Our Team
We’re here to help you stay focused, adapt fast, and make the most of every stage.
Meet the team behind finLaunch Advisory, a CPA Ontario firm dedicated to providing financial operations, bookkeeping, and fractional CFO support for small and growing companies. Our team is driven by a shared goal: to deliver practical, technology-powered financial insight that helps business owners make smarter decisions every day.
We built finLaunch Advisory to give founders more than just numbers. We give them the tools, clarity, and partnership they need to grow with confidence. As a hands-on finance team, we work closely with startups and scaling businesses to streamline their financial operations, strengthen cash flow, and support sustainable, smart growth.
Meet Sum-Ming Yu, CPA
Head of Advisory Services
Hi, I’m Sum-Ming Yu. I have a passion for helping fast-moving startups and scaling businesses make smart, strategic financial decisions. I lead the financial advisory practice at finLaunch Advisory, where we partner closely with founders to provide high-impact financial guidance that supports growth, clarity, and confidence.
With a background in financial reporting and planning, assurance, and cash flow management, I bring both technical expertise and real-world insight to the table. As a graduate of the PwC Women in Leadership program and previously held board advisor, I bring a strong commitment to inclusive, values-driven leadership to help you build on your business’ strategy and long-term sustainability.
Over the years, I’ve worked with companies at every stage, from early startups to established firms, across industries like telecom, insurance, real estate, healthcare, and retail. No matter the sector, my approach is always collaborative, practical, and grounded in partnership.
What I love most is helping founders build strong financial foundations, get investor-ready, and make confident decisions that fuel long-term success. At finLaunch Advisory, I’m here to support your growth and to champion your success every step of the way.
Meet Neil Davis, CPA
Head of Bookeeing and Operations
Hi, I’m Neil and I lead the bookkeeping and financial operations at finLaunch Advisory, where I focus on helping founders build reliable, scalable financial systems from the ground up. I work closely with clients to ensure their day-to-day finance functions run smoothly, so they can make confident decisions and stay focused on growth.
I bring over 16 years of experience in accounting and financial leadership to the work I do with startups and growing businesses. My background spans both the telecommunications industry and the tax advisory world, which has given me a well-rounded perspective on everything from regulatory compliance to financial planning and analysis.
I’m detail-oriented by nature and driven by a commitment to getting things right. But beyond the numbers, what I really enjoy is helping business owners turn financial data into clear, actionable strategies that support long-term growth.
My goal is to always be a steady, insightful partner you can count on, ensuring you and your books are ready when your next move matters most.
Our Technology Partners
At finLaunch Advisory, we believe that modern financial leadership demands more than spreadsheets and manual processes. It requires smart, scalable technology. That’s why we’ve partnered with QuickBooks Online, a leading cloud-based accounting platform for startups and growing businesses.
As Certified QuickBooks ProAdvisors, we bring deep product knowledge and best-in-class practices to every engagement. From chart of accounts design to automation rules and app integrations, we configure your system for performance and reliability. And as your business evolves, we adjust your financial infrastructure to keep pace.
QuickBooks Online gives our clients the power to:
- Access real-time financial data from anywhere, anytime
- Automate bookkeeping and streamline invoicing, payroll, and bank reconciliations
- Stay tax-ready year-round with organized and categorized transactions
- Integrate with 750+ apps, from e-commerce to payments to CRM tools
How We Use QuickBooks to Drive Results
Our team leverages QuickBooks Online to:
- Build custom financial dashboards that highlight key performance indicators
- Maintain clean, audit-ready books
- Provide timely reporting and forecasting that supports strategic planning
- Facilitate cash flow management and scenario modeling
Whether you’re just getting started or scaling fast, our tech-enabled workflows ensure that your financial operations are built for growth.
Frequently Asked Questions
Financial advisory is expert guidance that helps your business make smarter financial decisions. It includes support with budgeting, forecasting, cash flow management, fundraising prep, and overall financial strategy.
A Financial Advisor acts as your part-time finance partner, helping you stay organized, plan ahead, and grow with confidence, without the cost of a full-time hire.
If you’re a startup, small business, or growing company looking for expert financial support, we’re likely a great fit.
Here are a few signs that working with us could be exactly what you need:
- You’re planning to raise money or already in the middle of it
- You’re unsure how much runway you actually have
- You’re generating revenue, but don’t have full visibility into where it’s going
- Things are moving fast, and you want a solid plan to grow with control and clarity
At finLaunch Advisory, we specialize in helping ambitious founders and business owners gain the financial insight and systems they need to make confident decisions. From foundational bookkeeping to strategic advisory, we scale our support to meet you where you are and grow with you from there.
If any of this sounds like your situation, let’s connect. We’d love to learn more about your business and explore how we can help.
We’re your go-to for anything that needs a finance brain but also real-world business savvy. Here’s just peek:
- Bookkeeping & Financial Operations
- Cash Flow & Budget Management
- Reporting & Performance Tracking
- Financial Modeling & Strategic Planning
- Investor & Stakeholder Readiness
- Advisory & Growth Support
As a proudly Canada-based team, nothing excites us more than seeing Canadian businesses thrive. Whether you’re bootstrapping or gearing up for a raise, we’re in your corner. We know how fast things move and how overwhelming the financial side can get. Here’s how we help early-stage companies:
- Help you set up your business the right way by choosing the right structure, and organizing your finances from day one
- Build solid financial foundations from day one (think budgets, models, pricing plans)
- Track your runway and burn rate so you always know how much cash you have and how long it’ll last
- Create investor-ready financials and pitch decks
- Help you prep for accelerators, funding rounds, and due diligence
- Set up clean, scalable systems that grow with your business
We act as your financial thought partner, helping you make decisions that support growth without sacrificing sustainability.
Some clients work with us for just a few hours a week, others for several days each month. It all starts with a conversation about your goals, challenges, and what kind of support will move the needle for your business.
From there, we’ll recommend a setup that works for you, whether that’s short-term project support, ongoing monthly engagement, or something in between. Our approach is always tailored, collaborative, and designed to grow with you.
Accountants typically focus on taxes and compliance, while bookkeepers manage the day-to-day tracking of your financial transactions. At finLaunch Advisory, we cover both and go further.
We provide everything from dependable, detail-driven bookkeeping to high-level strategic finance advisory. That means we not only keep your numbers clean and accurate, but also help you understand what they mean and how to act on them.
Whether you’re wondering if you can afford to hire, preparing for a fundraise, managing cash flow, or trying to scale smart, we’re here to help you make confident, well-informed decisions backed by solid financial insight.
Usually within a week or two. If it’s urgent, let us know. We’ll do our best to fast-track things.
We do both! Whether you need help building a forecast, prepping for a big board meeting, or just need a financial “gut check,” we’re happy to jump in for a project or stick around longer if that’s what you need.
We work with tools like:
- QuickBooks, Xero, and NetSuite
- Excel, Access, PowerBI and Google Sheets
- Live dashboards, forecasting tools, and SaaS analytics platforms
And we’ll adapt to whatever systems you already use.
Easy! Book a free discovery call or shoot us an email at info@finlaunchadvisory.ca. We’ll chat about where you are, where you want to go, and how we can help you get there.
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