The back office
The back office, under control.
The problem is usually not a lack of software. It is the manual handoff from one tool to the next, with no clear owner, no next action and no overview.
We start from what you already have — your accounting software, email and spreadsheets, such as Excel — and we connect the work that happens between two tools. Our method comes from construction administration, one of the most demanding offices there is: bids, invoicing, receivables, site payroll, files. It applies to any office where one or two people hold the fort.
Finances
Money gets lost between the sale and the bank account.
What gets stuck
- Receivables at 60 to 90 days
- Supplier invoices sitting in an inbox
- Approvals by text
- Month-end in catch-up mode
- No dashboard
What we connect
- The invoicing → payment cycle
- An approval circuit with an owner and a deadline
- A tiered follow-up sequence
- Tracking of holdbacks and commitments
- A one-page report every month
What stays with your accountant
- Bookkeeping
- Financial statements
- Taxes
- Your accounting software remains your accounting system
Payroll and HR
Hours come in by text. Payroll does not wait.
What gets stuck
- Timesheets re-keyed
- New-hire onboarding scattered across ten tasks
- Incomplete files
- Access never removed on departure
- Training given only once
What we connect
- The hours → approval → payroll flow, with no re-keying
- An onboarding and offboarding checklist with owners
- HR files and deadlines in one place
- Short procedures the team actually uses
What is excluded
- Payroll processing itself
- Labour law advice
- Disciplinary decisions
- Any interpretation of CNESST or CCQ rules
Your payroll provider and your advisors keep their role.
Projects
What is not tracked ends up costing.
What gets stuck
- Bids with no follow-up
- Extras never invoiced
- Deadlines tracked from memory
- Field and office disconnected
- Documents nowhere to be found
What we connect
- A bid tracking board: status, documents, deadlines, decision
- Tracking of commitments and dates
- Coordination between the office and the field
- A project dashboard
What is excluded
- Estimating on your behalf
- Contract drafting
- Site management
Management
Decide with numbers, not from memory.
What gets stuck
- Everything goes through the owner
- Nobody sees the whole picture
- Decisions without indicators
- Delegation impossible without safeguards
What we connect
- A one-page dashboard
- Clear approval rules
- Structured delegation
- A monthly review with management
What is excluded
- Any guarantee of financial results
- Any decision made on your behalf
Start-up
Start on the right foot.
Who it is for
- Business buyers and new owners first, through their company
- Entrepreneurs whose business has just been incorporated or registered and who want to spend their evenings on their trade, not on paperwork
What we set up
- Invoicing and incoming payments
- Tracking of requests and clients
- Payroll entrusted to a chosen provider, and connected
- Templates and files
- A one-page dashboard, then monthly follow-up until it runs smoothly
What is excluded
- Registration and choice of legal form, settled with your advisors before the engagement
- Taxes and financing
- The business plan: these questions stay with your accountant, your lawyer and your financial institution
Available to businesses already incorporated or registered with the Registraire des entreprises du Québec. By proposal, after a first conversation. Target duration: four to six weeks, depending on your providers (payroll, bank, software) and the availability of your information; the schedule is confirmed in writing in the proposal.
Start by seeing clearly.
The Diagnostic covers one process, two or three interviews, a reading of the issues and priorities to decide on. It can conclude that nothing should be implemented.