Resources
The tools we use to run our businesses
Over the last few years, we've tested a lot of software. Some looked great and didn't last. Others became essential to how we operate.
Everything below is a platform, system, or tool we use inside our accounting firm and Build The Firm Co.
To manage projects, communicate with clients, deliver services, document processes, and keep things running smoothly behind the scenes.
We recommend them because they've earned a place in our day-to-day operations and have helped us build more efficient, sustainable businesses!
Financial Cents
Workflow and client management built for accounting firms
How we use it
Financial Cents is the backbone of our client workflow at the firm. We track every job, deadline, and client communication in one place — no more chasing down what’s outstanding.
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Ownr
Incorporate and manage your business online
How we use it
We used Ownr to incorporate Build The Firm Co. quickly and cleanly — no lawyer required. It handles the minute book and ongoing compliance so nothing falls through the cracks.
The easiest way to incorporate your Canadian business. Handle registration, your minute book, and annual compliance all in one place.
Incorporate with Ownr →Dext
Receipt capture and document automation
How we use it
Dext eliminates the “shoebox of receipts” problem for our clients. They snap a photo, it’s captured and categorized automatically — and we get clean data without the back-and-forth.
Drop your email below and we’ll connect you with a rep who can walk you through the right plan for your firm.
We’ll only use your email to make this introduction — nothing else.
Kajabi
The all-in-one platform for building and selling courses
How we use it
All of our courses live on Kajabi. It handles hosting, payments, student access, and email sequences in one place — which means less duct tape and more time on the content itself.
Start a free trial and see if Kajabi is the right fit for your firm’s education products or client programs.
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