Finance · Data · Technology · Performance
The finance function behind better-run businesses.
Tuulyp brings accounting, controllership, CFO advisory, business intelligence, technology and people operations together into one connected finance function.
We turn financial complexity into clarity — connecting the numbers, systems and people that help growing companies understand where they are, decide where to go, and scale with confidence.
Serving growing companies across Canada and the US.
One firm, five capabilities
Everything your numbers depend on, in one place
Most businesses buy these separately and spend years stitching them together. We build them to work as one system.
Accounting
Clean books. Strong controls. Reliable reporting.
Accounting foundation →Finance
Forecasts, models, cash and decisions.
Finance and performance →Intelligence
BI, statistics, economics and performance analytics.
Data and intelligence →Technology
The systems and automation underneath it all.
Technology and automation →People
Payroll, HR and organizational infrastructure.
People operations →How we think about it
From transaction to decision
Every number in a board pack started as a transaction somewhere. Our job is to make every step between the two trustworthy.
Transaction
Sales, payments, payroll, bank feeds
Accounting
Recorded, reconciled, closed
Information
Statements and KPIs people trust
Analysis
Forecasts, drivers, statistics
Decision
Pricing, hiring, capital, cash
Performance
Measured against the plan, then improved
The Tuulyp Method
Five stages, in order
A methodology, not a menu of hourly services. Most clients start at stage one with a paid diagnostic.
Understand
Business, financials, systems, people and strategy. The paid diagnostic lives here.
Stabilize
Books reconciled, controls in place, cash visible, filings current.
Systemize
Technology, workflows, automation and reporting architecture.
Analyze
KPIs, BI, forecasting, economics and profitability.
Improve
Planning, performance management and strategic decisions, reviewed monthly.
Under the hood
Every platform, one reconciled ledger
E-commerce and multi-entity businesses leak accuracy between systems. We connect the sources, reconcile them to the bank, and turn the result into a pack the owners actually read.
- Sales channels and processors matched to payouts
- Intercompany and currency handled in the ledger
- One reporting pack by day 10
Culture, leadership and governance
The layer underneath all the others
Books reflect how decisions get made. We look at who holds power, how it is checked, and whether the right skills are in the rooms that matter, from founder-led firms to family businesses that want to last for generations.
We teach the work
Insights and a structured curriculum for owners, teams and practitioners.
Tuulyp University →Start with a diagnostic
A fixed-fee review of your books, systems and upcoming deadlines, with a written report you keep whether or not we work together.
Capabilities
One operating model for finance, data, technology and people
Accounting is the foundation. Everything else sits on top of it, and only works if the layer underneath is right. This is how the pieces fit.
Five capabilities
What each one covers
01
Accounting foundation
Books that close on time and survive scrutiny. Everything else in this list depends on it.
What you getA month closed by an agreed day, a reconciliation for every balance-sheet account, and an exceptions log with owners and due dates.
Xero, QuickBooks Online and Zoho Books.
02
Finance and performance
The controller and CFO layer: turning reliable history into a view of what comes next.
What you getA monthly management pack, a rolling 13-week cash forecast, a driver-based budget, and decision support for pricing, hiring, capital and transactions.
Syft, Fathom and Invest for Excel for reporting, forecasting and capital appraisal.
03
Data and intelligence
When the question is bigger than a report: why margins moved, which customers pay back, what the data actually supports.
What you getDashboards built on reconciled numbers, KPI definitions everyone agrees on, and analysis written up in plain language.
Statistical work is used where it changes a decision, not as decoration.
04
Technology and automation
We design the system. The software is an implementation detail.
What you getA map of your finance stack, a shortlist with reasons, and integrations that are documented so they outlive the project.
Vendor-neutral. We recommend what fits, including tools we are not partners with.
05
People operations
Payroll and HR infrastructure, led by our CPHR and SHRM credentialed lead.
What you getPayroll that runs on time, policies that match how you actually work, and HR systems that scale from the first hire to the fiftieth.
Canadian and US payroll, including Gusto.
Where clients usually start
Three common starting points
“We can’t trust the numbers”
Start with accounting: a clean-up, a real month-end close and an exceptions log. Everything else waits until the ledger is reliable.
“We have numbers, but no answers”
Start with finance and data: a management pack, a cash forecast and the handful of KPIs that actually drive the business.
“Our systems don’t talk to each other”
Start with technology: map the stack, cut what isn’t used, and connect the rest so data flows once, correctly.
Start with a diagnostic
A fixed-fee review of your books, systems and upcoming deadlines, with a written report you keep whether or not we work together.
Advisory
What we do for you, organized by the problem you have
Capabilities describe what we know. Advisory describes what changes in your business when we’re involved.
Finance operations
Build a finance function that actually works.
