Your bookkeeper records the numbers. Your accountant files the returns - but no one is helping you understand what they mean or how to use them to plan ahead.
Aperio Advisory provides financial leadership for businesses outgrowing bookkeeping and tax support — giving you the clarity, insight, and control you need as complexity increases.
We work with growing businesses scaling up to $20M to bring structure, clarity, and forward-looking financial insight into day-to-day decision-making. The goal is simple: help leadership understand what’s happening, why it’s happening, and what to do next.
Fix cash flow blind spots. Stop worrying about next month’s payroll or wondering where revenue went. We isolate where capital is trapped in your day-to-day operations, clearing out immediate bottlenecks so you can finally breathe easier.
Eliminate the guesswork. Moving fast shouldn’t mean flying blind. We replace loose habits and late-night bank balance checking with trusted 13-week forecasting, giving you total visibility to make decisions on real data.
Grow with confidence. Scaling a business creates intense operational pressure. We build the professional financial systems required to back your next major milestones—whether that’s hiring leadership, expansion, or planning an exit.
"Your business isn't the issue — you just don't have the clarity you need to make decisions on purpose."
You're running a real business — but the financial side hasn't kept up.
Understand what's actually happening in your business.
Fix the most immediate constraint in the business.
Turn visibility into forward-looking action.
Most business owners are excellent at what they do. The gap isn't capability — it's clarity in the numbers that drive decisions.
Craig Rowan (CPA, CMA) spent 20 years in corporate finance, treasury, and banking. He founded Aperio. to bridge the gap between bookkeeping and tax accounting for businesses between $1M and $20M in revenue. You'll find us at aperioadvisory.ca — we go by Aperio.
We work with businesses where growth is real and financial decisions are becoming harder to manage day-to-day.
Two decades of corporate finance experience, translated into decisions you can actually use.
You work directly with Craig on every engagement. No handoffs, no layers — just consistent support.
A 30-minute conversation. No pressure. Just clarity on where your biggest opportunities are.