Financial Advisory & Consulting

Clarity in
every
decision.

Expert financial modeling, strategic planning, and tax advisory — built for businesses that demand precision.

15+
Years of Advisory Experience
$2B+
In Transactions Modeled
100+
Engagements Completed

Comprehensive financial expertise, tailored to your goals.

From startup projections to enterprise-level FP&A, Arkez Consulting delivers institutional-grade financial work with the personal attention of a dedicated advisor.

01
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Financial Modeling

Custom-built models for fundraising, M&A, scenario analysis, and valuation — designed to hold up under investor scrutiny.

02
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FP&A Advisory

Fractional FP&A support including budgeting, forecasting, variance analysis, and management reporting for growing businesses.

03
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Business Planning

Investor-ready business plans with integrated financial projections, market sizing, and strategic narratives that drive decisions.

04
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Tax Planning & Strategy

Proactive tax structuring for sole proprietors, small businesses, and investors — minimizing liability while maintaining full compliance.

05
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Capital Raise Support

Financial data rooms, investor presentations, and cap table modeling to help founders and operators close their next round with confidence.

06
◈

Cash Flow & Working Capital

13-week cash flow models, liquidity analysis, and working capital optimization for businesses navigating growth or uncertainty.

A rigorous process. A personal relationship.

Every engagement begins with listening. We invest time understanding your business before we touch a spreadsheet — because the right model starts with the right questions.

Start the Conversation
01

Discovery

We learn your business, goals, stakeholders, and constraints before scoping any engagement.

02

Diagnostic

A clear-eyed assessment of your current financial infrastructure and what needs to be built or refined.

03

Delivery

Transparent, well-documented deliverables — models, plans, and analyses you can actually use and update.

04

Ongoing Advisory

Many clients retain us on a monthly basis for continued FP&A support as their business evolves.

Arkez Consulting

Boutique advisory.
Institutional standards.

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A team fully accountable to your success.

Arkez Consulting is a boutique advisory firm built on the belief that small and mid-sized businesses deserve the same quality of financial thinking as Fortune 500 companies — without the agency overhead.

With a background spanning investment banking, corporate finance, and tax advisory, we bring a rare combination of technical depth and real-world strategic perspective to every client.

Advanced financial modeling certification
Experience across SaaS, real estate, professional services & manufacturing
Clients from early-stage startups to $50M+ revenue businesses
Vancouver-based, serving clients across Canada and the US

Let's talk about
your business.

Most engagements begin with a no-obligation discovery call. Tell us what you're working on and we'll tell you how we can help.

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Location

Vancouver, BC — Serving Canada & US

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Availability

Currently accepting new clients

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