Reconciled, controlled, on time, every month.
- Bookkeeping
- Accounting clean-up
- Month-end close
- Controller services
- AP and AR
- Financial controls
- Accounting policy
- Tax preparation support*
CFO and FP&A
Turn accounting data into decisions.
Forecasts and models the owners use, not just receive.
- Forecasting
- Budgeting
- Cash-flow planning
- Financial modeling
- Scenario analysis
- Capital planning
- Board reporting
- Unit economics
- Pricing and margin
Transactions and capital
Get ready for the deal, and through it.
Buying, selling or raising money, with numbers that hold up under a buyer’s, lender’s or investor’s scrutiny.
- Valuation analysis
- Buy-side support
- Sell-side preparation
- Debt financing packages
- Equity raise readiness
- Due diligence support
- Data room preparation
- Post-deal integration
We have supported debt and equity transactions alongside lenders, dealers and legal counsel, from standalone debt financings with Canadian banks and credit unions to an £8 million cross-border preferred share investment.
BI and analytics
Know what is actually happening in your business.
Dashboards and analysis built on numbers that reconcile.
- BI architecture
- Dashboards
- KPI frameworks
- Statistical analysis
- Cohort analysis
- Customer economics
- Marketing economics
- Sales analytics
Performance management
Connect strategy to numbers to execution.
A plan, a way to measure it, and a monthly rhythm to act on it.
- Annual operating plan
- Budget vs actual
- Forecast vs actual
- Driver-based planning
- KPI trees
- Product and department profitability
- Variance analysis
- Incentive design
Technology advisory
Build the stack your company actually needs.
Assess, architect, select, implement, integrate, automate, optimize.
- Accounting and ERP
- CRM
- BI
- Payroll and expense
- E-commerce and inventory
- Automation
- AI
- Data infrastructure
HR and payroll
Payroll and HR that keep up with growth.
From the first hire to a real people function.
- Payroll setup and runs
- HR policy
- Compensation
- HR systems
- Onboarding
- Compliance
Governance and succession
Make sure power is used well, and handed on well.
Decision rights, checks and balances, and succession planning for owner-managed and family businesses.
- Governance diagnostic
- Decision-rights map
- Delegation of authority
- Advisory board setup
- Owners’ or family charter
- Succession planning
- Build-vs-buy reviews
- Related-party policy
* Canadian filings, and US tax readiness in step with your CPA or EA. Tuulyp does not prepare or sign US federal or state returns. Valuation work is analysis to support decisions and negotiations, not a formal valuation opinion. We prepare companies for financings and work alongside registered dealers and brokers where a raise requires one.
How an engagement runs
Four steps, the same way every time
Understand
A fixed-fee review of your books, systems and deadlines. You keep the written report either way.
Agree the scope
What we will do, what you will do, and a fixed monthly fee, all in writing.
First close
Access set up, the first month closed, and an exceptions log with owners and dates.
Every month
Close by an agreed day, a management pack, and a review meeting that ends in decisions.
Engagement models
Three ways to work with us
Diagnostic
Fixed fee, fixed scope. The right first step for almost everyone, and useful on its own.
Monthly retainer
Ongoing finance function work, billed monthly in advance and sized to your business.
Projects
Clean-ups, system implementations, transactions and one-off analysis, each with its own scope and fee.
Start with a diagnostic
A fixed-fee review of your books, systems and upcoming deadlines, with a written report you keep whether or not we work together.
Industries and use cases
Where our work goes deepest
We stay focused on a few kinds of business, so the patterns we’ve seen before make your engagement faster.
E-commerce and consumer
Shopify, marketplaces and payment platforms reconciled to payouts. Inventory, landed cost, contribution margin and marketing efficiency you can manage by.
- Payouts reconciled to orders and fees
- Landed cost and inventory valuation
- Contribution margin by channel
Professional services
Consultancies and agencies moving from hourly billing to retainers, with the utilization, cash forecasting and reporting that growth needs.
- Utilization and realization tracking
- Work in progress and unbilled revenue
- Retainer pricing and cash forecasting
Cross-border US and Canada
Owners with entities on both sides. Entity setup, owner pay, intercompany agreements and transfer pricing coordination with specialists in each country.
- Intercompany agreements and charges
- Owner pay planned across both countries
- Currency at the transaction-date rate
Founder-led companies
Where the founder is still the finance department. We take the work off your desk without taking the decisions away from you.
- A monthly pack in plain language
- Approval limits and a second signature
- A finance calendar nobody has to remember
Construction and trades
Job costing and progress billing in Knowify and your ledger, from a team that has run a construction lending desk.
