you cannot scale or sell chaos.
We build profitable, automated back-office systems for scaling Health & Wellness clinics and Trades businesses. Scalable systems means operational freedom.
revenue growth means nothing if your margins are shrinking
Jane App doesn't natively integrate with QBO and that can be a headache.
You have a fully booked clinic, but your admin team is spending their time manually entering daily sales, untangling complex practitioner split payrolls, and trying to reconcile merchant fees.
By implementing the right tech stack and workflows, we eliminate double entry, automate mundane tasks, and train your internal team to ensure maximum efficiency.
When’s the last time you looked at the integration between Jobber, ServiceTitan, or your field management software and QBO?
You have a full schedule of jobs, but your admin team is spending their time chasing payments, manually sending vendor payments, and piecing together paper timesheets.
By implementing the right tech stack, we eliminate double entry, automate mundane tasks, and train your internal team to ensure maximum efficiency.
Our Solutions
-
tech stack & software alignment
We configure and streamline your practice management data with QuickBooks Online. From setting up proper Chart of Accounts mapping to automated merchant fee netting, we ensure your daily revenue flows accurately into your books.
-
accounts payable & payroll optimization
Say goodbye to manual check-writing, e-transfers, and fragmented payroll. We implement modern, automated Accounts Payable platforms (like Plooto) and streamlined payroll systems tailored to practitioner split models and employee/contractor setups.
-
team training and sops
Software is only as good as the team operating it. We train your front-desk and administrative staff on proper use of the newly implemented tech stack, increasing operational efficiency across your entire business.
-
diagnostic profit leak scan (VantaScan™)
Our proprietary 48-hour diagnostic scan evaluates your business financial information across specific pillars to find where your profit is leaking.
scale to sell
Buyers do not buy revenue potential; they buy clean financials, automated workflows, and predictable profit margins. Whether your goal is to step completely out of the daily operations or prepare your business for a lucrative exit, we build the operational infrastructure required to maximize your valuation.
3 step operational framework
-
Step 1
Tech & Systems Assessment:
We configure and streamline your practice management data with QuickBooks Online. From setting up proper Chart of Accounts mapping to finding back-office bottlenecks, we find what your business needs to operate efficiently. -
Step 2
The Benchmark & VantaScan™
Before implementing new tech, we establish a rigid financial baseline. We use the IOA Scorecard to gauge your perceived business health, and our proprietary True Margin VantaScan™ to pull the raw data directly from your software. This pinpoints the exact dollar amount of your operational cash leaks. -
Step 3
Systems Implementation & Ongoing Advisory
We rebuild your back office. We integrate software with QBO, automate your accounts payable, and train your staff to run it. Once the leaks are plugged, we provide quarterly Syft analytics dashboards to track your growing valuation and ensure you remain scale-ready.
virtual & in person
Our office is conveniently located in Lethbridge, with virtual access globally.
Tools We Use
What People Are Saying
"Friendly, generous with her time and advice, and super easy to work with. I would recommend Alyssa all day every day to business owners everywhere!."
★★★★★
-Krista F."Working with her has been a dream! She is so efficient and great at explaining things that feel foreign to me!!"
★★★★★
- Cindy. G"She's organized, efficient, innovative, and knows what she's doing. Most importantly, though, Alyssa is sincere and genuine; she really goes above and beyond for those she works with. Highly recommend!"
★★★★★
- Aileen B.ready to identify your profit leaks?
Exposing profit leaks and building clean, scalable systems.