Handy Financial
Financial Coaching & Fractional CFO Services in Courtenay, BC
Serving Islanders across Courtenay, Comox, Cumberland, and the broader Comox Valley.
REAL WEALTH. REAL LIFE. NO SUITS REQUIRED.
Navigating unpredictable seasonal shifts, rising overhead, and tight cash flow in the Comox Valley can leave you constantly stressed about taking your next big step.
As a local CPA providing Financial Coaching Courtenay business owners count on, I bring hands-on CFO leadership to your numbers, giving you complete cash-flow clarity so you can stop worrying and build on your own terms.
ABOUT HANDY FINANCIAL
So, what's the catch?
You're looking at a former corporate controller offering a financial coaching and fractional CFO service barefoot in the woods. I get it.
The catch is this: I don't believe real wealth is built in a cubicle.
I spent years managing high-level books and corporate finances, but I realized the traditional boardroom grind wasn't for me.
I prefer rolling up my sleeves and doing the actual work. I traded the desk for ocean living to focus on what actually matters: helping real people and businesses take control of their money.
Whether we are analyzing rental property cash flows, navigating modern investments, or just getting your small business bookkeeping dialed in, I bring elite, corporate-level accounting expertise to the table—without the corporate jargon or the stuffy suits.
My goal is to help you build practical, hands-on wealth so you can live life entirely on your own terms. I just happen to do it from my backyard.
NON-CORPORATE CPA
CPA & CORPORATE MANAGEMENT BACKGROUND
I spent years climbing the traditional accounting ladder and working as a corporate controller, managing high-level financials from behind a desk. But the conventional corporate script wasn’t for me.
I traded the office for ocean living because I have a lifelong love affair with freedom, and I firmly believe that spending time outside is what actually heals and grounds us.
I prefer rolling up my sleeves to sitting in a boardroom. I don't just offer financial theory; I am in the trenches doing the work—managing my own cross-country portfolio of residential rental properties and driving operations for our family's interior design firm, Earth's Home Design.
My approach is built on the value of deep, hard work over fleeting, short-term mindsets. Building real wealth takes time, discipline, and a willingness to get your hands dirty.
Whether you need a Fractional CFO to scale your operations or an airtight bookkeeping system to protect your cash flow, I bring the expertise of a corporate controller directly to your business—no boardroom required.
Corporate Expertise. Practical Execution.
Strategic Planning
Clear, actionable roadmaps for real estate investors, Canadians & entrepreneurs.
I map out cash flow, efficiency and long-term growth so you know exactly where your money is going and how to make it work harder for you.
Cloud-Based Bookkeeping
No shoeboxes of receipts and no hourly billing.
I implement streamlined, digital bookkeeping on flat-fee monthly subscriptions to keep your operations profitable, your records spotless, and your business tax-ready.
Financial coaching and fractional CFO service
Financial Coaching
One-on-one guidance to help families and business owners decode their finances.
Learn to manage your portfolio, accurately assess ROI, and make confident, stress-free money decisions right for your life.
Fractional CFO
High-level financial leadership for scaling ventures.
Get the expertise of a corporate controller with an investor mindset. Gain advanced forecasting and efficiency structuring without a full-time executive burden.
Let's get to work.
Financial Coaching Courtenay & Comox Valley Business Owners Trust
Whether you want to hire fractional CFO expertise to scale your operations, an airtight bookkeeping system, or one-on-one wealth coaching, drop your details below.
I respect your time. Every inquiry gets a direct, personal response from me within one business day. No automated loops, no corporate hand-offs. Let's get to work.