Birdie Financial Advisory
Financial Clarity for Edmonton Businesses. Fractional CFO and bookkeeping services for Alberta operators who have outgrown their current setup. We handle your bookkeeping, GST, and monthly reporting so you always know where your business stands, not just at tax time.
Sound Familiar?
You know your revenue. You check your bank balance. But you have no real idea what your margin is, which jobs are actually profitable, or whether your cash flow will hold up in 90 days.
Most small business owners in Edmonton find out how their year went when their accountant calls in April. By then, there is nothing you can do about it.
That is the problem we fix.
Why Us?
Built for Alberta operators, not generic small businesses.
Most bookkeeping services handle everyone and specialize in no one. We work specifically with trades businesses, oilfield services companies, and healthcare practices in the Edmonton area.
That means we understand job costing for a field services company, seasonal cash flow in a trades business, and what healthy margins look like in a dental practice. We are not learning your industry on your dime.
Our team brings high-level financial training and years of direct experience working with Alberta operators across oilfield services, trades, and healthcare.
Your tax CPA handles the return at year end. We handle everything in between.
Contact
No pitch, no pressure. We will tell you honestly whether we can help and what it would cost.
What you get every month
Clean Books: Your transactions categorized, bank accounts reconciled, and GST tracked every single month. No more year-end scramble.
Monthly Report: A one-page plain-language summary of your revenue, margin, cash position, and anything that changed. Written for a business owner, not an accountant.
Advisory Call: A 20-minute call every month to walk through your numbers together. Ask questions, understand what is driving your results, and make better decisions.
Pricing
Core: From $800/month. For sole proprietors and small incorporated businesses under $1M in revenue with straightforward financials. Includes monthly bookkeeping, bank reconciliation, GST filing, monthly report.
Growth: From $1,500/month. For incorporated businesses with $1M to $5M in revenue, multiple bank accounts, and payroll. Includes everything in Core plus payroll coordination, job cost tracking, and monthly advisory call.
Advisory: From $2,500/month. For operators with $5M or more in revenue, multiple entities, or complex reporting needs. Includes everything in Growth plus multi-entity reporting, strategic financial input, and priority response.
Not sure which tier fits? Book a free call and we will tell you exactly what you need.