Automation & finance systems
Stop re-typing the same order into three systems.
QuickBooks done properly, syncing between your store, CRM and books, workflow automation and reporting. We led finance and IT at a company we grew to about $30M, so we know what a clean month-end looks like.
from $2,500 CADFixed quote before any work starts.
Works withQuickBooksShopifyAcumatica
What you get
What the work covers.
QuickBooks, set up properly
Chart of accounts, products and services, sales taxes and bank feeds set up so the books stay clean as the business grows.
Systems that sync
Orders, customers, invoices and inventory move between your store, CRM and accounting on their own, without anyone copying them across.
Workflow automation
Approvals, reminders, follow-ups and hand-offs that happen on their own instead of relying on someone to remember.
Reporting you can trust
Dashboards built on clean data, so the numbers you look at match the numbers your accountant sees.
Who it’s for
Built for businesses like these.
Owners doing data entry at night
The business runs during the day, and the admin happens after hours. You want those hours back.
Businesses whose tools don’t talk
Your store, CRM and accounting each hold part of the truth, and someone reconciles them by hand every month.
Companies heading for a bigger system
Before a new CRM or ERP, the books and data need to be clean. We get them there first, so the new system starts right.
Why us
We’ve been the customer.
We led finance and IT at a company we grew from $0 to about $30M and sold.
How it works
From first call to hand-over.
- First
Free diagnostic
We look at your books, your tools and how data moves between them, then tell you plainly what to fix first.
- Then
Clear scope and a fixed quote
Start with a fixed-price item like a QuickBooks setup, or get a written scope and a fixed price for a larger project.
- Finally
Build and hand-over
We set it up, test it against your real data and show your team how it works. Ongoing support is there if you want it.
Pricing
Fixed-price starting points, scoped projects after that.
Start with a fixed-price item that fixes one thing properly. Larger automation and reporting projects are scoped after a free diagnostic.
QuickBooks setup
QuickBooks set up properly, or a messy file cleaned up, so the books stay clean as you grow.
$2,500 CAD
- Chart of accounts built for your business
- Products, services and sales taxes set up
- Bank feeds and rules connected
Store-to-books sync
Orders, payouts and fees from your store flowing into QuickBooks automatically.
$3,500 CAD
- Orders and payouts synced to QuickBooks
- Fees and taxes recorded correctly
- A short guide for your bookkeeper
Syncing several systems or building custom reporting is scoped after a free diagnostic, with a fixed quote.
Industries
Where we do this most.
We grew a Shopify company from $0 to about $30M. We know where stores break as they grow.
We run a landscaping company on software we built. We build the same kind of systems for other trades.
ERP and inventory systems that match what’s on the shelf, from people who’ve led an ERP rollout.
Questions
Questions about Automation & finance systems.
Still wondering about something?
Book a callCan you fix a QuickBooks file that’s already a mess?
Usually, yes. We review what’s there, fix the structure, and set it up so it stays clean. If starting fresh is the better option, we’ll tell you why.
Do you replace our bookkeeper or accountant?
No. We set up the systems and keep data flowing into them. Your bookkeeper and accountant keep doing the accounting, with cleaner books and far less re-typing.
Which systems can you connect?
QuickBooks, Shopify, Acumatica and most business tools that offer an integration or an API. If a tool can’t be connected properly, we’ll tell you in the diagnostic rather than build something fragile.
How is pricing set?
Where the scope is predictable, like most websites and a QuickBooks setup, there are fixed-price packages on the pricing page. Larger projects, like a CRM or ERP, are scoped after a free diagnostic and get a fixed quote before any work starts. Growth work is a monthly plan or a one-time strategy engagement.
Pairs well with
Where clients often go next.
One system that runs your sales, jobs, orders or inventory, instead of five spreadsheets that disagree.
A site that loads fast, shows up for what you sell, and turns visits into calls, quotes or orders.
Next step
Spending your evenings on admin?
Start with a free diagnostic. We’ll find the jobs your systems should be doing for you, and which one to take off your plate first.