Clear Numbers. Confident Decisions. Lofty Profits.
The fractional finance team for B2B service businesses in Canada doing $300K - $3M in revenue.
Loft was built for businesses that sell time and knowledge.
Marketing agencies. Social media firms. HR and PR consultants. IT shops. Web designers. The owners who are done with financial overwhelm and ready to see more money in the bank.
Here’s how we get you there:
Get clear on where your business stands today.
Build the plan so you can make confident decisions.
Stay accountable until your financial goals become reality.
It’s time to set some Lofty goals.
No jargon. No judgment.
Just thoughtful, human-first financial guidance from someone who understands where you’re going and helps you build a business that lasts.
Your Finances Shouldn’t Feel Like a Constant Question Mark
To you, it might look like a spreadsheet.
To us, it’s a map: of your decisions, your ambition, and your growth.
And if your finances feel more like a question mark than a strategy, you’re not alone.
As a business owner, you know your numbers matter, but making sense of them isn’t always easy.
You might be wondering:
• “Am I actually making a profit?”
• “What should I be saving for taxes?”
• “Can I afford to hire?”
• “How do I plan ahead when I feel behind?”
We’re here to bring calm to the confusion by helping you understand what your numbers are really saying and how to use them to move forward.
The number in your bank account?
• That’s your next hire.
• Your first vacation in two years.
• Or the confidence and knowledge to finally raise your prices.
We simplify the complex, explain things in everyday language, and guide you through each financial decision so you can focus on what you do best.
You didn’t start your business to worry about cashflow or profit margins.
You started it to help people. To build freedom. To create something meaningful.
But if you’re flying blind on your numbers — guessing at margins, chasing invoices, hoping there is enough cashflow to pay the team this month — growth feels heavier than it should.
At Loft, we help you fix that.
With us in your corner, your numbers become a tool to fuel your growth – not a source of stress.
Monthly Accounting
Done for you bookkeeping & reporting
What already happened
Where did the money go?
Owners who need their books handled right and the weight off their plate
Monthly Advisory
A financial pro guiding your growth
What’s coming next
Accurate books, monthly profit reports, regular check-ins
How do I make more of it?
Confident and ahead of the curve
$1,000-$5,000 per month depending on service level and add-ons
Profit plan, goal tracking, cash flow forecast, scenario analysis
Owners who want to grow and scale a profitable business, not chaos
Caught up and in control
$2,500/month program with a 3 month minimum commitment
What we take off your plate. And what we help you build.
The work eating your time (monthly accounting):
Done-for-you bookkeeping, reporting, and the back-office work that has to happen — but shouldn’t be eating your evenings. Available in 3 service level tiers.
The work moving your business forward (monthly advisory):
Profit planning, goal setting and accountability, client by client profitability tracking, cash flow forecasting and scenario analysis, and the strategic financial work most owners never get to — because they’re stuck in the day-to-day.
“Because when you feel secure in your finances, you lead business with confidence.”
What do we mean by “advisory first” and “future-focused”?
Before Working With Loft
Bookkeeping is done sporadically and you have no real picture of financial health.
You have no clear goals or action plans for how to grow your profit (not just revenue).
You’re working your butt off but have no idea why you don’t have more money in the bank.
After Working With Loft
You have up-to-date financial information, and a solid clear view of your financial performance.
You have solid personal and business financial goals in place, and a clear scheduled action plan for how to make them happen.
You have a clear outline of your revenue and expenses 12 months into the future and can make smart business decisions because of it.
The bottom line?
We give you clarity, structure, and a path forward to accelerate your financial growth.
A financial partner that understands the big picture.
You need an accountable partner who understands your goals, your business model, your specific tax situation, and can bring you a clear financial strategy to help your business thrive.
You don’t need another “business coach” giving you fluffy financial advice and DIY budgeting templates.
If you are…
Looking for strategic monthly bookkeeping, better more accurate reporting, and the back-office work that needs to happen but not on your timeclock
You might be ready for…
Fractional Accounting Department
Monthly bookkeeping and regular financial check-ins
If you are…
Growing quickly (or want to) and looking for more strategic support to really move your business forward
You might be ready for…
Fractional Advisory Program
Monthly profit focused advisory and accountability
“I started Loft because I believe business owners deserve better financial guidance.”
After 13 years in a public accounting firm, I saw the same patterns: confused clients, surprise fees, and a business model focused on everything that happened in the past.
Loft was created to be different.
A place where your business is truly understood. Where we learn from the numbers of the past and use them to drive financial growth for the future.
Where you feel heard, guided, and supported, not just during tax season but all year round.
— Lindsey Raupers, Founder & Advisor
Because when you feel secure in your finances, you lead your business with confidence.
Let’s Build Your Financial Foundation Together
Whether you’re looking for clarity, strategy, or simply someone to guide you through the process, we’re here for you.
At Loft, you’ll never be just a file or a number. You’ll be a partner.
And together, we’ll make sure your business is set up for confident, sustainable growth.