How It Works
Then build the steps:
Step 1:
Book a Discovery Call
15–20 minutes | Free
A short intro call to explore your business needs and whether we're the right fit.
Step 2:
Paid Diagnostic ($200)
We assess your books, apps, and compliance status. You'll receive a written summary of recommendations.
Checklist:
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Setup Review
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Compliance Scan
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Tier Recommendation
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Risk Summary
Step 3: Custom Proposal
Tailored pricing and deliverables based on real insight—not assumptions.
Step 4: Onboarding
We clean up your records (if needed), set up your tools, and introduce you to your client success contact.
Why We Charge for the Diagnostic
This isn’t a sales pitch—it’s a strategic service. It helps us understand your books, identify gaps, and provide you with valuable insights before you commit.
The diagnostic builds trust, reduces guesswork, and protects your business.
Understanding the Diagnostic
Q1: What is a paid diagnostic?
It’s a strategic first step that allows us to review your current bookkeeping setup, identify risks or gaps, and gain a clear understanding of your business before we recommend any services.
Q2: How much does it cost?
Our diagnostic starts at $200 CAD. This fee is paid up front and is non-refundable.
Q3: What’s included in the diagnostic?
You’ll receive a written summary with:
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Bookkeeping system review
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App stack and compliance overview
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Risk flags and observations
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Recommended service tier (Seed, Sprout, Sapling)
Q4: Will I get a quote right away?
No. You receive a quote only after the diagnostic. We build your proposal on real findings, not assumptions.
Q5: Can I use the diagnostic results elsewhere?
No. You receive a quote only after the diagnostic. We build your proposal on real findings, not assumptions.
Q6: Can I apply the $200 toward services?
No. The fee covers professional time spent reviewing your business. It's a standalone service that supports accurate proposals.
Q7: How do I get started?
Book your free discovery call and we’ll guide you through next steps. If we’re a fit, we’ll invoice you for the diagnostic and get started within 1–2 business days.