FINANCIAL SYSTEMS & OPERATIONS FOR FOUNDER-LED BUSINESSES
you cannot scale
or sell chaos.
You’re growing, but your back office is breaking. We rebuild your financial systems and software workflows so you can stop running the day-to-day and step into your CEO role.
Systems. Focus. Support.
SOPS
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WORKFLOWS
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MODERN SYSTEMS
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TIME FREEDOM
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SOPS * WORKFLOWS * MODERN SYSTEMS * TIME FREEDOM *
SIGNS YOU HAVE OUTGROWN YOUR CURRENT SYSTEMS
Revenue is up, but cash flow is tight.
You are making more money than ever, but you don’t know where it’s sitting.Software disconnect.
You are paying for multiple tools, but none of them are integrated correctly.The founder bottleneck.
You are still catch all, approving everything, running payroll, or answering questions about standard processes.Blind decision making.
You can’t get clean, accurate, descriptive financials when you need them.
You don’t need a new team. You need a scalable operating system.
The process
Phase 1: Strategic Call
We don't do generic pitch decks. In a focused 30-minute call, we learn the realities of your business, identify the bottlenecks in your back office, and determine exactly where your current systems are breaking. If we aren't the right fit, we will tell you straight.
Phase 2: Tech & Systems Audit
Before we change a single workflow, we map the reality of your operations. We conduct a deep-dive audit of your current tech stack, financial data, and team processes to uncover hidden profit leaks and structural inefficiencies. You receive a concrete blueprint of what needs fixing.
Phase 3: Strategic Implementation
We don't hand you a list of recommendations and wish you luck. We rebuild the engine. We configure your financial software, automate where we can, and streamline your operational data so everything flows seamlessly into your bottom line. Once built, we train your team to run it.
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 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.
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
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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."Alyssa has taken such a weight off my shoulders. Book keeping was such a big stress for me and I really didn’t know what I was doing. Alyssa has been wonderful. I don’t even think about book keeping anymore and can focus on my veterinary practice."
★★★★★
- Dr. Kate.ready to identify your profit leaks?
Exposing profit leaks and building clean, scalable systems.