Northline is a boutique advisory firm for owner-led businesses across the Greater Toronto Area. We hold the financial detail so you can hold the direction — with the same principals in the room from first meeting to fiscal year-end.
One relationship, one set of principals, and a scope that grows with the business. Every engagement is priced before it begins — no open meters, no surprises at year-end.
Multi-year forecasting, cash-flow modelling, and the plan that turns a good year into a repeatable one.
Corporate and personal structuring that keeps more of the margin, filed clean and ahead of every deadline.
Valuation, transition planning, and the quiet work of handing a business on with the numbers already settled.
A senior eye over your ledgers each month — reconciled, reviewed, and ready for any decision on short notice.
A standing seat at the table — the call you make before the decision, not the clean-up after it.
Board-ready statements and management reporting that read as plainly to a founder as to a lender.
We work the same three phases whether the mandate is a single filing or a standing retainer. The order is the method — it is why nothing arrives late and nothing arrives loud.
We read the full ledger before we say a word — statements, structure, obligations. You get an honest map of where the business actually stands.
Priorities, timelines, and a fixed scope agreed in writing. Every recommendation carries a number and a reason you can hold up to scrutiny.
We execute and stay close — reconciled monthly, reviewed quarterly, and reachable the moment a real decision lands on your desk.
No account-manager handoff, no rotating junior. The people you meet first are the people who sign off on the work.
Twenty years across audit and owner-managed advisory, and the last word on every engagement that leaves the firm.
Leads the planning practice — succession, tax structuring, and the long-horizon work founders rarely have time to sit with.