Automations for Canadian Accounting Firms
Remove the manual work. Keep the expertise of your team.
We automate the work that eats your week: emails, chasing follow-ups, updating a CRM — plus document collection, scheduling and invoicing. Built for how Canadian accounting firms actually operate.
Includes one free automation recommendation. No obligation, no pitch.
The problem
It isn't that you're disorganized. It's that the work is manual.
Your inbox runs the firm
Emails piling up faster than you can answer them. Follow-ups that fall through the cracks. A CRM nobody has time to update — and, underneath it all, documents still being chased by hand.
Always a week behind
You start every week behind. Evenings and weekends absorb the overflow. The admin never clears, no matter how early you start.
Expertise buried in admin
You didn't build a practice to become an unpaid follow-up clerk. Your judgment is the product — not your inbox.
If nothing changes
- An inbox that sets your priorities instead of you.
- Follow-ups and CRM notes that only happen when someone remembers.
- Another busy season absorbed by manual document chase.
- Cash flow held hostage by invoices you forgot to send.
- Advisory work — the profitable kind — pushed to "later".
With A&G
- Emails and follow-ups triaged, drafted and sent on schedule.
- A CRM that stays current without anyone updating it.
- Document requests that chase themselves.
- Invoices out the day the work is done.
- 5+ hours a week back, guaranteed in writing.
The guide
We work with accounting firms. Only accounting firms.
We know what a T1 crunch does to a small team, why your engagement letters matter, and why independence rules make some tools a non-starter. You shouldn't have to explain your profession to your automation partner.
- PIPEDA-aligned
- Accounting firms only
- No long contracts
back every week, guaranteed.
If your firm doesn't save at least five hours a week after implementation, we refund the engagement in full.
The plan
Three steps. You stay in control at every one.
Book a free 15-minute call
We look at how your firm runs today and give you one specific automation recommendation you can act on — whether or not you work with us.
Take the $1,500 assessment
A 60-minute working session and a written automation roadmap for your firm. The full fee is credited toward implementation if you proceed.
Build it — your way
Take the roadmap and do it yourself, hire anyone you like, or have us build and manage it. The roadmap is yours either way.
The goal isn't just a smarter inbox. It's leaving the office at a reasonable hour with the work actually done.
What it costs
Plain numbers, published up front.
Discovery call
15 minutes. One automation recommendation.
Assessment
60 minutes plus a written roadmap. Credited toward implementation.
Implementation
Scoped from the roadmap. Fixed price before work starts.
Management
Monitoring, fixes and changes. No long contracts.
Get Your Firm's Best Hours Back — Before Next Busy Season.
Includes one free automation recommendation. No obligation, no pitch.