Virtual CFO, Tax Strategy & SR&ED for Founders

What we do

Three Services. They Compound When You Use Them Together.

Virtual CFO

A finance function you'd otherwise spend $250K a year to hire. Monthly close, cash flow, board-ready reporting and a senior advisor who knows your business before you call.

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Tax Strategy & Compliance

Corporate and personal tax that's planned, not reacted to. Structure, remuneration, GST/HST and cross-border exposure handled before year-end, not in the week it's due.

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SR&ED Consulting

We specialise in claims of $100K and up, and 97% of the claims we've filed have been approved. Technical narratives written by people who understand your engineering, costing that survives a review.

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Who we work with

Partners We Build on. Founders We Build For.

The platforms and specialists our engagements run on, and a sample of the companies we run them for. We don't pretend to be the only firm you need, and nobody gets referred out to a stranger.

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Strategic partners

Companies we work with

Is this you?

Three Services, Three Different Starting Points. Find Yours.

Drag across the chart. Each service tells you what it would do at your size, including when the answer is nothing yet.

Tax Strategy & ComplianceFrom $200K up

$200K$12M+ revenue

Planning ahead of year-end, not reacting to it

SR&ED ConsultingFrom $200K of R&D spend

$200K$2M+ R&D spend

Claims above $100K. 97% approved.

Virtual CFOFrom about $1M

$1M$12M+ revenue

Monthly close, 13-week cash, board-ready pack

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Who we're not for: anyone under $200K in revenue, anyone looking for a filing service, and companies past $10M who need a full-time finance lead in the building.
We're an advisory partner, that costs more than a filing service and is worth more. If that's not what you're looking for, we'll say so on the first call.

Case studies

What It Looks Like When It Works.

Anonymised at client request. Details available under NDA on a call.

SR&ED

A Six-Figure Claim the Previous Firm Called Ineligible

A software client had been told their platform work didn't qualify. We rewrote the technical narrative around the actual uncertainty their team was resolving and filed. Approved without review.

Acquisition

A $15M Transaction, Structured Before the LOI

We modelled the tax outcome of three deal structures and the vendor take-home under each, then worked with counsel through diligence. The founder chose the structure, not the buyer.

Virtual CFO

Modelling for an AI Real-Estate Brokerage

Unit economics per transaction, a hiring plan tied to runway, and a board pack that survived investor questioning. They now know what a bad month costs them.

Clients

400+ Founders, and a Few of Them Said Something Nice.

“Finding an advisor who truly takes the time to explain your options is rare. Ash at Orientum made review and tax season stress-free, and their entire team helped us optimize our bookkeeping and keep them updated in real-time. They are very professional, honest, and an absolute pleasure to work with.”

Sumit Bhargava, Owner

“The process was effortlessly streamlined from consultation to submission, thanks to their user-friendly online platform. Their meticulous attention to detail ensured accuracy and optimized returns, with prompt and transparent communication throughout. Orientum has become my go-to for tax services. Highly recommended for a stress-free experience.”

Chaitanya, Founder

“Orientum handled our due diligence on the CANCS acquisition quickly, thoroughly, and at a great price. They made a complex deal feel manageable. We were so impressed that we retained them as our Virtual CFO for our other companies. A partner we trust with the numbers that matter.”

Raman, CEO

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