Get In Touch

Your numbers
have a story.
Let's uncover it.

No pitch. No jargon. Just 30 minutes to talk through where you are — and whether Aperio can help. Most people leave the first call with clarity they didn't have going in.

Send Us a Message

We respond within one business day — usually the same day.

We keep your information private. Always.

Got it — thanks for reaching out.

I personally review every inquiry and will be in touch within one business day. If you'd rather talk right away, book a time on Calendly.

Book a Call Now
Fastest Route

Book a Clarity Call

Pick a time for a straight conversation about your business. You'll leave with a clearer path forward — whether we work together or not.

Schedule on Calendly
Direct Contact

Reach Craig Directly

Prefer to call or connect before booking? Easy.

📍
Calgary, Alberta, Canada
Who We Work With

Is Aperio the right fit?

Alberta business owners — typically between $1M and $20M in revenue — who want a real financial partner to navigate the complexities of scaling.

What Happens Next

Simple. Straightforward. No surprises.

01

Direct Connection.

Message, call, or grab a slot on Calendly. You'll hear back from me personally within one business day — usually much sooner.

02

The Discovery Call.

No pitch deck — just straight talk about your goals and the gaps in your current oversight.

03

A Path Forward.

If I can bridge the gap for you, I'll tell you exactly how. If not, I'll point you toward the right resource. You leave the call with a clear path forward.

Common Questions

Things people wonder before reaching out.

I already have a bookkeeper and an accountant. Why do I need this?

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An accountant handles compliance and tax. Neither typically provides the forward-looking strategy needed to scale a business. Aperio fills that gap — and works alongside your existing team, not instead of them.

What size of business do you work with?

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We primarily partner with Alberta businesses between $1M and $20M in annual revenue. This is the stage where a founder has outgrown basic bookkeeping and requires high-level financial oversight to reach the next level.

What does it cost?

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It depends on scope. We offer fixed-fee project engagements (The Foundation) and monthly retainers (The Partnership). The first call is free, and we'll be upfront about cost before anything is agreed. No surprise invoices.

What if I'm not sure what I need?

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That's what the first call is for. Most people come to us knowing something feels off financially, but can't put a name to it. We ask the right questions and help you figure out where the biggest opportunity is.

How quickly can you start?

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We keep our client roster intentionally small. We generally onboard new projects within one to two weeks to ensure each client receives dedicated oversight. If there's genuine urgency, let us know.

Do you work outside Calgary?

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Primarily Alberta — and most of our work is done virtually so geography isn't a barrier. If you're outside Alberta, get in touch and we'll be honest about whether we can serve you well.
Ready When You Are

Still thinking about it? That's okay.

When you're ready, the first call is free. You'll leave knowing more than you did going in.