We scope before we quote
We don't price off a form. The audit always comes first. The proposal is specific to your operation.
How we work
Five phases. Audit, scope, onboard, operate, review.
What actually happens after you get in touch. The first conversation costs nothing. Most engagements start operating within 10 weeks.
01
Week 1
Audit
We look at how your back office runs today — your accountant arrangement, your POS, your banks, your payment platforms, your receipts process, your reporting cadence. No commitment yet.
Your time: 60 minutes of conversation. We do the rest.
Deliverables
- Current-state stack diagram
- List of failure points and quiet leaks
- Honest read on whether we should work together
02
Week 2
Scope
We propose the redesign — what to keep, what to replace, what to connect — phased over time. We tell you what it will cost, what it will save, and what could go wrong.
Your time: 60 minutes to walk through the proposal.
Deliverables
- Target-state stack diagram
- Phased rollout plan with dates
- Engagement letter with clear scope and price
03
Weeks 3–10
Onboard
We migrate, configure, and wire up the stack. We don't flip everything in one go — we sequence around your operating calendar so a POS doesn't change in the week of a delivery platform promotion.
Your time: 2–4 hours per week during onboarding. Less after.
Deliverables
- Xero set up (or cleaned up) with bookkeeping current
- Aspire configured for cards, claims, vendor payments
- Bank feeds wired, reconciliation rules in place
- POS / payroll / inventory integrations live
- Named AI agents configured for your workflow
- Owner dashboard published
04
Ongoing, monthly cadence
Operate
We run the back office. Monthly close, tax filings on calendar, dashboards live, AI agents working, exceptions surfaced before they cost you. You stop chasing receipts.
Your time: 30 minutes a month for the owner review. Sign-off only.
Deliverables
- Monthly close finished on the same day each month
- Owner dashboard refreshed continuously
- Weekly summary delivered to your inbox
- Compliance filings (ACRA AR, ECI, GST F5, Form C-S/C) on calendar
- Exception alerts as the AI agents flag them
05
Quarterly
Review
We sit down properly — what's working, what isn't, what the numbers actually say about the business, what to change for next quarter. This is the part most accounting firms skip.
Your time: 90 minutes a quarter. Comes with an agenda.
Deliverables
- Quarterly business review (the numbers, the trends, the call-outs)
- Stack health review — what needs upgrading, what we can retire
- Plain-language briefing on any rule or platform changes that matter for you
Principles
How we run an engagement.
Phased, not flipped
We sequence the rollout around your operating calendar. No POS change in the week of a promotion. No bank-feed switch the day before a payroll run.
Humans own the books
AI agents prepare the work. A qualified human reviews. A qualified accountant signs off. Nothing posts to your ledger without approval.
Quarterly business review, every quarter
We sit down, look at the numbers, and talk about what to change. Most firms skip this. It's the part that compounds.
Honesty up front
What we won't do. What we'll need from you.
What we won't do
- Take on engagements where the operator isn't willing to redesign the workflow.
- Sell software licences — we configure and run the stack but don't earn commissions on partner tools.
- Promise outcomes we can't back up. No 'save 80% of admin' without a real case behind it.
- Run AI agents that post to your books without a qualified human signing off.
- Lock you into long contracts before you've seen the work. We propose a 6-month initial term so the stack settles, not a multi-year tie-in.
What we expect from you
- Honest answers in the audit. We can't fix what we don't see.
- An operator or operations lead who can make decisions during onboarding.
- Discipline on receipt capture and approval flows once the stack is live.
- 30 minutes a month for the owner review. Sign-off matters.
- A real conversation when something feels off. We can't read minds.
Start the audit
A 60-minute audit, scoped and free.
Tell us what you operate. We'll show you the current state, the target state, and whether we should be working together.