Let's have a straight conversation about your business.

A bookkeeper records what happened. An accountant files your returns. Neither one is helping you understand your numbers, plan ahead, or make better decisions. Aperio fills that gap — and works alongside your existing team, not instead of them.

Primarily Alberta businesses under $5M in annual revenue — where the owner is still closely involved in financial decisions and a financial partner makes the biggest difference. If you're outside that range, reach out anyway. We'll be honest about fit.

It depends on scope. We offer fixed-fee project engagements (The Foundation) and monthly retainers (The Partnership). The first call is free, and we'll be upfront about cost before anything is agreed. No surprise invoices.

That's what the first call is for. Most people come to us knowing something feels off financially, but can't put a name to it. We ask the right questions and help you figure out where the biggest opportunity is.

We keep our client roster intentionally small. In most cases we can begin within one to two weeks. If there's genuine urgency — a cash crunch, a bank meeting, a time-sensitive decision — let us know and we'll do what we can.

Primarily Alberta — and most of our work is done virtually so geography isn't a barrier. If you're outside Alberta, get in touch and we'll be honest about whether we can serve you well.