How We Work
What Working With TBR Looks Like
TBR does not publish named client case studies. The scenarios below are representative illustrations of typical engagements — not documented client outcomes.
The process
Four steps. Fixed pricing. Direct access to Alex.
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Free consultation (30 minutes)
We review your current bookkeeping setup and discuss your needs.
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Clear proposal (2–3 days)
Fixed monthly pricing, no surprises, no hourly billing.
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Smooth onboarding (1–2 weeks)
We get access to your accounts and take over your bookkeeping.
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Ongoing partnership (monthly)
Clean books, timely HST filing, and CRA-ready records.
Representative scenario
Ontario trades business, Professional package
The following is a representative scenario, not a documented client case study.
Consider a typical trades business in Ontario with revenue in the $250k–$1M range, a handful of employees, and books that are a few months behind. The owner is making job decisions from a bank balance, not a P&L. HST is filed in a rush. Payroll remittances are a monthly source of anxiety.
In a representative Professional engagement, TBR would take over monthly bookkeeping (two bank accounts, two cards, up to 300 transactions), reconcile on a bi-weekly cadence, produce monthly statements, and walk the owner through the numbers on a 30-minute review call. Payroll and HST can be added as separate services. The owner stops doing the books at night and has figures they can actually use.
What a monthly review call looks like
A walkthrough of how TBR presents P&L, Balance Sheet, and Cash Flow on a typical review call.
More documented stories later
When a client approves a named case study for publication, it will appear here. Until then we keep examples labeled as representative so we do not overclaim.
Ready to see what this looks like for your business?
Book a free 30-minute consultation. We will review your current bookkeeping situation and give you a clear quote. No commitment required.
Book your free consultation