Helping You Grow
Who We Work For
About Us
Proud to be Canadian

We are a management consulting firm serving businesses across North America since 2015. Our focus is delivering top-tier solutions in financial modeling and reporting, due diligence, business intelligence and data analytics, empowering companies to grow and thrive—just like a sapling flourishing into a strong tree.

What We Do

Who We Are

We are a proudly Made in Canada management consulting firm founded in 2015. We started in Toronto and are now working with businesses throughout North America to help them make better decisions using financial modeling, data analytics, and due diligence. Our Canadian values are at the heart of what we do, and we bring the qualities of hard-work, honesty, courtesy, and cooperation into every client interaction – unless of course, you want to challenge us to a hockey game – then all bets are off!

Awards & Recognition

Our focus has always been on creating value for our clients, and these recognitions celebrate our commitment to exceptional growth and service in financial consulting. We continually push boundaries to deliver best-in-class solutions that drive client success.

Report on Business 2024 winner
2023 Winner SME National business awards
Resources

A wealth of information and insights from our team of professional financial consultants providing you with valuable insights and practical advice to help you succeed.

  • hand holding tree sapling
    Sapling Financial Consultants announces recent hires and promotions
    • February 10, 2025

    Toronto, ON, February 10, 2025 — Sapling Financial Consultants Inc., a boutique financial consulting firm specializing in serving mid-market private equity firms, their portfolio companies, boutique investment banks and entrepreneurs, announces the appointment of Kevin Zhao as senior engagement manager, Greg Lloyd as an advisor...

  • woman on laptop
    Streamlining Financial Planning & Analysis (FP&A) with Excel-Based Reporting
    • January 15, 2025

    Financial Planning & Analysis (“FP&A”) is a critical function within a company's finance department, focusing on budgeting, forecasting, and financial performance analysis. The primary objective of FP&A is to provide senior management with detailed forecasts of the company's profit and loss and operating performance...

Ready to Work with Sapling?

We deliver best-in-class financial consulting services so you can make better decisions for your business.

Want to Join Our Team of Financial Consultants?

Bring your expertise to help businesses optimize their financial operations. We value passion, competence, and hard work, and offer a dynamic and challenging work environment that rewards creativity and innovation. If you’re looking for an opportunity to make a meaningful impact and grow your career, we’d love to hear from you.

BI Dashboard

Our team specializes in building out Key Performance Indicators (KPI) reporting dashboards that offer real-time insights into key business metrics, helping you make informed decisions faster.

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