- Job costing by phase
- Progress billing and holdbacks
- A work-in-progress schedule tied to the ledger
Use case
Your first finance department, without building it from scratch
Most companies add finance capability one hire at a time, usually after something goes wrong. We give you each layer when you need it, and the next one when you outgrow it.
Start with a diagnostic
A fixed-fee review of your books, systems and upcoming deadlines, with a written report you keep whether or not we work together.
Insights
Writing on finance, data, economics and management
Every topic at three depths, so owners, operators and specialists each get the version they need.
Three depths for every topic
Brief
A five-minute, practical explanation for owners.
What is contribution margin, and why does it matter more than gross margin?
Practitioner
A 20 to 30 minute applied treatment, with formulas, worked examples and a downloadable model.
Contribution margin analysis for e-commerce businesses
Advanced
Statistical methods, sensitivity analysis and real datasets, for specialists.
Contribution margin, operating leverage and customer acquisition economics
Subjects
Thought leadership
Latest writing
From the archive
Resources
Tools we use ourselves
Templates, checklists and calculators, released as they are finished.
Tuulyp University
Learn the disciplines behind better business decisions
The curriculum our own team trains on, opened to owners, finance staff and practitioners. Structured courses, real cases, working models.
Foundations
Free or low-cost essentials.
- Accounting fundamentals
- Reading financial statements
- Excel for finance
- Business math
- Statistics fundamentals
Practitioner
The applied curriculum our team trains on.
- Month-end close
- Controller practice
- FP&A and modeling
- Management reporting
- BI and finance technology
Advanced
Where the rigour lives.
- Advanced managerial accounting
- Corporate finance
- Regression and time series
- Econometrics
- Performance management
Professional exams
Independent study support for the underlying material of CFA and CPA exams.
- Financial reporting
- Management accounting
- Corporate finance
- Quantitative methods
Tuulyp University is independent. It is not affiliated with, endorsed by or an approved provider of CFA Institute or any CPA body.
Who it is for
Built for three kinds of learner
Owners and managers
Read your own numbers with confidence, ask your finance team better questions, and know what good looks like.
Bookkeepers stepping up
The move from bookkeeper to controller: closes, reconciliations, controls and reporting, practised on real ledgers.
Analysts and career-switchers
Modeling, forecasting and statistics taught the way they are used in practice, not only for exams.
More than courses
Every track pairs short lessons with hands-on work: labs on messy ledgers, case companies with a full year of data, and projects reviewed by a practitioner.
The flywheel
We train our own people on the same curriculum
Client problems become cases. Cases become curriculum. Curriculum trains the people who solve the next client problem.
Join the first cohort
We’re opening Tuulyp University in stages, starting with the Practitioner curriculum. Send us a note through the contact form, choosing “Tuulyp University waitlist”, and we’ll tell you when enrolment opens.
About Tuulyp
Better businesses are built when accounting, finance, data, technology and people systems work together
That sentence is the reason Tuulyp exists, and the test we apply to every engagement.
Our story
Why Tuulyp exists
We kept seeing the same thing, first from a small-business and construction lending desk, then as fractional CFOs: good businesses making big decisions on numbers nobody fully trusted. The fix was usually split between a bookkeeper, an outside accountant, a software vendor and a payroll provider who rarely spoke to each other. Tuulyp puts those pieces in one place, run by people who have sat on the lender’s side of the table and the operator’s.
We are based in Vancouver, British Columbia, and work remotely with clients across Canada and the United States, inside your systems and on your calendar.
Foundations first
Analysis is only as good as the books under it. We reconcile before we forecast.
Systems over heroics
A close that depends on one person staying late is not a process. We build ones that run.
Say what we know
We label estimates as estimates, and bring in licensed specialists where the work needs one.
How we work
Standards we hold ourselves to
Team
You work with the principals
32 years of combined experience across banking, fractional finance leadership, and HR and payroll.
Peter Konefal
MBA, CFA, PFP · Finance
Finance leader with more than fifteen years across banking, FP&A, corporate finance and advisory. He spent ten years in banking, including running a small-business and construction lending desk. For the past seven he has been a fractional CFO and controller to scaling services and product companies, often leading finance for several at once. His work covers forecasting and cash flow, board and investor reporting, scenario modelling and performance management. It also includes multi-division FP&A, executive dashboards, and treasury and capital planning. He has led moves to cloud ERP and time-driven costing. He serves as a Corporal in the Canadian Army Reserve (Infantry) with the Seaforth Highlanders of Canada. At Tuulyp he leads finance, controllership and CFO advisory engagements.
