Unlock Your Business's Financial Potential with Our Tailored Services

Serving all types of businesses

We understand that every business is unique, regardless of its age, size, or industry. Whether you’re a budding startup, an established SME, or a large corporation, our comprehensive suite of financial and accounting services is designed to support you at every stage of your journey.

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Serving all types of businesses

Bookkeeping & Payroll:

Let us handle the day-to-day financial tasks so you can focus on growing your business.

Accounts Receivable:

Streamline your invoicing process and improve cash flow with our efficient accounts receivable services.

Accounts Payable Management:

Ensure timely and accurate payment of your bills and expenses with our streamlined accounts payable services.

Financial Reporting & Analysis:

Gain insights into your financial health with our detailed reports and expert analysis.

Budgeting & Forecasting:

Plan for the future with confidence through our accurate budgeting and forecasting services.

Cash Flow Management:

Optimize your cash flow to maintain liquidity and support your operations.

Strategic Financial Planning:

Align your financial strategy with your long-term business goals to drive growth and profitability.

Financial Modeling:

Make informed decisions with our advanced financial modeling services, providing you with accurate projections and scenarios tailored to your business needs.

Mergers & Acquisitions:

Navigate complex transactions with our experienced M&A advisory services.

ABOUT STORYLINE

OUR STORY 1/3

About 

Storyline
We believe in the power of financial storytelling to weave a coherent narrative that engages and empowers. We go beyond numbers, understanding that every financial journey is a unique story waiting to be told. 


With empathy and expertise, we craft personalized narratives that illuminate the path forward, guiding our clients toward their financial aspirations with clarity, connection, and confidence.

Shadys story

OUR STORY 2/3

Shady’s Story

I’ve always believed that numbers tell a story. My journey started with a Bachelor of Commerce degree from the University of Ottawa and an MBA from Carleton University, but the real learning came when I rolled up my sleeves and built two businesses from the ground up. Founding, operating, and eventually selling both companies taught me more than any classroom ever could. I didn’t just handle the finances—I was deeply involved in every aspect, from operations and marketing to hiring, training, and building systems.Managing the accounting and finance for my businesses while juggling so many other roles gave me a unique perspective. I learned how all the pieces of a business fit together, and how finance isn’t just about numbers on a page—it’s the backbone that holds everything up. I’ve walked in the shoes of a business owner, so I know what keeps them up at night. I get their ambitions, the struggles they face, and the many hats they have to wear. It’s this lived experience that helps me connect with my clients on a deeper level.

After selling my last business, I shifted my focus to finance and accounting roles—both as the head of a finance department and as a fractional CFO. In those roles, I did it all—from basic accounting tasks like payroll, accounts receivable, and bookkeeping to high-level finance duties like budgeting, forecasting, and strategic planning at the board level. I’ve also led teams of accountants while managing multiple clients and businesses at once.What sets me apart? Many financial advisors come from working in corporate finance departments, but I’ve been on the other side. I’ve built businesses, felt the weight of the decisions, and learned firsthand how finance impacts every corner of an operation. I don’t just speak the language of numbers—I speak the language of business owners.At Storyline Financial, I bring all of this experience to the table to help businesses at every stage of their journey. Whether it’s managing the day-to-day or planning for the long term, I’m here to help you tell your financial story with clarity, connection, and confidence.

Vision and Values

Vision and Values 3/3

Vision and Values

Our Vision

At Storyline Financial, we envision a world where every business owner has access to clear, concise, and actionable financial insights. We believe that when financial data is simplified, it empowers entrepreneurs to make informed decisions that drive growth and success. As Aristotle wisely said, “Simplicity is the ultimate sophistication.” Our goal is to transform complex financial concepts into straightforward narratives that help our clients navigate their financial landscapes with confidence.

Our Values

    1. Clarity
      We prioritize clarity in our financial reporting, ensuring that every piece of information is presented in an understandable format. Our clients should never feel overwhelmed by their financial data; instead, they should feel empowered to act.

    2. Integrity
      Trust is the cornerstone of our business. We uphold the highest ethical standards in our practices, providing honest and transparent financial insights that our clients can rely on.

    3. Collaboration
      We see ourselves as partners in our clients’ journeys. By fostering a collaborative environment, we work closely with business owners to tailor financial strategies that align with their unique goals.

    4. Empowerment
      Our mission is to empower business owners with the financial knowledge they need to succeed. We strive to educate and equip our clients with the tools and insights necessary to take control of their financial futures.

    5. Innovation
      In a rapidly changing business landscape, we embrace innovation in our approaches and solutions. We continuously seek new ways to present financial data, utilizing technology to enhance our services and deliver better outcomes for our clients.

At Storyline Financial, we are dedicated to simplifying financial data, transforming it into a powerful tool for decision-making. Join us as we work together to unlock your business’s potential through actionable financial insights.