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The Lead Edit

Bad-fit clients start as bad-fit leads. The wrong inquiry shows up, you do the call anyway, you write the proposal anyway, and three months later you are stuck with a client your team is dreading. So I built a system that filters them out before any of that happens. The Lead Edit is the exact inquiry workflow my firm uses to move every lead from first contact to a clean yes or no in 30 days or less. Six stages with decision gates. The discovery call framework that diagnoses instead of pitches. The proposal structure that protects scope before it leaks. The 30 day boundary that closes zombie leads automatically. And the email templates for every stage in between. You finish this course with an inquiry process that runs the same way every time, regardless of who shows up. Bad fits filter themselves out. Zombie leads stop living in your inbox. The whole inquiry phase runs with confidence, even in busy season. Built specifically for Canadian accounting and bookkeeping firms. Whether you serve corporations, sole proprietors, bookkeeping clients, payroll clients, or personal tax clients, these systems adapt to the way your firm works!

$1,497.00 CAD + applicable sales tax

The Onboarding Edit

A signed engagement letter does not mean a smooth start. The client shows up not knowing what to send, your team is scrambling to figure out what was promised, and three weeks in you are already chasing documents you needed on day one. So I built a process that makes the handoff clean every time. The Onboarding Edit is the exact onboarding sequence my firm uses to take a new client from signed contract to active file without the back-and-forth. The welcome sequence that sets expectations before they think to ask. The document collection process that stops the chasing. The internal handoff structure so your team knows exactly what to do and when. The communication templates for every step in between. You finish this course with an onboarding process that runs the same way every time, regardless of who the client is or who on your team is handling it. New clients feel looked after from day one. Your team stops making it up as they go. The whole first 30 days runs with confidence, even when you are not in the room. Built for Canadian accounting firm owners. Works across corporate, sole prop, and personal tax.

$1,497.00 CAD + applicable sales tax

The SOP Edit

Tribal knowledge is not a system. One person knows how the corporate files get set up, another knows how the year end review gets done, and when someone is sick or leaves, the whole thing slows down while everyone figures it out again. So I built a process that gets it out of people's heads and into the firm. The SOP Edit is the exact documentation framework my firm uses to capture how work actually gets done and turn it into processes anyone on the team can follow. The prioritisation method that tells you which processes to document first. The SOP template structure that is simple enough your team will actually use it. The review cycle that keeps your documentation current instead of sitting stale on a shared drive. And the implementation plan for rolling it out without it becoming a six-month project that never gets finished. You finish this course with a documentation system that captures your firm's real workflows, not a wishlist version of them. New team members get up to speed faster. Existing staff stop relying on one person for every question. Work gets done consistently, even on your busiest weeks. Built for Canadian accounting firm owners. Works across corporate, sole prop, and personal tax.

$1,497.00 CAD + applicable sales tax

The Mini Firm Edit

Bad-fit clients, chaotic onboarding, and undocumented processes do not stay separate problems for long. They compound. The wrong lead becomes a rushed onboarding becomes a team member making it up as they go. So I built the system that handles all three. The Mini Firm Edit bundles the three edits that fix the front half of your firm. The Lead Edit takes every inquiry from first contact to a clean yes or no in 30 days or less, with decision gates that filter bad fits before you ever get on a call. The Onboarding Edit turns the scramble after a signed engagement into a repeatable process your team can run without you in the room. The SOP Edit captures how work actually gets done in your firm so it stops living in one person's head and starts living somewhere your whole team can use it. You finish this bundle with an inquiry process that closes zombie leads automatically, an onboarding sequence that sets the right expectations from day one, and documented SOPs your team can follow without asking you every time. Three systems. One price. Built for Canadian accounting firm owners running corporate, sole prop, or personal tax.

$3,497.00 CAD + applicable sales tax