Practical financial leadership to improve clarity, systems, and decision-making across your organization.
Current fractional Controller at a leading S2S NPO
SERVICES
Regulatory and Tax
About Us
Accounting and Reporting
Financial Reporting & Oversight
• Monthly and quarterly reporting
• Board-ready financial packages
• Variance analysis and insightsBudgeting & Cash Flow Planning
• Annual budgets and forecasting
• Cash flow planning and scenario analysis
• Fund and program-level trackingSystems & Process Improvement
• Accounting system setup and optimization
• Workflow design (AP, AR, payroll, expenses)
• Integration of finance tools and reportingController-Level Support
• Ongoing financial oversight
• Internal controls and approvals
• Support for leadership and board decision-makingAudit & Compliance Support
• Audit preparation and coordination
• Year-end file readiness
• CRA and regulatory reporting supportBusiness Advisory
• Financial strategy and planning
• Organizational structure and setup
• Decision support for growth and change
Regulatory and Tax
We prepare and file many tax and regulatory filings, some common filings include:• CRA and other filings (T2, annual returns, T4, T5, HST, PST, GST, PSB, WCB, EHT, T1, T3010 etc.)Please contact us for a quote tailored to your structure’s specific needs.
About Spearhead Advisory
Jason Fleming, CPA, CA is the Founder of Spearhead Advisory, providing fractional controller and financial advisory services to organizations requiring reliable financial oversight and reporting in the sea to sky corridor.Based out of Whistler, he brings over twenty years of experience across accounting, audit, and financial management, including work with publicly listed businesses, not for profit organizations and operating corporations.Jason currently serves as fractional Controller at Whistler Community Services Society, where he led a full overhaul of financial systems and processes. This included implementing new accounting, payroll, AP/AR, and POS systems, improving reporting, strengthening audit readiness, and significantly reducing overall finance workload.Earlier in his career, Jason worked with Wise in Europe as the bridge between finance and product, as well as Intertrust Group in the Cayman Islands, managing a portfolio of fund and corporate clients with responsibilities including financial statement preparation, regulatory filings, NAV reporting, and board-level reporting.He began his career in the audit practices of Deloitte and Grant Thornton in Vancouver and earned his Chartered Accountant designation in 2013. He is a member of the Chartered Professional Accountants of British Columbia.