Abisola Odeyemi
MBA, CPHR, SHRM-CP · People and operations
Senior HR business partner with more than ten years across the public sector, financial services, technology and high-growth companies. She turns business strategy into practical people systems: workforce planning and role design, full-cycle recruitment and onboarding, compensation benchmarking, performance management, and HR policy and governance. She also handles employee relations work, from investigations and conflict resolution to discipline and termination guidance. She has implemented and run HRIS platforms including Workday, Zoho People, Oracle and PeopleSoft. At Tuulyp she leads payroll, HR and operating routines for client engagements, from first hires to handbooks and compliance.
FAQ
Common questions
How does pricing work?
We start with a fixed-fee diagnostic. After that, work is billed as a fixed monthly retainer, in advance, sized to the scope and complexity of your business.
Which countries do you serve?
Canada and the United States, including owners based abroad with North American entities.
Do you prepare tax returns?
We handle Canadian filings and prepare your books and schedules so US returns are straightforward. US federal and state returns are prepared and signed by your CPA or EA, and we work alongside them.
You list a lot of capabilities. Do you really do all of it?
We do the accounting, controller, CFO, reporting and people work directly. Deeper statistical and technology projects are scoped separately, and where a licensed specialist is needed (tax filing, legal, audit) we bring one in and coordinate the work.
What if I already have a bookkeeper or accountant?
Good. The diagnostic shows where your current setup is strong and where it needs support. We work alongside existing people and only take on the gaps.
Careers
Work with us
Every Tuulyp associate completes the Tuulyp Practitioner curriculum. If that sounds like the kind of place you want to learn, send us a note through the contact form and choose “Careers”.
Start with a diagnostic
A fixed-fee review of your books, systems and upcoming deadlines, with a written report you keep whether or not we work together.
Culture, leadership and governance
Organizations are made of people. So are their numbers.
Every set of books reflects how decisions get made: who holds power, how it is checked, and whether the right skills are in the rooms that matter. We work on that layer too, because the finance function cannot be healthier than the organization it serves.
Cultures and languages
Different backgrounds are the starting point, not the problem
Our clients, their teams and their owners come from many cultural, linguistic and social backgrounds. We don’t treat that as something to manage around. We design for it: how decisions are communicated, how feedback travels, how authority is expected to look, and how finance is explained to people who think about money differently. A reporting pack nobody in the room fully understands is not a reporting pack.
Power as a light switch
Power should be used on purpose, seen by everyone, and switched off when the job is done
- DeliberateAuthority is switched on for a specific decision, by someone with the skills for it.
- VisibleEveryone can see who holds the switch and why. Decision rights are written down.
- ReversibleThere is always someone, or some process, that can switch it off: a board, an advisory panel, a second signature.
The sophistication continuum
Every company sits somewhere on this line
At one end, a founder and a handful of customers. At the other, institutions where forms, standards, training and compliance run deep. Most of the risk, and most of the opportunity, lives in the messy middle.
Founder-led
First customers, or one anchor clientSpeed and instinct. Everything runs through one or two people.
Single points of failure; concentration risk.
Owner-managed
A real team, informal systemsGrowth outpaces process. Finance is a bookkeeper and a bank balance.
Decisions made on stale or wrong numbers.
Family and personalist
Loyalty and proximity as governanceAuthority follows relationships, not roles. Skills and decision rights drift apart.
Unchecked power, related-party blur, build-it-ourselves boondoggles, stalled succession.
Professionalizing
Roles, controls, an outside voiceWritten decision rights, an advisory board, a plan measured monthly.
Change fatigue; old habits returning under pressure.
Institutional
Global franchisor, Big Four firm, major bankStandards, training and compliance embedded at every level.
Bureaucracy; slower to adapt.
Why it matters
Wealth built in one generation is often gone in two
Entrepreneurial families rise into wealth and fall out of it with striking regularity, and the cause is rarely the market alone. It is usually governance: weak decision-making allowed into strategic roles, succession left to chance, and no one positioned to say no. Large public companies, with boards, auditors and regulators, still struggle with succession and change. Scale that challenge up for a smaller, less-resourced company where one person’s judgement goes unchecked. The rare family firms that stay strong for generations, such as German brewers run by the same family since the eighteenth century, do it by keeping professional standards, not family status, in charge of strategic decisions.
Where value quietly leaks
Measure · assess · improve
A governance diagnostic, in plain numbers
We score how power is used and checked across six dimensions, then build the fixes into the same monthly rhythm as the finance work: decision-rights maps, a delegation-of-authority matrix, an advisory board, a family or owners’ charter, and a succession plan.
Example scorecard, for illustration only.
Influences
The thinking we draw on
Peter Drucker
Management as a discipline: clear objectives, decisions placed where the knowledge is, and effectiveness over activity.
Vaughan Evans
Practical strategy tools for smaller businesses, and the discipline of testing a plan before backing it.
Start with a diagnostic
A fixed-fee review of your books, systems and upcoming deadlines, with a written report you keep whether or not we work together.