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Exclusive Services

Our consulting packages are built for real small businesses in the GTA. No inflated retainers, no vague deliverables — just transparent pricing and hands‑on support that helps you set up, stabilize, and scale with confidence.

Bespoke

Solutions

Every solution is crafted in real time during your call to fit your systems, goals, and operational needs. We also offer packages for clients who only require a few foundational pieces, but all advanced work is fully bespoke.

Consulting Packages

The Foundation Audit 

Bricklaying Process

This audit is designed to give a clear, structured understanding of how the business is operating today. The timeline includes discovery, document review, workflow analysis, and delivery of a prioritized action plan. Most firms complete this level of audit within a two‑ to three‑week window to maintain momentum while allowing time for thorough assessment.

Systems & Compliance Build

Reviewing Reports at Desk

This package focuses on building the operational backbone of the business. The timeline covers SOP creation, policy development, compliance alignment, and implementation of core systems. Four to six weeks is standard for boutique firms because it allows for drafting, revisions, and rollout without overwhelming the client or their team.

Premium Operational Transformation

(8–12 weeks)

Monarch Butterfly Emerging

This is a full operational overhaul, including systems, HR structure, brand experience refinement, and custom dashboards. The timeline reflects the depth of work and the collaborative nature of transformation. Most high‑touch consulting firms structure these engagements over two to three months to ensure sustainable change and proper adoption.

Combined Packages

Operations + Bookkeeping Bundle (Ongoing monthly service)

Hands Writing Notes

This package runs on a monthly cycle, with weekly or bi‑weekly transaction updates and month‑end reconciliation. The ongoing nature ensures consistent financial clarity and aligns with industry norms for small‑business bookkeeping.

CEO Support Package

 (Ongoing monthly service with weekly touchpoints)

Teamwork Hand Stack

This level includes deeper financial organization and quarterly reviews. The timeline remains monthly, but with structured quarterly checkpoints that mirror the cadence used by established bookkeeping firms.

Start‑Up Launch Package

 (6‑week build)

Ribbon Cutting Event

This package includes payroll support, reporting, and year‑end preparation. Monthly cycles with scheduled reporting windows match the expectations of businesses that require full financial oversight.

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