Consultations

A clear next step.
One useful conversation.

Start with a free discovery call or choose a focused review with practical recommendations.

Choose a session. Request a time.

Available seven days a week, 8:30 a.m.–8:30 p.m. Toronto/Eastern time (America/Toronto, with seasonal clock changes). Tell us your preferred date, time window and time zone in the enquiry form. We confirm availability and send the meeting details by email. A request is not a confirmed appointment. Paid sessions are in CAD, plus applicable taxes; any payment arrangements are agreed before the session.

15 minutes

Free discovery call

A first conversation to understand your trade, workload and the support that could fit.

Free

  • Discuss your main administrative bottleneck
  • Clarify which service may help
  • Agree a next step; no obligation

This is a service-fit discussion, not a full workflow review.

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45 minutes

Contractor admin review

Find a practical starting point for organizing the work around your trade.

$79 CAD

  • Review your current paperwork routine
  • Identify the three most useful improvements
  • Receive a short written action plan

Implementation and ongoing admin support are quoted separately.

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60 minutes

Quotation & invoicing review

Make your draft, approval and delivery process easier to repeat.

$99 CAD

  • Review one existing quote and invoice workflow
  • Map who supplies information and approves drafts
  • Receive recommendations for templates and follow-up steps

Bring redacted samples. Technical estimating and setting your trade rates are excluded.

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45 minutes

Bookkeeping organization

Set a workable routine for receipts, records and month-end preparation.

$99 CAD

  • Review how you collect receipts and statements
  • Create a missing-record checklist
  • Receive bookkeeping setup and handover priorities

Bookkeeping processes only. No tax filing, tax advice, payroll or financial advice.

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45 minutes

Website enquiry review

Help prospective customers understand your services and take the next step.

$99 CAD

  • Review your homepage and enquiry path
  • Check service clarity and contact visibility
  • Receive a prioritized list of practical improvements

Website edits, advertising, SEO outcomes and ongoing maintenance are not included.

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Make the session useful.

Bring one clear goal, a short description of your current process and redacted examples if relevant. We agree a suitable way to share documents after your enquiry.

Will you implement the recommendations?

The paid review includes the stated discussion and written recommendations. Implementation is separately scoped and quoted; there is no obligation to purchase ongoing services.

Can I request another time?

Yes. Tell us your time zone and alternatives. We confirm an available appointment by email; please wait for that confirmation before planning around a session.

How do cancellations or rescheduling work?

Contact us as soon as your plans change. The confirmation will state the agreed rescheduling, cancellation and any payment terms before you book a paid session.

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