We build the workflows. Your team follows them.
Use our proven workflows, or have your own process built properly. Either way, we set it up in your practice management software, so your team has a clear checklist for every job, from the first inquiry to offboarding.
Tested every day in a working Canadian accounting firm.
The work is fine. The system around it isn't.
For most firms, it's not a skill problem. It's a memory problem. The process lives in someone's head, and it only works when that person is in the room.
What a workflow actually is
A workflow is the checklist your team follows every time a job comes in. A T1. A monthly close. A new client. It lives in your practice management software, and every time you apply it to a client it becomes a project with tasks, owners, and due dates. Build it once, and it runs on every client after that.
Two ways to work with us
The difference is whose process you want. Use ours, or have yours built properly.
The Install
- It's for you if
- You're a Canadian firm, you want something that works, and you'd rather not design it yourself.
- What we do
- Install our workflows in your practice management software, swap in the tools you use, and take out the steps you don't do. You get up to 5 tasks added or reworded per workflow, one round of adjustments, and a recorded walkthrough.
The Build
- It's for you if
- You already know how you want your firm to run, and you want it built for you.
- What we do
- Interview you and your team, map each workflow for your approval, and build it in your practice management software. You get up to 2 rounds of revisions per workflow.
What's included in The Install
Pick your service lines. Each one is installed start to finish, from the first inquiry to offboarding.
Personal tax
7 workflows- New prospect
- New client onboarding
- Personal tax return (T1)
- Catch up personal tax return (T1)
- Personal tax return amendment (T1)
- Client address change
- Client offboarding
Sole proprietor
10 workflows- New prospect
- New client onboarding
- Sole proprietor tax return (T1 + T2125) with GST/HST filing
- Sole proprietor tax return (T1 + T2125) without GST/HST filing
- Catch up sole proprietor tax return (T1 + T2125)
- Sole proprietor tax return amendment (T1 + T2125)
- Six month check in
- Tax slip preparation and filing (T4, T4A, T5, T5018)
- Client address change
- Client offboarding
Corporate
9 workflows- New prospect
- New client onboarding
- Corporate year end compilation and tax return (T2)
- Catch up corporate year end compilation and tax return (T2)
- GST/HST return preparation and filing
- Q4 tax planning meeting
- Tax slip preparation and filing (T4, T4A, T5, T5018)
- Client address change
- Client offboarding
Bookkeeping
No two bookkeeping practices run the same mix, so it's built as a package. Start with the foundation and add what you actually offer.
The foundation, always included
- New prospect
- New client onboarding
- GST/HST return preparation and filing
- Six month bookkeeping review
- Tax slip preparation and filing (T4, T4A, T5, T5018)
- Client offboarding
Your engagement types
Your first one is in the package. Add the rest as you need them.
Special modules
For the work that sits outside your regular cycle.
All prices CAD, plus sales tax. After founders rates close, three or more service lines get 20% off the total.
How it works
Book a call
Twenty minutes with Jo. She'll ask what falls apart every tax season and which service lines you want sorted first.
Get your proposal
A written scope and a clear price, with every workflow listed by name. Nothing starts until you've signed it.
We set it up
We install or build your workflows in your software. You answer questions as they come up, in one place.
Review and sign off
You review everything in one batch, we make the adjustments, and you get a recorded walkthrough for your team.
Our process. Your tools.
Different e signature tool? No CRM? We swap in the tools you use and take out the steps you don't do.
Our system works in any practice management software. How much we can automate, like dependencies and automatic client emails, depends on what your software and plan can do. We run our own firm on the Financial Cents Scale plan, so that's where we know every setting. We'll check your setup on the call.
If you have a Zapier subscription, we can add Zapier automations that connect your other apps, quoted once your workflows are mapped.
Founders rates for 2026
Our first clients get founders rates in exchange for a testimonial and permission to share their before and after.
The rate applies to any deposit received in 2026, even if your install is scheduled for 2027. Spots are limited by what we can deliver well.
An accountant and an operator
Michelle Arnason, CPA
Knows what Canadian firms need because she runs one. The workflows we install are the ones Arnason Accounting & Co. runs every day, built around the tax work and client dynamics that generic coaches miss.
Joelle Kindret
Runs the builds and is your contact from the first call to sign off. 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.
Questions we get
Which software do you work with?
Any of them. Our system is tool agnostic, so both The Install and The Build work in whatever practice management software you use. We run our own firm in Financial Cents on the Scale plan, so that's where our knowledge runs deepest.
Do I need to upgrade my software?
Not necessarily. Dependencies and automatic client emails only work if your software and plan support them. In Financial Cents, that's the Scale plan. If yours doesn't include them, we can still set you up, and we'll put in writing exactly what you won't get.
What if I don't use a CRM or e signature tool?
That's fine. We take those steps out or replace them with a manual step, like emailing your engagement letter for signature. It doesn't cost extra.
When can you start?
We don't deliver installs or builds from February 1 to April 30, because nobody should be changing their systems in the middle of tax season. Book this fall to be running before tax season, or lock in your spot now for May.
Are automations included?
The automations inside your software, like task reminders and client emails, are part of every workflow when your plan supports them. Zapier automations that connect two separate apps are an add on for firms with their own Zapier subscription, quoted once your workflows are mapped.
Who owns what you build?
You do. Everything we build is yours to keep, change, and use however you like. If you want help later, ongoing support is available by the hour, with no retainer.
I haven't worked out my pricing or services yet. Is this for me?
Book the call anyway. Jo will tell you honestly whether you're ready for a build, or whether there's thinking to do first. We can help with that part too.
Not sure which one you need? That's what the call is for.
Twenty minutes with Jo, who runs our builds. No pressure, and no pitch deck.
Book a 20 minute call