success). I’m a competitor by nature, whether it’s finance, fitness, or my sports teams (Ok State & OKC Thunder).

These days, I help service-based founders like you build the financial infrastructure they’ve been missing.

𝗥𝗲𝗰𝗲𝗻𝘁 𝗪𝗶𝗻𝘀:
➛Helped a security business increase profits by 50% and secure a LOC to transform their cash position
➛Tripled profit for a contracting firm by reworking cost drivers and systems
➛Took a founder from cash-negative to cash-positive in 90 days via smart financial restructuring
➛Cut a 60-day close cycle down to 15 days with dashboards and process cleanup
➛Supported a SaaS founder through an acquisition with models that made the deal possible

If you’re scaling and feel like the back end is starting to break, I can help you get ahead of it. You don’t have to do this part alone. 

The 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗲𝗲𝗽 𝗗𝗶𝘃𝗲 is what you need.

𝗬𝗼𝘂 𝗳𝗶𝗻𝗱 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗼𝗻:
➛What’s broken or missing in your current setup
➛Where the biggest risks and gaps are
➛What needs to happen to fix it and scale cleanly

I’m giving away 3 seats to qualified business owners & founders every month.

Connect with me today and let me help you achieve financial clarity and cash control, with zero bottlenecks!

taplio

The Battle

Ali Ladha

Kurtis Hanni

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