Thomas Morales - B2B Systems For Scale

Helping B2B founders go from 6 to 7 figures using the Scale w/ Freedom formula

Founder

Air Quality Canada, Inc.

Co-Founder

Jaspr

Scaled operations and logistics to match the explosive launch and revenue demands.

Chief Operating Officer

Rapid Group Inc.

Offered restoration services & coordinated local contractors in cities affected by natural disasters.

Learn more about this here --> https://thomasmorales.com/happy-technology/the-rapid-method

Systems Guy | Helping B2B founders automate & delegate operations so they can scale with freedom. Scaled a multi-6-figure biz with only 3 Hrs/Month | Send me a DM

This is About section isn't about me... because I know you just want to know "how do I grow my online service business predictably..."

Look, if you want to scale to 7+ figures, only 3 things matter:

→ Leads (Are people finding you?)
→ Conversions (Are they buying from you?)
→ Delivery (Are you keeping them happy enough to stick around?)

Everything you do should move the needle in one of these three areas.

If it doesn’t? It’s probably busy work in disguise.

Growth happens when you laser-focus on solving the right problem - not playing whack-a-mole with a hundred “meh” ones.

I should know. I used to be that guy... Obsessed with automating everything, drowning in tech stacks, and creating complexity.

So I created a process that's now helping founders get unstuck from 6 figures, and scale to 7 (with freedom).

Systems to:

1. Get leads every day
2. Convert those leads every week
3. Deliver your perfect offer so smoothly it’s like butter on warm toast

To learn more about this process (or check out tons of case studies), click the featured link on my profile.

Or you can go here → thomasmorales.com/scale

Thomas Morales

CPP Investments | Investissements RPC

Managing Director, Assurance and Advisory

MCAN Mortgage Corporation

Finance leader and participant in the company's Executive Development Program. 

Accountable for budgeting and forecasting, tax, and capital planning/management. Other areas of responsibility include change management, finance policy governance, financial reporting controls, organizational insurance coverage, and banking administration.

Vice President, Finance

Head of  Internal Audit, reporting to Chair of the Audit Committee and administratively to CEO.

Responsible for strategic direction of internal audit activities for public TSX-listed real estate lender / OSFI-regulated financial institution.

Vice President and Chief Audit Officer

KPMG

Member of KPMG's Risk Consulting group in the Advisory Practice.

Engagement experience included: risk management, internal audit outsourcing / co-sourcing, SOX 404/NI 52-109, process reviews, governance reviews, loan staff for senior roles, process improvements, system implementation audits, operational due diligence.

Manager

Protiviti

Member of the Internal Audit and Financial Advisory Practice.

Senior Consultant

BMO Financial Group

Participated in monthly and quarterly reporting on financial performance. Prepared presentations for upper management regarding changes in market share reporting for large Canadian financial institutions.

Financial Analyst

Financial Services Commission of Ontario

Performed various tasks with the finance team and the Chief Accountant in order to help streamline the financial reporting framework.

Finance Analyst

As a Managing Director in Assurance & Advisory at CPP Investments, I lead the audits of public investment departments. I also oversee the strategic direction and implementation of the department's audit methodology, ensuring alignment with industry best practices and standards.

With over 10 years of experience in audit, risk, and finance, I have a proven track record of delivering value-added insights and recommendations to senior management and board committees. I have successfully led and executed complex audits across various industries and geographies, covering governance, compliance, internal controls, and financial reporting. I have also held leadership roles in finance and internal audit at MCAN Mortgage Corporation, a TSX-listed real estate lender and regulated financial institution.

I am passionate about enhancing the performance, accountability, and transparency of organizations that have a significant impact on society and the economy. I hold the Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designations, and have a strong academic background in accounting and finance from Queen's University and Sciences Po. I am also fluent in French and Serbian.

taplio

The Battle

Thomas Morales

Milica Pejic, CPA, CA

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