What’s inside
Your week, with the suite running: the close reviewed before you see it. Clients briefed in plain English. Documents chased until they arrive. The inbox handled in your voice. A security watch that reports every day. You approve everything that leaves. That’s the whole deal.
The outcomes
Before: someone re-checks recs, suspense, AR/AP, and sales tax by hand. A full day per client, every period.
The moment books are marked done, a 7-point review runs and halts on anomalies before sign-off. You read the verdict, not the working papers. Year-end goes transaction-deep, 1099 / T4A ready.
Before: a raw P&L lands in the client’s inbox and nobody reads it.
Monthly P&L, balance-sheet, and cash briefs in plain English: what changed, why it matters, who to collect from, how much runway is left. The CFO narrative is drafted for you; you review and send.
Before: staff hours burned emailing “just following up on those statements.”
Prepared-By-Client lists for close, tax, and audit, chased politely and persistently on a cadence, then named and filed the second each document lands.
Before: the first ninety minutes of every day disappear into email and scheduling.
A morning brief with the day’s priorities, replies drafted in your firm’s voice, meetings booked, prep time protected, deadlines surfaced before they bite.
Before: nobody is looking until something goes wrong.
A read-only daily check across the whole system for risky access or data exposure, reported straight to you in plain English. It never changes anything; it watches.
Before: follow-ups slip, referrals never get asked for, proposals wait for a free evening.
Follow-up sequences, referral requests from real wins, proposals and case studies drafted, plus valuations and benchmarking when the bigger conversations come up.
See it, don’t imagine it
Sample · from a Quinn monthly P&L brief
“Revenue came in at $84,200, up 6% on May, but the gain is two catch-up invoices at one client, not new work. Margin slipped 1.8 points on the new software subscriptions that hit this month. AR over 60 days now stands at $11,400 across three clients; chase drafts are ready for your approval. Runway at current burn: 7.4 months.”
Every number re-verified before it reached this page. Illustrative sample; your briefs run on your books.
A morning brief at 6 a.m. A close-review verdict the moment books are marked done. Monthly briefs on the 1st, per client. A document-chase log. A daily security report. All drafts until you approve them.
Who does the work
Runs the day: inbox, calendar, meetings, follow-ups, and a memory that never resets. The foundation everything else builds on.
The close review, the monthly briefs, and a skeptical second check that re-verifies every figure before it leaves the building. Fluent in US GAAP and Canadian ASPE.
Document chasing, client onboarding, engagement letters, deadlines, and client communication, drafted in your firm’s voice, sent with your approval.
An always-on, read-only daily check over the whole system. It reports to you and never touches anything.
Money & Metrics, Growth Engine, Content & Brand, People & Team, Client Care, and Governance & Legal: optional modules you switch on as the firm grows.
The full teardown of why each part earns its place, and the highest-leverage automations to switch on, is on the Why it works page.
You stay in control
Every teammate drafts and recommends. Nothing is sent, signed, or filed until you approve it.
One core subscription covers the close, the reporting, the admin, and the security watch. Add specialists whenever you’re ready.
