A simple, disciplined process - built for results

We believe in steady, long‑term relationships, not one‑off claims. Here’s how we partner with you 

Step 1

Personal Advisor Match

We assign a dedicated advisor whose background fits your business. They coordinate your accounting, SR&ED/grants, and financing efforts. 

Step 2

Recover & Optimize  

We assign a dedicated advisor whose background fits your business. Then we coordinate your accounting, SR&ED/grants, and financing efforts. 

Step 3

Strengthen & Grow

We install the right reporting and tracking system so evidence is captured with minimal friction. We maintain a yearly calendar for claims and filings, and we improve your financial posture for better terms with banks and other capital providers.

Deliverables you can expect

  • Funding roadmap (SR&ED + grants + other sources)
  • Accounting clean‑up plan and compliance calendar
  • Workflow design (timesheets, tasks, documentation, dashboards)
  • Lender‑readiness checklist and package templates

Book a FREE Consultation