Our Story

Built from real project challenges, shaped by actual client needs, and refined through years of hands-on budget management experience.

Why We Started

Back in 2019, our founder was consulting on a renewable energy project that was hemorrhaging money. Not from bad planning or poor execution — but because nobody had the tools to track costs properly across multiple phases and vendors.

The project manager was using three different spreadsheets. The finance team had their own system. And the engineering consultants? They just submitted invoices whenever they felt like it. Nobody could answer a simple question: "Where do we stand financially?"

That project went 40% over budget before anyone realized what was happening. The client lost confidence. The team lost sleep. And we knew there had to be a better way.

So we built one. Not a fancy software platform — that wasn't the problem. The real issue was creating systematic approaches that actually work when real people use them under pressure.

Project team reviewing budget documents and financial planning materials

What Drives Us

These aren't corporate buzzwords. They're the principles we actually use when making decisions about your projects.

Reality-Based Planning

We build budgets based on what projects actually cost, not what they should cost in theory. Our estimates come from real data, not wishful thinking.

Transparent Communication

You'll know exactly where your money is going and when. No financial surprises, no buried costs, no "we'll figure it out later" line items.

Proactive Problem Solving

We catch budget issues before they become budget disasters. Early warnings, contingency planning, and realistic solutions — not just damage reports.

The People Behind the Process

We're a small team that's worked together on enough projects to know what actually matters when budgets are on the line.

Marcus Thornfield, Senior Financial Analyst

Marcus Thornfield

Senior Financial Analyst

Started in construction finance, moved to energy projects after seeing too many good initiatives fail due to poor cost control. Has a talent for explaining complex financial situations in plain English.

Elena Ravencroft, Project Budget Specialist

Elena Ravencroft

Project Budget Specialist

Former project manager who switched to the finance side after managing one too many projects where the money ran out before the work was done. Now she makes sure that doesn't happen to others.

Our Collective Experience

  • 15+ years managing energy project budgets from 0K to M
  • Direct experience with renewable installations, grid upgrades, and efficiency retrofits
  • Worked with engineering firms, contractors, and regulatory bodies across Canada
  • Specialized in multi-phase projects where scope changes are inevitable
  • Developed cost tracking systems that actually get used by busy project teams
Team collaboration session with budget analysis and project planning documents

How We Work

Every project is different, but successful budget management follows predictable patterns. Here's our systematic approach.

01

Honest Assessment

We start by understanding what you're actually trying to accomplish and what could realistically go wrong. No sugarcoating, no optimistic assumptions.

02

Systematic Tracking

We set up monitoring systems that capture costs as they happen, not weeks later. Real-time visibility into where money is going and why.

03

Regular Check-ins

Weekly budget reviews that focus on actionable information. What decisions need to be made? What risks are emerging? What course corrections make sense?

04

Adaptive Planning

When project scope changes — and it always does — we help you understand the financial implications before commitments are made, not after invoices arrive.

Ready to Get Started?

We'd be happy to discuss your upcoming project and share how our budget management approach could help keep things on track financially.

Let's Talk About Your Project