Receipt and document captureOff-the-shelf
Clients snap or forward receipts and bills. Vendor, date, total, and tax are extracted and pushed to the books for review.
Monthly bookkeeping and year-end
Bookkeeping and accounting automation for Calgary firms
Statements typed in by hand, receipts sorted one at a time, clients who need three reminders. Most of it can be fixed with tools that already exist, set up properly. For the rest, we build.
Per week$0
Per month$0
Per year$0
Cutting that admin by 30% would free up about $0 a year.
Where the hours go
The admin that piles up every week.
These are the leaks we see most often. Your Admin Score shows which ones cost you the most.
Retyping statements and documents
Clients send PDFs, not data. Someone types every line into a spreadsheet, then checks it twice.
Chasing missing documents
Slips, receipts, and statements trickle in. Tracking who's missing what lives in someone's inbox.
Receipts and GST by hand
Alberta is GST-only, but every receipt still needs a vendor, date, amount, and GST pulled out.
Common fixes
What usually goes in the prescription.
We start with software you can buy today and set it up properly. We only build custom when nothing fits. Setup from $999; custom builds from $2,500.
Client portal and document requestsOff-the-shelf
Practice-management software that requests documents, sends reminders automatically, and shows what's outstanding.
Tax season and year-end
Statement to spreadsheet conversionCustom build
For firms that still receive PDF statements in bulk: a tool that converts them into clean spreadsheets in your format.
Catch-up and year-end work
Custom categorization rulesCustom build
Transaction categorization built around your chart of accounts and your clients' quirks, with a review step.
High-volume bookkeeping
How it works
Score first. Then a plan with prices.
- 1
Free Admin Score
A 5-minute online checkup. You get an instant score, an estimate of what admin costs you each month, and your top time drains.
- 2
Full prescription · $249
A 30-minute call, then a written plan within 48 hours: your top three leaks, what each costs, and the cheapest fix for each. Credited 100% toward any work.
- 3
Set up or build
If a good off-the-shelf tool exists, we set it up, import your data, and train your team. If nothing fits, we build a custom tool.
- 4
Launch and training
Your team is up and running, with a check-in to make sure the hours actually come back.
Admin Prescription
℞
1. Quotes and invoices typed by hand≈ $1,560/mo8 hrs/week → Set up: field-service software · from $999
2. Paper job tickets≈ $1,170/mo6 hrs/week → Build: digital ticket to invoice · from $2,500
3. Fuel and parts receipts≈ $585/mo3 hrs/week → Set up: receipt-capture app · from $999
Time recovered17 hrs/week · ≈ $3,315/mo
Example only, at $45/hr. Your prescription uses your own numbers.
Resources
Related guides
Practical guides for Calgary small businesses, whether or not you work with us.
Guide
Best receipt-scanning apps for Canadian small businesses (GST/HST)
How the main options compare on GST/HST capture, accounting connections, and fit.
Guide
How to set up receipt capture in QuickBooks Online (Canada)
GST settings, bank feeds, the three ways receipts come in, and the review routine that makes it stick.
Guide
How to convert a bank statement PDF to Excel
Four methods for Canadian bank statements, and how to check the result.
FAQ
Common questions
Does this work with QuickBooks Online or Xero?
Most receipt-capture and practice-management tools connect to both. Custom tools output whatever format your software imports. We confirm the fit in the prescription.
What about client confidentiality?
For every recommended tool, the prescription notes where client data is stored, so you can check it against your professional obligations before anything is set up.
We already use some of these tools. Can you still help?
Yes. Often the software is fine but only half set up. A proper configuration and a short team training can recover a lot of hours.
How fast can this be ready before tax season?
Setting up an existing tool usually takes days. A custom tool is typically delivered in 2 to 7 days.
Get ahead of year-end.
See which admin tasks cost your firm the most, and what it would take to fix them before tax season.
Get your free Admin ScoreFree · About 5 minutes · Instant result