7-Day Data Readiness Sprint

Three systems. One business. Three different numbers.

Your CRM, accounting software, and operations spreadsheet rarely agree. That's what's slowing down reporting, decisions, and any plan to layer automation or AI on top.

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Live · Q3 Revenue · Source Comparison

Discrepancy detected

CRM

Pipeline closed-won

$847,200

+$34,750 vs ledger

QuickBooks

Recognized revenue

$798,610

−$13,840 vs ops

Spreadsheet

Ops-tracked invoices

$812,450

Reference

This is what a board pack looks like when systems don't talk. Click to see reconciled.

THE PROBLEM

Most growing businesses don't have a compliance problem. They have a data problem.

Sales pipeline lives in the CRM. Money lives in QuickBooks. Neither agrees with the spreadsheet finance actually trusts.

Monthly reporting takes a person three days, because the first two are spent reconciling — not analyzing.

Different departments quote different numbers in the same meeting. Everyone is technically right. Nobody is actually aligned.

You can't automate or layer AI on top of data you don't trust. So the tools you've invested in sit underused. Nothing moves.

"Our CFO and our COO presented different revenue numbers in the same board meeting. They were both pulling from the same business."

— Operations Director, 60-person HVAC firm, Ontario

The Sprint

Seven days. One audit-ready
picture of your business.

No multi-quarter project. Fixed scope. We surface what's broken, connect what should already be connected, and leave you with a roadmap you can execute — with or without us.

Stack inventory

Map every system holding business data — CRM, accounting, job management, spreadsheets, ERP.

Source-of-truth audit

Find where the same data point lives in two places, and which version anyone actually trusts.

Reporting gap map

Document every report built by hand and the real time cost of producing it each month.

Integration shortlist

Named integrations that close the biggest reconciliation gaps first — not a wishlist.

Quick-win build

One connection or one reporting view goes live during the sprint. You leave with proof.

Automation map

Mark the workflows that become automatable once the data foundation is in place.

Roadmap handover

A prioritized 90-day plan. Run it internally, with us, or with anyone else.

Deliverables

What you walk away with

Stack & data-flow diagram

Source-of-truth register

Reporting gap report

One live integration or dashboard

Integration shortlist, priced

90-day data roadmap

Fixed scope · 7 business days · no renewal required

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Built for

Businesses where the data is spread across too many places to count by hand.

HVAC

Job, dispatch, and billing live in three systems pretending to be one. Reconciling them is a weekly ritual nobody has time for.

ServiceTitan · QuickBooks · Field spreadsheets

Electrical

Field hours don't match invoiced hours, and nobody knows why. The answer is usually buried between job management and payroll.

Job mgmt · Payroll · Accounting

Mortgage

Lead source data dies before it reaches finance. Commission sheets and CRM records tell different stories about the same deal.

Velocity · CRM · Commission sheets

Real Estate

Each agent's pipeline is the agent's pipeline — not the firm's. No clean view of what's actually moving across the brokerage.

CRM · Brokerage tools · Spreadsheets

Manufacturing

Inventory in the ERP, reality on the floor. What the system says you have and what you actually have diverge faster than anyone updates the record.

ERP · Ops sheets · Accounting

Proof

We've done this for businesses with the same three-systems-one-truth problem.

Coral Canada Wide — outcomes

72% reduction in monthly reporting cycle. One source of truth established across the business. 14 Tableau dashboards live and in use.

The leadership team didn't need a new tool. They needed to stop spending the first part of every meeting deciding whose spreadsheet to trust. One source of truth made that decision for them — and freed the conversation for the work that actually moves the business.

"Before this, our weekly leadership meeting started with twenty minutes of arguing about whose numbers were right. Now we argue about what to do with them."

— Operations Lead, Coral Canada Wide · Data warehouse + Tableau implementation

Why this matters now

CRA's information-gathering and audit powers are expanding.

The deadline panic is overblown. The structural shift is not. Businesses that can produce clean, connected, defensible numbers on demand will spend less time and money responding when asked. The ones who can't, won't.

→ Broader powers to compel information from businesses and third parties, with shorter response windows.
→ Stricter requirements around the form and accuracy of data produced under audit — not just the numbers themselves.
→ Penalties tied not just to underpayment, but to how data is maintained and how quickly it can be produced.

We are not selling fear. We are not selling compliance. We're saying the same thing we'd say without CRA in the picture: most businesses can't answer basic operational questions from their own data without a person spending three days assembling the answer. That's worth fixing on its own. It's worth fixing more now.

Reference / Bill C-31, CRA audit reform

One short call. One honest read on your stack.

Twenty minutes. We'll ask about your systems, your reporting cycle, and where the numbers disagree. If a sprint makes sense, we'll say so. If it doesn't, we'll say that too.

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FREE · 20 MIN · NO PITCH DECK