How it works
A process built so your client never notices a change
The whole model rests on one thing: your firm stays the only party your client deals with. Everything below is designed around protecting that.
- 01
A 20-minute call
You describe the files that are eating your team’s week — how many, what software, what shape they are in. We tell you plainly whether we are a fit. No deck, no discovery process, no pressure to commit.
- 02
Start on one file
Your first engagement is a single client file at the standard monthly rate. Starting narrow is how your firm’s conventions get documented properly before volume arrives — and it means that by the end of the first period you are judging us on a real close package rather than on a promise.
- 03
Onboarding on your terms
We work inside your systems, with the access level you set. Client-specific rules, coding conventions and review preferences get written down once, so the same standard survives whoever is on the file.
- 04
A monthly rhythm
An agreed cutoff date, an agreed delivery date. Transactions are processed through the period, the close package is prepared, and questions are batched into one list instead of arriving as a stream of interruptions.
- 05
Reviewed before it reaches you
Nothing is handed back until it has been through a documented internal review under CPA supervision. You are reviewing finished work, not correcting first drafts.
The monthly rhythm
What a normal month actually looks like
Once a file is onboarded, the cycle is deliberately boring. Predictability is the product.
Processing runs continuously
Bills and receipts are entered and coded as they arrive, invoices go out on the client's billing cycle, and receipts are applied. Nothing is left to pile up for a month-end sprint.
The period is closed
Every bank, credit card and clearing account is reconciled to statements. Recurring and adjusting entries are posted. Unresolved items are documented rather than plugged.
Internal review
The file goes through a documented review under CPA supervision. Exceptions are checked, schedules are agreed to the ledger, and the close checklist is signed off.
You receive the close package
Statements, supporting schedules, agings, and one prioritized list of questions — not a stream of messages spread across three weeks.
What makes it work
Four commitments the model depends on
Your brand, start to finish
Every file, report and working paper carries your firm’s name. Your clients experience your firm delivering the work — because that is exactly what is happening.
Capacity without payroll
Take on the next five clients without a hiring cycle, a training ramp, or the fixed cost of a salary you have to cover in a slow quarter.
Work that survives turnover
Procedures for each file are documented, so knowledge lives in the process rather than in one person’s head. Continuity does not depend on who is available this month.
Canadian files, Canadian context
We work in Canadian books every day — GST/HST tracking, provincial sales tax coding, CRA-facing documentation habits, and the reporting your firm actually needs at year end.
Communication
You talk to us. Your client talks to you.
Questions come to your firm in one consolidated list per period, not as a drip of interruptions. If a question can only be answered by the client, it goes to you and you decide how to ask it. We have no channel to your client, by design — and that is not a limitation we work around, it is the point.
Start with one file.
Put one client file through a single period at the standard rate. You review the close package and decide whether there is a second. That is the entire commitment.