Your processes are in your head.
That's the problem.
A structured course for building the documentation your firm actually runs on — training manuals, SOPs, and checklists, done in the right order.
Enrol in The SOP Edit — $1,497 CADIf you're unavailable,
does the work
still get done?
When your processes live in your head, every question has to go through you. Every new hire takes months to feel independent. Every absence creates a bottleneck.
It's not that you haven't thought about documenting things. It's that it always feels like something to do later. There's never later.
Your standard is actually multiple standards, applied inconsistently depending on who's working and what they remember.
Documentation built
to actually be used.
Four modules covering which processes to document first, how to build each type, and how to sequence the work so you're not trying to do everything at once.
- 01A training manual your new hires can actually follow from day one
- 02SOPs written to be used — not filed and forgotten
- 03Checklists that function as quality gates, not just reminders
- 04A build order so you start with what costs you the most right now
Where you land
after The SOP Edit.
Four modules covering the three types of documentation every firm needs. Here's what building them gets you.
Team questions you shouldn't have to answer — how it's done, what the standard is, what happens in this situation
A documented answer every team member can access without pulling you into it
Inconsistent delivery — where quality depends on who's handling the file and what they happen to remember
A written standard that keeps delivery consistent regardless of who does the work
Starting over when something goes wrong — no audit trail, nothing to review or improve
A system you can audit, hand off, and keep improving as your team grows
You know it needs to be documented.
You just haven't done it yet.
- Your firm has grown but your processes haven't been written down
- Team members ask questions that should have a documented answer
- Training a new hire takes longer than it should because nothing is standardized
- You've been meaning to do this for two years and keep putting it off
- You want to eventually step back from day-to-day delivery — and know you can't do that without documentation
Get it out of your head and into a document.
A system your team can follow — with or without you in the room.
CAD$1,497
- Full self-paced course — all modules and lessons, available immediately
- Training manual framework — built for a new hire to follow from day one
- SOP method — how to write procedures people actually use
- Checklist system — quality gates that run without you
- A sequenced build order so you start with what costs you the most right now
- Downloadable templates & resources — built to implement, not just read
- One year of access — including all updates during your access period
Two people who have lived
every stage of this problem.
Built and refined this system inside a real accounting firm — learning through years of undocumented processes, inconsistent delivery, and the hard-won realization that the work can't scale if it only lives in your head.
Brought the operational structure to make documentation repeatable and teachable — turning the method into something you can implement immediately, regardless of where your firm is right now.
Together they distilled what actually works into something you can implement immediately, regardless of where your firm is right now.
Frequently asked questions
The SOP Edit is fully self-paced and delivered online. You'll have immediate access to all modules upon enrolment and can work through them at whatever pace suits you.
You'll have 12 months of access from your purchase date. Once you enrol, you can work through the course at whatever pace suits you within that window.
Yes — and arguably it's most valuable before you hire. Building documentation now means your first hire has something to follow from day one, instead of absorbing your habits and hoping for the best.
Yes. The SOP Edit is tool-agnostic — the method works regardless of what software your firm runs on. You don't need a specific platform to implement what you learn here.
At this time, The SOP Edit is offered as a single one-time payment of $1,497 + applicable sales tax.
All sales are final. Due to the digital nature of this course and the immediate access provided upon purchase, we are unable to offer refunds. Please review our Terms & Conditions and reach out with any questions before enrolling.
Reach out to us directly at support@buildthefirmco.com and we'll be happy to help before you make your decision.