We work with Canadian startups, sole proprietors, and micro-businesses — usually in their first 12 months — across six sectors we know well. If you're building the plane while flying it, we help you fly it with less duct tape.
Independent Canadian SMEs
The pattern we look for
A small team, real revenue, and complexity that spreadsheets can't hold.
The six sectors below are where we've done the most work — but the fit is always the same underneath: you've got customers, you've got moving parts, and the improvised setup that got you here is starting to cost you time.
First 12 months of operation
Owner-operator or a handful of staff
Ready to replace guesswork with systems
Six sectors
Where we do our best work.
Retail & small shops
Independent retailers moving off spreadsheets and paper receipts, or opening a second location and needing a repeatable operation.
POS-to-CRM data flow
Inventory & supplier records
Staff scheduling and onboarding
Compliant sales-tax invoicing
Trades & contractors
Electricians, plumbers, painters, and mobile-service operators who quote in the truck and lose the paperwork on the way home.
Field-friendly quoting & invoicing
Job scheduling and dispatch
Customer follow-up automation
Photo & document capture SOPs
Clinics & wellness
Solo practitioners and small clinics — dental, physio, cosmetic, mental health — that need clean intake, scheduling, and records handling.
Booking-to-record integration
Intake and consent workflow
Patient communication templates
Data-handling documentation
Cleaning & facility services
Residential and commercial cleaning operators who juggle recurring bookings, checklists, and hourly staff across multiple sites.
Recurring booking & route scheduling
Site-specific SOP libraries
Timesheets and payroll data flow
Customer feedback and re-quote loop
Consulting & professional services
Solo consultants, coaches, and small agencies whose pipeline lives in their inbox and whose deliverables live in whichever folder they opened last.
Pipeline & proposal CRM
Client project workspace template
Retainer & time-tracking flow
Deliverable and asset library
Admin & back-office
Small offices in real estate, insurance brokerage, immigration, and legal support — where document flow and client records are the whole job.
Document control & versioning
Client-file structure & retention
Compliance-friendly access controls
New-file intake automations
Also a good fit
Beyond these six.
If your business isn't listed above, we're still happy to talk. The pattern is the same in every industry: a small team, real revenue, and enough operational complexity that spreadsheets are starting to hurt.
You just incorporated
You have a corporation, maybe a first customer, and you want to skip the "we'll figure it out as we grow" phase.
You're about to hire
Your first employee starts in six weeks and there's currently no SOP, no shared drive, and no onboarding plan.
You've outgrown DIY
You've been using free tools glued together with spreadsheets for a year, and it's not scaling with the business.
You're preparing for a milestone
A first bookkeeper handoff, a bank loan, an audit, or a franchise expansion — anything that needs your operations to look adult.
Not sure if we're a fit? Just ask.
A 45-minute discovery call is enough to tell. And if we're not the right partner, we'll say so — usually with a suggestion of who is.