Learn How We Work With Our Clients
A lot of our work is giving ideas and sharing experiences with other professionals to address specific challenges. However, when that's not enough, our clients engage us directly to pitch in. There is no cost to you to reaching out and asking us for our opinion. If we can help that's great and many times and if we can't, many times we will point you in the right direction.
Blair is a many-time corporate director, CFO, author, speaker, educator, innovator, and thought leader. His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses to experiment with theories and practices developed both in the academic and real world. He then shares these experiences and stories with others of what works, what doesn’t, and what was learned. He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.
Jen is a dynamic financial professional with over 20 years of leadership experience in public practice, academia and industry. Jen is the co-host of CPA Canada’s podcast series “CPA Success Podcast.” Jen brings to the classroom a broad skill set and experience in all key facets of an organization including operations management, strategic planning, business development, finance, accounting, investor relations, human resources, and project management. Jen has a passion for making finance more attainable, whether it’s working to articulate strategy in a financial context, bringing clarity to financial communication or teaching accounting to university students. Jen’s career epitomizes the diverse experiences and roles that CPAs play in industry – from financial to operational leadership.
We design, develop, deliver, and consult with individuals and organizational clients to transform finance.
"Behind Boardroom Doors" was a very informative course, detailing the activities of the board, and how the interaction of the directors occurs, both with and without management."
KEITH JOHNSON, Director at Waterjet Holdings
"I'm becoming a big fan of Blair Cook! Interesting, specific, relevant information for CFOs or other financial leaders in business presented in an engaging manner. Well done!"
MONTE SMITH, Controller at Gerding Companies Inc.
"I have listening to many instructors in my CPA CPE quest this go round. There were several very good courses and presentations available, but Mr. Cook is the most captivating liveliest and most knowledgeable in all I have heard"
DENNIS R. CALLAHAN, CFO at CFO Services
"While - as Blair even says - "First 100 Days as CFO" course may be considered fairly high level, it's a great overview and very clearly and succinctly delivered. As a CFO myself, I found it a wonderful refresher/reminder on key things I need to be considering as I step into a new organization. Thanks Blair!"
ED SCHAFFER, CFO at Rimini Street Inc.
"I am a finance professional who has worked in this field for many years and I think Blair is one of the best presenters I have ever had the pleasure of listening to - Great Job"
“Jen and Blair were invaluable resources as we worked through the challenges facing our business. Their ability to blend high-level strategic theory with real-world, personal experiences is unparalleled; think Drucker meets Welch. Executive Finance truly transformed our business dramatically and we can't thank them enough!”
JOSH BEAVER, CFO Scotsburn Cooperative Dairies