modern financial systems and software workflows to help you scale
We turn operational chaos into clean data. From QuickBooks integrations to team SOPs, we build the workflows that stop profit leaks and help you scale.
Streamlined Financial Systems for Trades & Wellness Businesses.
New to business? Growing and scaling? We implement software, systems, and workflows to help you increase profits and operational efficiencies.
we know your industry
We don't do generic workflows. With real-world experience in the trades, we know exactly how to build back-office systems that stop profit leaks. For our clinic owners, we know the exact frustration of manually moving data out of Jane. We tell you exactly which software works, which integrations are a waste of money, and we train your team to run the entire system smoothly.
Our Solutions
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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.
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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.
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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.
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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.
Data-Driven Clarity. efficient strategy.
stage 1:
financial systems
Deep dive into your systems and software to ensure you are operating efficiently and have the insights you need to make business decisions.
stage 2: implementation
Integrate the software and train your staff on how to properly and efficiently use the new tech stack.
stage 3:
ongoing support
Skip the spreadsheets. We deliver a focused, data-backed execution plan, monthly or quarterly review calls to ensure you are on track.
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.