Clean books. Connected systems. Confident decisions.
Macsum Consulting provides CPA-led controller services for owner-operated businesses. We bridge the gap between your bookkeeper and your accounting firm, build the systems that keep your numbers reliable, and give you financial reporting you can actually use to run your business.
→ CPA-led financial oversight→ Operational controller services → QuickBooks Online experts → App integration and automation → Year-end package preparation → Bookkeeper training and support → Month-end close leadership →KPI development and reporting
Who We Work With
We serve owner-operated businesses and growing companies across a range of industries.
Consultants & Coaches
Accounting & Professional Services Firms
Marketing, Creative & Digital Agencies
E‑Commerce & Online Sales Businesses
Indigenous Organizations
Trades & Specialty Contractors
Medical & Dental Practices
Owner-operated companies with $1M+ in revenue
Two partners. One shared commitment to your financial success.
Who We Are
Ann-Marie
Ann-Marie /
Clarity. Understanding. Insight.
Ann-Marie Cederholm, CPA, MA — Partner & Co-Founder
I'm a CPA with over 25 years of experience across public practice, industry, and executive leadership, including roles as controller, CFO, and advisor to TSX-listed companies. Teaching has always been a big part of who I am. I spent more than 15 years as an accounting professor at Capilano University and Okanagan College, where I focused on helping students not just learn accounting, but truly understand it. My approach has always been about making complex ideas clear, practical, and useful in the real world. That same philosophy now shapes how I work with my clients. I've brought what I developed in the classroom into my work with business owners. I help them understand their financial reports and key metrics, identify what matters most in their business, and see what is actually happening so they can make thoughtful, informed decisions. My clients see me as a partner and a steady source of support behind the scenes. Together, we put systems and reporting in place that run smoothly. We integrate technology, automation, and AI where it makes sense, while always relying on sound professional judgment. My background includes a CPA designation, a Bachelor of Education, a Bachelor of Commerce, and a Master's degree in Learning and Technology. I work with business owners who value clarity, consistency, and a deeper understanding of their numbers.
Robyn /
Financial Operations Mastery
Robyn Cederholm, PCP — Partner & Co-Founder
Robyn
Packages for Every Business Stage
Controller services
Quarterly Oversight
starting at
$900/quarter
A strong foundation for businesses that have a bookkeeper in place and need reliable, CPA-led financial oversight on a quarterly basis.
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Quarterly review of bookkeeping entries and reconciliations
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Adjusting journal entries as needed
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Quarterly management report package (P&L, Balance Sheet, KPIs)
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Chart of accounts review and optimization
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Year-end package preparation for your accounting firm
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Written summary of issues and next steps
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Email support within 2 business days
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Up to 6 hours of CPA time per quarter
Often includes:
Monthly Controller
MOST POPULAR
starting at
$1,200/month
Where most of our clients land and stay. For growing businesses that need monthly financial oversight, clean reporting, and a CPA partner who helps you truly understand your numbers.
Often includes:
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Monthly review of bookkeeping entries and reconciliations
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Adjusting journal entries as needed
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Monthly management report package (P&L, Balance Sheet, KPIs, dashboards)
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Cash flow monitoring
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Bookkeeper feedback, guidance, and training
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Year-end package preparation for your accounting firm
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Liaison with your external accounting firm
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Email support within 1 business day
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Up to 8 hours of CPA time per month
Fractional Controller
starting at
$3,900/mo
Senior CPA-led financial leadership for established businesses with complex financials, multiple entities, or an internal accounting team that needs expert oversight and direction.
Often includes:
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Everything in Monthly Controller
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Cash flow forecasting
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KPI development and management reporting
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Month-end close leadership
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Multi-entity financial oversight
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Coordination with external accountants and advisors
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Decision support for owners on financial matters
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Up to 8 hours of CPA time per week
What Clients Are Saying
“Macsum Consulting stepped in and turned a messy set of books into a clear financial picture. I finally know where our money is going, what’s profitable, and what to adjust. It feels like having a CPA partner who actually understands how our business works.”
Vancouver — Canada
Software Development Company
Why Service-Based Businesses Choose Macsum Consulting
Built around your whole accounting picture
Most businesses have a bookkeeper and an accountant but no one connecting the two. We sit in that gap, ensuring your books are closed properly, your processes actually work, and your accountant gets what they need at year-end.
Systems that actually talk to each other
We build and integrate your accounting systems from the ground up, connecting QBO to your payroll, sales, and operations tools so data flows correctly and nothing falls through the cracks.
A long-term partner in your corner
Clients stay because they feel supported. We get to know how your business actually works so our guidance is always tailored, never generic.
CPA-led insight, not just numbers
You are not just getting reviewed financials. You are getting guidance from a CPA who can translate your numbers into practical decisions you can act on.
The Macsum Clarity Method
A structured approach to financial clarity, built for growing businesses
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02
03
Diagnose
We start with a discovery call and a review of your current financial setup. We look at the state of your books, your existing apps and workflows, and where the gaps are. You get a clear recommendation and a scope of work, not a generic quote.
Build
Once you sign on, we spend two to four weeks building your financial foundation properly. We set up or clean up your chart of accounts, connect your systems, establish your monthly reporting package, develop your KPI dashboard, and align with your bookkeeper so everyone knows exactly what happens each month.
Guide
Your ongoing service begins. Every month you receive your financial statements, your KPI dashboard, and a plain-language summary of what the numbers mean. We show up consistently so you always know where your business stands and can lead it with confidence.