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

Financial Modeling

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

02

FP&A Advisory

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

03

Business Planning

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

04

Tax Planning & Strategy

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

05

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.

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.

Location

Vancouver, BC — Serving Canada & US

Availability

Currently accepting new clients

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