Who we serve

Sectors we know. Businesses we set up right.

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.

A bright independent main-street shop at dusk, its interior shelves and clothing racks glowing through large front windows 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.