You see the pain every month. We fix it.
You're the advisor Canadian businesses already trust: their CFO, bookkeeper, IT provider, or ops consultant. When you spot a client bleeding money on SaaS or burning hours on manual work, refer them to us. We build the fix at a fixed price, and you earn a commission on every project that comes from your referral.
Who Is This Partnership For?
The professionals who already have access to an SMB's books, stack, and operations, and who see the waste before anyone else does.
Fractional CFOs
You see the SaaS line item growing every quarter and the labour cost of manual reporting. You know which clients are bleeding. You just don’t build the fix.
Bookkeepers & Accountants
You watch clients re-key the same invoices and chase the same missing documents every month. That’s a two-week automation, not a cost of doing business.
MSPs & IT Providers
You manage the hardware and security for clients drowning in tools that don’t talk to each other. Custom AI workflow automation is the add-on you don’t offer yet.
Ops Consultants
You map the broken process and hand over the recommendations. We’re the implementation partner that makes your roadmap actually ship.
How Does the Referral Work?
Five steps, and you control how involved you are after the intro.
You spot the pain
A client overpaying for SaaS, re-keying data, or losing hours to a manual workflow you can name.
Warm intro
An email intro or a three-way call. You stay in the loop as much or as little as you want.
Free scoping call
We run our standard 30-minute audit with the client. No charge, no obligation, no pitch theatre.
We deliver
Fixed-price build (most start at $1,500–$3,500, two weeks). Your client gets a working system, not a strategy deck.
You get paid
We pay you a commission on every project that comes from your referral. We settle the exact structure on the first call (reciprocal referrals work too, if you prefer).
What Do Your Clients Get?
Productized, fixed-price engagements. No open-ended consulting retainers, no hourly-billing surprises that land back on your desk.
AI Starter Install
One workflow wired in and working, in two weeks. The on-ramp.
Automation Starter
Three workflows from our menu, automated in 30 days.
SaaS Replacement
Custom AI tools that replace the subscriptions they barely use.
Monthly AI Advisory
Ongoing iteration once the first systems are live.
PIPEDA-compliant builds · Canadian-owned · client data stays on client infrastructure
Start the Conversation
Tell us about your practice and we'll set up a 20-minute intro call: how the commission works, what a good first referral looks like, and how we keep you in the loop.
Prefer to just talk? Book a partner call directly →
Partner FAQ
How does the commission work?
You earn a commission on every project a client you referred signs with us, typically a percentage of the first engagement. We agree on the exact structure on our first call, and reciprocal referrals work too. Some partners (especially accountants with independence obligations) prefer no fee at all; that works as well.
Will you try to replace the software I manage or recommend?
No. We only replace what makes financial sense for the client, and we tell them what to keep. QuickBooks and other deep-moat platforms usually stay. If you manage a client’s stack, you’re part of the scoping conversation.
What happens to my client’s data?
Builds are PIPEDA-compliant and client data stays on client infrastructure. We’re Canadian-owned and we put data-handling terms in writing in every engagement.
What makes a good first referral?
A client spending $2K+/month on software, or a team losing 5+ hours a week to one nameable manual task: invoice matching, intake chasing, report assembly, quote writing. If you can name the task, we can usually automate it.