CRM, Tech Stack & Systems Setup
Your business systems, built and connected
Quotes, engagement letters, tasks, booking and your books working together, so information is entered once and goes everywhere it needs to. Set up by an accountant who runs his own practice on the same kind of system.
Sound familiar?
Most small businesses don’t need more software. They need the software they already pay for to talk to each other.
Typing the same thing twice
Client details go into a spreadsheet, then email, then your accounting software.
Work living in your inbox
Recurring jobs and deadlines are tracked in your head, on sticky notes or in email folders.
Quotes and contracts by hand
Every quote and agreement is built from scratch, then chased for a signature and payment.
No clear picture
Nobody can say at a glance where a client, a job or a file stands.
What we set up
Every build is scoped to your business. These are the pieces most clients need.
CRM and sales
- Leads, contacts and accounts in one place
- Quotes built from your own price list
- E-signed engagement letters and payment requests
Task management
- Recurring work created automatically
- Templates and checklists for each service
- Due dates and status everyone can see
Booking, intake and client portals
- Online booking that feeds your CRM
- Intake forms that fill your records for you
- A secure place for clients to send documents
Books and payroll
- QuickBooks Online company file setup
- Receipt capture and bank connections
- Payroll software setup
AI connected on top
- Your AI tool connected to the systems above
- Standing instructions so it answers your way
- See AI Training & Tools for training
Training and handover
- Live walkthrough for you and your team
- Written how-to guides for each process
- Everything stays in your name
How it works
Free discovery call
We talk through how your business runs today and where time is lost.
Systems map and quote
You get a plan of what connects to what, and a fixed quote before any work starts.
Build and connect
We set up each tool, move your data across and connect the pieces.
Train and hand over
Your team learns the new way of working, with guides to keep.
Pricing
Fixed quotes after a free call. All prices in CAD, plus HST.
QuickBooks Online Setup
$750
New company file, chart of accounts, sales tax, up to 3 bank or card connections and your invoice template.
Move to QuickBooks Online
From $5,500
Moving from desktop or older software, with customer, vendor and opening balances brought across and staff training.
Full Tech Stack & CRM Build
From $20,000
CRM, quotes and e-signed agreements, task management, booking and intake, connected to your books, with AI on top.
Questions
Do I have to switch software?
Not unless it saves you time. We work with what you already have where it makes sense, and recommend a change only when it pays for itself.
Who owns the accounts?
You do. Every subscription and login stays in your business’s name.
Do I need to be technical?
No. Everything is no-code, so you can run it and change it yourself after handover.
Is this only for accounting firms?
No. Any business with repeat admin work can benefit, from trades and health practices to professional offices.
Ready to stop doing the same work twice?
Book a free call and we’ll map out what your systems could look like.
Book My Free Strategy Call