modern financial systems and software workflows to help you scale
We perform a systems audit, streamline your back-office tech stack, and train your team to run efficient, automated workflows.
Strategic Operations & Financial Systems for Scaling Businesses
New to business? Growing and scaling? We implement software, systems, and workflows to help you increase profits and operational efficiencies.
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
Identify where your business is currently operating so you can pivot and make data driven decisions.
stage 3: the interactive roadmap
Skip the spreadsheets. We deliver a focused, data-backed execution plan via an interactive digital flipbook and a personal video briefing, showing you exactly what to prioritize to reclaim your time and increase your profits.
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.
virtual & in person
Our office is conveniently located in Lethbridge, with virtual access across Canada.
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.