Private CPA Consultation
Let's find the right next step for your business
Meet directly with Bobby Molaie, CPA to discuss where bookkeeping, reporting, cash, tax, controls, or finance workload are creating uncertainty and whether Finexa is the right fit.
What to Expect
Prepared, practical, and confidential
This is not a sales presentation. It is a structured fit conversation designed to understand the business context, identify the most important finance issue, and determine whether a deeper review would be useful.
- 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 managed accounting, 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. It is a structured fit conversation with Bobby Molaie, CPA. The purpose is to understand the immediate finance issue, determine whether Finexa is the right fit, and identify a useful next step without creating an obligation to proceed.
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 →