Founding-client pilot
— 3 months free
New clients joining before the June 1, 2027 full launch use the complete managed service and portal free for three months, then continue at a founding-client rate locked for 12 months.
Your card is captured at $0 today. Paid billing starts automatically after 3 months.
We need you if you answer YES to all six
High potential, disappointing profitability
Sales are strong. The margin never shows up, and you cannot say where it goes.
Cash flow pressure you cannot see coming
You find out on Thursday that Friday is tight. No forecast — just a bank balance.
Limited analytics and execution ability
No analyst, no CFO, no time. The accountant tells you what happened, quarterly.
You really want to improve
The gap between effort and result frustrates you, and you want it closed this year.
You will act on recommendations
Show you the customer, the supplier, the cost — with evidence and a plan — and you make the call.
You will pay $3,500–$10,000 a month
Less than one clerk for the whole function run daily, plus a CPA's recommendations with measured results.
Choose your tier
$3,500 /CAD per month, by annual revenue
- Standard transaction volumes.
- Full build + hosting + support + unlimited modifications.
Use Promo Code: OOCPILOT1
$5,000 /CAD per month, by annual revenue
- Standard transaction volumes.
- Full build + hosting + support + unlimited modifications.
Use Promo Code: OOCPILOT1
$7,000 /CAD per month, by annual revenue
- Standard transaction volumes.
- Full build + hosting + support + unlimited modifications.
Use Promo Code: OOCPILOT1
$10,000 /CAD per month, by annual revenue
- Standard transaction volumes.
- Full build + hosting + support + unlimited modifications.
Use Promo Code: OOCPILOT1
What you get / What we ask
You get
- All three functions operated
- The five-part portal
- Fortnightly 15-minute feedback calls
- Direct access to the CPA who runs it
We ask
- Honest feedback
- A text and video testimonial at the end
- A case-study conversation
- Referrals to friends/family if happy with the service
Supported platform
- QuickBooks Online, Xero, Zoho Books, FreshBooks
- $500K+ revenue
Timeline
Dec 1
Pilot opens to founding clients
Jan 1
Wider sign-ups
Feb 1
Main cohort
June 1, 2027
Full launch;
Pilot clients convert at the founding rate
FAQs
Click tier you desire and begin onboarding today
Feb 1st is the latest you can begin to get the full 3 months.
Yes , there is no obligation to continue if you want to quit for any reason.