Senior Finance Support for the Moments That Matter
Whether you are raising capital, navigating complexity, or building the financial structure your company needs to grow.
What We Offer
ZuGo Advisory works with founders, CEOs, and management teams who need experienced financial leadership, better visibility into their numbers, and the right financial structure to support growth.
Every engagement is different. The right scope and investment depends on your stage, complexity, and what you actually need — a pre-revenue startup and a TSX-listed company are not the same conversation.
If you do not see exactly what you need below, we also build custom engagements. What stays consistent is the quality of the work and who delivers it.
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Ongoing finance leadership embedded in your leadership team. Monthly financial review, cash flow management, board and investor reporting, KPI oversight, and strategic support for every major financial decision.
This is not a reporting service. It is a genuine finance partnership, available without the full-time salary, benefits, and overhead of a permanent hire.
Best for: Companies with $3M to $50M in revenue, or those actively raising capital, who need a senior finance voice at the table.
Investment: Retainers typically range from $3,500 to $8,000 per month depending on company size, complexity, and scope. A tailored proposal is provided once we understand your needs.
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For companies where growth has outpaced the financial infrastructure. Reporting that worked at $2M breaks down at $10M. Budgets built in spreadsheets stop scaling. Boards start asking for numbers that do not exist yet.
We rebuild your reporting, budgeting, and forecasting processes so leadership has the visibility and tools to make confident decisions going forward.
Best for: Companies preparing for a capital raise, entering new markets, or whose financial reporting has fallen behind their growth.
Investment: Project-based, typically ranging from $10,000 to $25,000 depending on scope and complexity. A detailed proposal is provided after our initial conversation.
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A focused, independent review of your financial position, processes, and reporting, completed in two to three weeks and delivered as a clear written report with prioritized recommendations. Think of it as a mini audit without the audit price tag.
Ideal before a fundraise, ahead of a new phase of growth, or when leadership wants an honest outside perspective on where things actually stand.
Best for: Companies entering a new phase, bringing on investors, or wanting a senior baseline view before making major decisions.
Investment: Fixed fee starting from $3,000. Scope and timeline confirmed before work begins.
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Getting your financial story ready before you walk into investor conversations. We build a clear, structured financial model and walk you through the numbers so you can present with confidence, even if finance is not your background.
Best for: Early-stage founders preparing for their first fundraise or investor meeting.
Investment: Starting from $2,500 depending on the complexity and stage of the business.
ZuGo Advisory does not bill like a traditional accounting firm. Engagements are structured around outcomes, not hours, so you always know what you are investing and what you will receive in return.
How We Work Together
01 Start with a Conversation
A free 30-minute call with no agenda other than understanding your business, your challenges, and what you actually need. No pitch. No pressure.
03 We Get to Work
Once you confirm, we start immediately. You work directly with me throughout, not with a junior associate who hands off to someone else at the end.
02 Clear Proposal
Within 48 hours of our call, you will receive a scoped proposal with a defined deliverable, timeline, and investment. No vague retainers. No surprises.
04 Ongoing Support
Most engagements evolve as we work together. Whether you need ongoing partnership or a defined project, the relationship continues as long as it creates value for your business.