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Build The Firm Co.  ✦  The Install

TheInstall

Our processes, set up on your tools.

Good systems shouldn't live in your head. This is our plan to get yours out of it and into your software: what we'll set up, what it costs, and how to get started.

Inside Scope / Investment / Next step

What's a workflow?

A workflow is the checklist your team follows every time a job comes in, like a T1, a monthly bookkeeping close, or a new client onboarding. Build it once, and it runs on every client after that.

We run these in a working CPA firm.

✦ What you get

Built, adapted, handed off.

01What we build

Tasks by role, due dates, dependencies, review gates, a definition of done, and the emails that fire inside them. Each workflow card below shows the software and plan it runs on.

02What we adapt

We swap in your tools, remove steps you don't do, and use your service names, team roles and timing. Up to 5 tasks added or reworded per workflow.

03One review round

You test each workflow, send one batched list of feedback, and we adjust before handoff.

04Not included

Reordering the work, new logic, or the SOPs behind each workflow. Want your own process built? That's The Build.

Automations available as an add-on. Ask us about them on your discovery call.
How It Runs Preview
✦ How it runs

Six steps, no surprises.

Tap a step to see what happens, who does what, and what comes next.

01

Agreement

Your step

Lock in your spot

You sign your service agreement and pay your deposit, in full or 50% to start.

What you do

  • Sign your service agreement
  • Pay your deposit (full, or 50% now and 50% on delivery)

What we do

  • Send your agreement and checkout link
  • Confirm your service lines and founders conditions in writing
Step 1 of 6
02

Intake

Your step

Everything in hand first

You share software access and the details we need. Your timeline starts once intake is complete.

What you do

  • Give us admin access to Financial Cents
  • Tell us your tools: e-signature, portal, tax software
  • Share your service names and team roles

What we do

  • Check your intake list is complete
  • Flag anything your plan can't support, in writing
Step 2 of 6
03

Kickoff

Together

Dates on the calendar

We meet, walk through your scope workflow by workflow, and set your install dates together.

What you do

  • Join the kickoff call
  • Name who on your team approves changes

What we do

  • Set your install and review dates
  • Confirm one channel for requests, email or your portal
Step 3 of 6
04

Install

Our step

We build, you keep working

We build each workflow in your account while you keep running your firm.

What you do

  • Keep an eye on your inbox for any quick questions

What we do

  • Build tasks by role, due dates and dependencies
  • Set up review gates, definitions of done and project emails
  • Swap in your tools and your wording
Step 4 of 6
05

Review

Your step

One batched round

You test each workflow and send us one batched list of changes.

What you do

  • Test each workflow on a real or sample client
  • Send one list of changes in one batch

What we do

  • Make the changes within your adjustment allowance
  • Quote anything out of scope in writing first
Step 5 of 6
06

Handoff

Together

You go live

You get a recorded walkthrough, sign off on each workflow, and go live.

What you do

  • Watch the recorded walkthrough
  • Sign off on each workflow
  • Go live on your next client

What we do

  • Hand over your recorded walkthrough
  • Log any good ideas for later on your phase two list
Step 6 of 6
About 2 weeksper service line, from intake to handoff.
No tax-season installsWe don't deliver from February 1 to April 30.
Kept on trackby your software access, feedback and approvals arriving on time.
✦ Your workflows

Pick your service lines.

Tick the service lines you want set up. You'll see exactly which workflows we install for each one, and your total updates below.

Your workflow cards will appear here.

Personal Tax Services

5 workflows
  • Prospect
  • Onboarding
  • T1
  • Address change
  • Offboarding
✦ Founders rates, 2026 only$5,500$4,100CAD

Sole Proprietor Tax Services

9 workflows
  • Prospect
  • Onboarding
  • Create ProFile
  • T1, including catch up
  • Address change
  • Six month meeting
  • GST/HST return
  • Tax slips
  • Offboarding
✦ Founders rates, 2026 only$6,500$4,900CAD

Corporate Tax Services

8 to 9 workflows
  • Prospect
  • Onboarding
  • Year-end project
  • Compilation engagement
  • Address change
  • Annual payroll schedule
  • GST/HST return
  • Tax slips
✦ Founders rates, 2026 only$6,500$4,900CAD

Bookkeeping

Foundation + one engagement type
  • Prospect
  • Onboarding
  • Six month review
  • Offboarding
+ Plus the recurring workflows for the engagement type you choose below
✦ Founders rates, 2026 only$6,000$4,500CAD

Engagement types

Your bookkeeping package includes one engagement type. Choose the one your firm runs most, then add any others you offer. Each one adds its own recurring workflows.

First engagement typePart of your bookkeeping package
Included
Each additional typeFounders rates, 2026 only
$2,500$1,900CAD each
✦ Your investment

One price, one install.

Everything in the scope above, set up and handed off.

Your selection

Tick a service line above to see your total.

    Founders rates, 2026 only
    What the founders rate comes with
    • A short written testimonial once your install is handed off.
    • Permission to share your before and after.
    • A 50% deposit received in 2026 locks your rate, even if delivery is in 2027.

    Rather not? You can choose list price instead. Just let us know, and we'll confirm the conditions in your service agreement either way.

    PaymentPay in full upfront, or 50% to start and 50% on delivery.
    Other discountsFounders rates don't combine with any other discount.
    Tax seasonWe don't deliver from February 1 to April 30. Bookings and deposits continue as usual.
    Limited spotsWe take on a limited number of installs at a time, so each firm gets our full attention.
    Software subscriptionsYour price doesn't include software subscriptions. Those stay on your own account.
    What's includedYour tools swapped in, steps you don't do removed, your service names, roles and timing. Up to 5 tasks added or reworded per workflow, and one batched adjustment round before handoff.
    ✦ Next step

    Ready to get your workflows installed?

    Let us know which service lines you'd like. We'll send your service agreement and checkout link, and book your kickoff once you're signed.

    I'm ready to start

    Questions first? Reply to the email this page came in, and we'll talk it through.