Leadership team

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Shelley brings C-suite financial leadership experience — including corporate finance and ERP system implementation — to every engagement. She oversees financial strategy, planning & analysis, and business process improvement for small and mid-size businesses across the GTA, helping clients build the systems and reporting that let them make confident decisions without adding full-time headcount.

Sarah brings over two decades of hands-on experience across ERP implementation, business intelligence, and end-to-end operations. She understands how operations, finance, and technology fit together — from ERP rollouts and reporting systems to the day-to-day operational and financial processes that keep client businesses running smoothly.

Jessi brings hands-on experience in business process mapping — identifying how work actually gets done, spotting gaps and bottlenecks, and redesigning workflows so teams run more efficiently. She builds clear, documented processes and repeatable systems that scale as a business grows, turning scattered day-to-day steps into something structured and easy to follow.