Private CPA Consultation ยท No Commitment
Let's find the right next step for your business
This is a private CPA consultation, not a sales call. We will discuss your situation, answer your questions, and outline the practical next step. From there, you can decide whether a partnership with Finexa feels right. No pressure, no commitment.
What to Expect
Prepared, practical, and confidential
This is a private CPA consultation, not a sales call. We will use the time to understand your business context, answer your questions, and outline whether a deeper review or ongoing partnership makes sense. You decide the next step.
- 01
Describe the current situation
Share how accounting, reporting, tax planning, cash management, and finance responsibilities work today.
- 02
Identify the decision gap
Clarify what leadership cannot currently see, trust, explain, or act on quickly enough.
- 03
Discuss the appropriate next step
Determine whether the need is monthly bookkeeping, cleanup, reporting improvement, controller support, tax planning, workflow automation, or another specialist.
The conversation is most useful when
- You own or lead an established Canadian business.
- You need reliable ongoing bookkeeping, cleaner month-end accounting, or more than once-a-year advice.
- You need better monthly reporting, cash visibility, tax planning, controls, or finance workflows.
- You are open to a recurring, high-touch relationship where appropriate.
Helpful context to have nearby
- Your approximate business size, industry, and number of entities.
- The accounting platform and who currently owns the finance work.
- The reporting, cash, tax, or workflow issue that is most urgent.
- Any deadline or decision that affects the timing.
Before You Book
Private consultation questions
A few practical details so you know what to expect before choosing a time.
No. This is a private CPA consultation, not a sales call. We will discuss your situation, answer your questions, and outline the practical next step. From there, you can decide whether a partnership with Finexa feels right. There is no pressure and no commitment.
Know your approximate business size, number of entities, current accounting platform, who manages the finance work, and the decision or deadline that feels most urgent. You do not need to send financial documents before the initial conversation.
The conversation is handled discreetly and professionally. Please do not send sensitive financial documents through ordinary email; Finexa will provide a secure method if documents are needed later.
If there is a good fit, Bobby will outline the recommended next step, expected scope, and information required. No professional engagement begins until the scope and terms are agreed in writing.
Your Advisor
You will speak with the CPA who leads the work
Bobby Molaie, CPA, MAcc brings 18 years of finance leadership, from Big 4 audit at EY to hands-on controllership, multi-entity finance, executive committee experience, internal audit, and AI-enabled finance systems.
The Finexa model is deliberately direct: a focused client roster, deeper context, stronger preparation, and continuity from the first conversation through the monthly advisory rhythm.
Read Bobby's background →