Done For You & Consulting
Stop learning systems. Let us build them.
For firm owners who are done piecing it together and ready to hand the build to someone who actually runs a firm. Three ways to work with us, scoped to exactly how much you want us in it.
Application-only · Starts with a discovery call
Let's Be Honest
You Don't Need
More Content
You've taken the courses. You've downloaded the templates. And your firm still runs the same way it did before, because information isn't implementation.
The gap between knowing what your firm needs and actually building it is where most firm owners get stuck. Not because they aren't capable. Because they're too busy running the firm to rebuild it at the same time.
Sometimes you want our proven system installed. Sometimes you have your own and just need it built. Sometimes you don't know what you need at all. We have a tier for each.
Done For You
Two Build Tiers, Run By Our Team
Two ways to get your workflows built, priced by how many you need. No automations at this level, those live in The Firm Reset. Both are build-only and move fast.
The Install
Our proven process and templates, installed in your firm as is.
- Built from our firm-tested templates
- Installed as is, no customization
- No automations (build only)
The Build
You bring the templates and process. We build them out for you.
- Built to the spec you provide
- Your process, structured and installed
- No automations (build only)
- Up to 2 batched revision rounds per workflow
When There's No Template To Start From
The Firm Reset
Workflow design from scratch. When you don't have your own templates and ours aren't the right fit, we figure out which workflows you actually need, then design and build them from the ground up. The only tier with Michelle in it, and the only one where automations are scoped in.
The Firm Reset
Workflow Discovery + Custom Build
Scoped after discovery
We map which workflows your firm needs, in what order, and how they should flow. This is the paid discovery that scopes the build.
Scoped from the discovery. Timeline determined there. Built from scratch, automations included.
- Workflow discovery, led by Michelle
- A map of the workflows your firm needs and how they connect
- Each workflow designed from scratch, no template
- Automations scoped and built in
- Up to 2 batched revision rounds per workflow
- Optional SOP and training documentation, $500 per workflow
Michelle leads the discovery personally, then steps behind the scenes to oversee the build. Joelle is your primary contact through the build, so you get Michelle's design thinking and Joelle's hands on the work, without paying for a standing weekly call you don't need.
Optional Extras
Add Ons & Ongoing Support
Available on any tier. Scoped and priced on their own, so you only pay for what you actually want.
SOP + Training Documentation
A video walkthrough plus written documentation for each workflow we deliver, so your team can run the system without us. Priced per workflow, never blanket.
Automations
Automations can be added to any engagement, but they are always scoped and priced on their own. They are never assumed in The Install or The Build.
Ongoing Support — Operations
For changes inside the system after a build: adjusting a workflow, fixing a step, retraining your team on the process.
Ongoing Support — Strategic
For changes to the system or your firm's direction: rethinking a process, adding a service line, owner-level decisions.
Who You're Working With
An Accountant and an Operator
Michelle
The Accounting BrainKnows what Canadian firms need because she runs one. Leads the audit, diagnoses the problems, designs the service structure and pricing, and understands the tax workflows and client dynamics that generic coaches miss.
Joelle
The Operations LeadRuns the builds. Workflows, SOPs, documentation, task systems, and the day-to-day of every engagement. She turns "this should be fixed" into "it's built and your team can follow it."
Most consultants give you advice and leave. We give you a build you can actually run.
Because telling you what to fix without building it is just another course with a higher price tag.
Is This Right for You
Built for Accounting & Bookkeeping Firms
This Is for You If
- You run an accounting or bookkeeping firm, established or just getting started
- You want the workflows built, not another framework to study
- You'd rather install a proven system than reinvent one (The Install)
- Or you have your own process and want it built properly (The Build)
- Or you're starting from nothing and need it designed from scratch (The Reset)
- You're ready to invest in the foundation, not just the surface
This Is Not for You If
- You're not in accounting or bookkeeping (the templates are built for firms)
- You want us to run your marketing or lead generation
- You want the cheapest option available
- You're not ready to invest in getting this done right
- For The Build specifically, you're not ready to hand over clean material
Questions
What You Need to Know
The Install is our proven system, installed in your firm exactly as is. The Build is for firms that already have their own templates and process, and want us to build those out to spec. Same care, different starting point: ours versus yours.
Workflow design from scratch. It's the right fit when you don't have your own templates and ours aren't a match. We start with a discovery to map which workflows you actually need and how they should flow, then design and build each one from the ground up, with automations included. It's a build, not a business-consulting engagement: we're designing your workflows, not redesigning your pricing or your org chart.
Those tiers are build only, kept clean and fast so they're affordable and quick to deliver. The moment you want something to fire automatically, that's either a scoped automations add on or it belongs in The Firm Reset, where automations are built in.
The Build and The Firm Reset each include two batched rounds of revisions per workflow. A round is one consolidated set of changes returned together, not a string of one-off requests. Beyond two rounds, further changes are billed at our ongoing support rate. The Install has no revisions, since it's our finished system installed as is, with nothing to customize.
The Build assumes clean, usable input. If your process needs untangling and structuring first, we move you to The Firm Reset, where the discovery does exactly that work, rather than quietly doing it at build pricing. It's the honest way to scope it.
No, and that's by design. The Install and The Build are run by our team. Michelle leads the discovery in The Firm Reset and oversees that build behind the scenes. It keeps the build tiers affordable and reserves her time for the work that genuinely needs her.
You own everything we build. If you want help down the road, ongoing support is available hourly: operations support with Joelle, or strategic support with Michelle. No retainer required.
We're built from inside a Canadian practice, and that's where our pre-built templates come from, so The Install is Canada-focused. The Build and The Firm Reset work anywhere: The Build uses your templates and the Reset designs from scratch, so neither depends on our Canadian library. If you're a US, UK, or other international firm, those two tiers are open to you.
Ready to hand the build to someone who actually runs a firm?
Done-For-You Systems, 1:1 Advisory, & Firm Reviews
For accounting and bookkeeping owners who are done piecing it together.
Please note that we take a limited number of clients at a time.