Custom CPA

Custom Accounting & CFO Advisory is a Saskatchewan-based accounting and CFO consulting firm founded in 2008 with a mission to bring enterprise-level financial expertise to small and medium-sized businesses. Led by Founder and Senior Partner Tricia Brown, a recognized expert in Canadian corporate tax strategy, the firm combines technical excellence with strategic insight. The leadership team includes John Xue, CPA, MBA and Managing Partner, who brings 15 years of expertise in accounting, finance, and ERP implementation, and Danielle Margerison, CPA, CA and Partner, specializing in CFO advisory and management accounting with 20+ years of experience. The firm serves businesses ranging from startups to companies with over 900 million in revenue, with particular expertise in manufacturing, construction, mining, SaaS, retail, and professional services. Services include core accounting and tax services (bookkeeping, tax planning, payroll), CFO advisory services (fractional CFO, business planning, financial modeling, KPI development), and specialized services (ERP consulting, compilation engagements). The firm holds an A+ BBB rating and demonstrates measurable client impact with 28 percent average revenue growth for clients since 2021 and significant operational efficiencies. The firm emphasizes values of integrity, accountability, innovation, excellence, collaboration, and care in building long-term partnerships.