Finally understand the numbers in your business.
I’m Julien, a CPA and fractional CFO. I turn your QuickBooks into a clear dashboard: where you stand, how it’s going, and where you’re heading.
Book a free 30-min callFree · 30 minutes · no form: the calendar opens right away.
- CPAOrdre des CPA du Québec
- NetSuite ERPimplemented for 400 employees
- EN / FRbilingual service
- MontrealCanadian and Italian context
See what your dashboard could look like
Fictional exampleAn interactive example. Tap or hover over the chart. The data is fictional; yours will be built on your real QuickBooks numbers.
What this dashboard tells you
Does this sound familiar?
“I don’t know if I’m really making money.”
Revenue comes in, but the margin stays blurry.
“My numbers arrive too late.”
By the time you see them, the decision has already been made.
“I can’t see my cash coming.”
A good month and a tight month look alike until you forecast.
What I do for you
Fractional CFO
Your finance and accounting function orchestrated by one person: bookkeeper, accountant, bank, insurer. A few hours a month or more, depending on your need.
Management dashboard
An interactive dashboard, in English or French, fed by QuickBooks Online: where you stand, how it’s going, where you’re heading.
Forecasts and budget
A 13-week cash forecast to see the short term coming, plus an annual budget and 3-year projections for the long term.
Financing and negotiation
Traditional bank financing, and renegotiation of your loan terms and insurance policies.
Risk assessment and mitigation
Spot what could go wrong (liquidity, customers, coverage, dependencies), then reduce your exposure.
Operational efficiency
See where money and time leak out, then simplify processes, costs and tools.
I do not perform audits or assurance engagements. I work alongside your accountant, not in their place.
How it works
Four simple steps. The first takes 30 minutes and costs nothing.
Free 30-minute call
We talk about your business, your questions and what you want to see more clearly. No form to fill in first.
QuickBooks access
You give me restricted access to QuickBooks Online. I check the quality of your data and tell you plainly what I see.
Your dashboard
I build a clear dashboard suited to your industry: where you stand, how it’s going, where you’re heading.
Monthly review
Each month, we go over the numbers together and decide what to do. You don’t have to become an accountant.
Hands-on experience
NetSuite ERP implementation
Integrated management system project for a 400-employee company.
Interactive management dashboard
French-language dashboard built from QuickBooks Online.
Who I am
I’m Julien, a CPA (Ordre des CPA du Québec). I work as a fractional CFO through Les Consultations JNR inc., in Montreal.
I’ve worked on large projects and on small businesses alike. I talk numbers in plain words, in English or French, in a Canadian and Italian context.
Frequently asked questions
What is a fractional CFO?
A fractional CFO is a finance leader who works for your company a few hours a week or month instead of holding a full-time job. You get the expertise (budgets, cash forecasts, dashboards, financing, risk management) without the cost of a full-time hire.
How much does a fractional CFO engagement cost?
It depends on the scope: frequency, number of hours and complexity. After the free 30-minute call, I send a clear written proposal before any commitment.
What is a financial dashboard?
It’s a page that shows the essentials of your numbers: revenue, expenses, margin, cash and forecasts. Mine is interactive and fed by your QuickBooks Online books, so you can see where you stand and where you’re heading.
What do I need to get started?
Books kept in QuickBooks Online and an access you grant me. I ask for the most restricted access that lets me do the work, and you can withdraw it at any time.
Do you replace my accountant?
No. I do not perform audits or assurance engagements. I work with your accountant or bookkeeper so your numbers serve your decisions.
Can you negotiate with my bank or insurer?
Yes. I help prepare a strong financing file and renegotiate the terms of your loans and insurance policies. I can’t promise a result, but I know what a bank or insurer wants to see.
What is a 13-week cash flow forecast?
It’s a week-by-week projection of the money coming in and going out over the next three months. It shows you the tight weeks ahead of time, so you can act before it becomes a problem.
What languages do you work in?
English and French. The dashboard, meetings and documents can be in the language you prefer.
Where are you based?
In Montreal, Quebec. I also know the Italian context, which helps if your business has ties to Italy.
Let’s start with 30 minutes.
Pick a time in my calendar. It’s free, with no commitment.
Book a free 30-min call